401(k) · DOL Form 5500 · 2023
Hoffmann Brothers Heating & Air Conditioning 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $64,820
- Avg per participant Low balance/head
Official DOL plan name: Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust · Sponsored by Hoffmann Brothers Heating & Air Conditioning · Missouri · Construction
$21M in assets, 330 participants
Hoffmann Brothers Heating & Air Conditioning's Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,537 in Construction (9,030 peers)
Coverage in Missouri
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust covers 330 participants in Missouri, about 45% of the average Missouri filer (state average ~737 per filing). Assets: $21M.
- #6,537
- in Construction (9,030 peers)
- +33.1%
- assets growth YoY
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,390,715 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported net income rose from -$183K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported participants rose from 266 in the plan year 2022 filing to 330 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 431474224 · Hoffmann Brothers Heating & Air Conditioning PY 2023 · 401(k)
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust · $21M · 330 · 74th
- PHOTO $21M
- PHOTO 330
- PHOTO 74th
- PHOTO 401(k)
- PHOTO near The Wallick Companies 401(k) Retirement Savings Plan
- PHOTO ind #6537
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Missouri →
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 431474224 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffmann Brothers Heating & Air Conditioning)
Sponsor-wide plan assets over time
All Hoffmann Brothers Heating & Air Conditioning plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 70.46377745431793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $16M |
| 2023 | 1 | 330 | $21M |
| 2024 | 1 | 338 | $27M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Wallick Companies 401(k) Retirement Savings Plan in OH ($21M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Hines Furlong Line 401(k) Plan (TN) 330 · 0 off
- Keer America Corporation 401(k) Plan (SC) 330 · 0 off
- Discount Dumpsters, LLC 401(k) Retirement Plan (NV) 330 · 0 off
- Cadent, LLC 401(k) Plan (NY) 330 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.