Profit Sharing · DOL Form 5500 · 2023

Tri County Heating and Cooling Inc. Profit Sharing Plan

Data updated 2026-08-25

$253K
Total assets Small plan by assets
6
Participants Small participant base
12th
Percentile by assets National rank
$42,164
Avg per participant Low balance/head
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Official DOL plan name: Tri County Heating and Cooling Inc. Retirement Plan · Sponsored by Tri County Heating and Cooling Inc. · Montana · Construction

$253K in assets, 6 participants

Tri County Heating and Cooling Inc.'s Tri County Heating and Cooling Inc. Retirement Plan reported $253K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,031 in Construction (9,030 peers)

Tri County Heating and Cooling Inc. multi-year trail

Tri County Heating and Cooling Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Tri County Heating and Cooling Inc. Retirement Plan at $253K / 6 participants.

#1,031
in Construction (9,030 peers)
+6.0%
assets growth YoY

Tri County Heating and Cooling Inc. Retirement Plan among the smaller filed plans by assets

Tri County Heating and Cooling Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$252,982 12th percentile higher than 12% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Tri County Heating and Cooling Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri County Heating and Cooling Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri County Heating and Cooling Inc. Retirement Plan end-of-year assets rose from $239K in the plan year 2022 filing to $253K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463086153 · Tri County Heating and Cooling Inc. PY 2023 · Profit Sharing

Tri County Heating and Cooling Inc. Retirement Plan · $253K · 6 · 12th

  • RANK $253K
  • RANK 6
  • RANK 12th
  • RANK Profit Sharing
  • RANK near Sandra K Perdue Corporation Retirement Plan
  • RANK ind #1031

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 Montana →

Tri County Heating and Cooling Inc. Retirement Plan in the asset neighbourhood

Tri County Heating and Cooling Inc. Retirement PlanTri County Heating and Cooli…$253KSandra K Perdue Corporation Retirement PlanSandra K Perdue Corporation …$253KHawk Mold & Die Supply Inc Profit Sharing PlanHawk Mold & Die Supply Inc P…$253KJpl Associates Corp Dba Pizza Palace Pension Transfer Trust PlanJpl Associates Corp Dba Pizz…$253KFdg Family Enterprises Inc. Retirement PlanFdg Family Enterprises Inc. …$253K
End-of-year total assets ($M) among Tri County Heating and Cooling Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tri County Heating and Cooling Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tri County Heating and Cooling Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$307K 28.501395278678633% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.24M $0.31M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 6 $239K
2023 2 11 $302K
2024 1 6 $307K

Tri County Heating and Cooling Inc. filing trail (2023)

Total Assets (Beginning of Year)$239K
Net Assets (End of Year)$253K
Net Income$14K
Employer EIN463086153
Plan Effective Date2013-06-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tri County Heating and Cooling Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300 -505101520 Total assets ($M) Participants Tri County Heating and Cooling Inc. Retirement Plan, Total assets ($M): 0.252982 · Participants: 6Tri County Heating and Cooling Inc. Retirement PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Tri County Heating and Cooling Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Tri County Heating and Cooling Inc. Retirement Plan side-by-side with 3 peers →

Tri County Heating and Cooling Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Sandra K Perdue Corporation Retirement Plan in OH ($253K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tri County Heating and Cooling Inc. Retirement Plan assets move in 2023? ▼
Tri County Heating and Cooling Inc. Retirement Plan grew at a solid clip - up 6.0% during 2023, from $239K to $253K. Reported net income was $14K.
How have Tri County Heating and Cooling Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri County Heating and Cooling Inc.'s sponsor-wide assets grew 28.5%, from $239K to $307K.
Where does Tri County Heating and Cooling Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tri County Heating and Cooling Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tri County Heating and Cooling Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sandra K Perdue Corporation Retirement Plan in OH ($253K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Tri County Heating and Cooling Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463086153.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.