401(k) · DOL Form 5500 · 2023

Heritage Thermal Services, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
183
Participants Below avg headcount
85th
Percentile by assets National rank
$264,695
Avg per participant High balance/head
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Official DOL plan name: Heritage Thermal Services, Inc. Retirement Savings Plan · Sponsored by Heritage Thermal Services, Inc. · Ohio · Administrative & Support Services

$48M in assets, 183 participants

Heritage Thermal Services, Inc.'s Heritage Thermal Services, Inc. Retirement Savings Plan reported $48M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,054 in Administrative & Support Services (4,372 peers)

Coverage in Ohio

Heritage Thermal Services, Inc. Retirement Savings Plan covers 183 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $48M.

#4,054
in Administrative & Support Services (4,372 peers)
+24.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Heritage Thermal Services, Inc. Retirement Savings Plan's outsized position by total assets

Heritage Thermal Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$48,439,165 Top 15% higher than 85% 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

Heritage Thermal Services, Inc. Retirement Savings Plan 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. Heritage Thermal Services, Inc. Retirement Savings Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Thermal Services, Inc. Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Heritage Thermal Services, Inc. Retirement Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Heritage Thermal Services, Inc. Retirement Savings Plan reported participants fell from 190 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222341236 · Heritage Thermal Services, Inc. PY 2023 · 401(k)

Heritage Thermal Services, Inc. Retirement Savings Plan · $48M · 183 · 85th

  • IND $48M
  • IND 183
  • IND 85th
  • IND 401(k)
  • IND near Houston Astros, LLC 401(k) Savings Plan and Trust
  • IND ind #4054

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Heritage Thermal Services, Inc. Retirement Savings Plan in the asset neighbourhood

Hooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$48MHouston Astros, LLC 401(k) Savings Plan and TrustHouston Astros, LLC 401(k) S…$48MHeritage Thermal Services, Inc. Retirement Savings PlanHeritage Thermal Services, I…$48MThe First Bancshares, Inc. Profit Sharing 401(k) PlanThe First Bancshares, Inc. P…$48MCertified Power, Inc. 401(k) Profit Sharing Plan and TrustCertified Power, Inc. 401(k)…$48M
End-of-year total assets ($M) among Heritage Thermal Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN222341236
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Thermal Services, Inc.)

Sponsor-wide plan assets over time

All Heritage Thermal Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 24.099939680855773% vs 2022
2023 filing year
$35M$40M$45M$50M 20222023 $39M $48.4M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 190 $39M
2023 1 183 $48M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Thermal Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Heritage Thermal Services, Inc. Retirement Savings Plan, Total assets ($B): 0.048439165 · Participants: 183Heritage Thermal Services, Inc. Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Heritage Thermal Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heritage Thermal Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

Heritage Thermal Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Houston Astros, LLC 401(k) Savings Plan and Trust in TX ($48M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Heritage Thermal Services, Inc. Retirement Savings Plan assets move in 2023? ▼
Heritage Thermal Services, Inc. Retirement Savings Plan grew sharply - up 24.1% during 2023, from $39M to $48M. Reported net income was $9M.
How have Heritage Thermal Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Heritage Thermal Services, Inc.'s sponsor-wide assets grew 24.1%, from $39M to $48M.
Where does Heritage Thermal Services, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Heritage Thermal Services, Inc. Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Thermal Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Houston Astros, LLC 401(k) Savings Plan and Trust in TX ($48M, 715 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Thermal Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 222341236.

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.