Other
2023 plan-year Other DOL Form 5500

WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WARWICK PLUMBING AND HEATING CORPORATION

This Other plan holds $4M in total assets and serves 157 participants as of 2023. It is sponsored by WARWICK PLUMBING AND HEATING CORPORATION in Virginia. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$4M
Participants
157
State
Industry
Construction

What the Filing Says About WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by WARWICK PLUMBING AND HEATING CORPORATION, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 157 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 540549255, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $540K at the beginning of 2023 to $4M at year-end — a gain of 563.0%. Net assets (after liabilities) closed the year at $-37,153,680, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$540K
Total Assets (End of Year)$4M
Net Assets (End of Year)$-37,153,680
Net Income$4M
Plan TypeOther
Employer EIN540549255
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WARWICK PLUMBING AND HEATING CORPORATION)

Year Plans Participants Total Assets
2022 1 153 $540K
2023 1 157 $4M
2024 1 148 $12M

Nearby Other Plans in Virginia

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $4M in total assets with 157 participants. It is sponsored by WARWICK PLUMBING AND HEATING CORPORATION.
What type of plan is WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 540549255.
Who sponsors the WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WARWICK PLUMBING AND HEATING CORPORATION, located in Virginia. The sponsor's EIN is 540549255 and the plan operates in the Construction industry.
How did WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN grew by 563.0% during 2023, moving from $540K to $4M in total assets. Net income was $4M.
Where can I find official filings for WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540549255 or plan name at efast.dol.gov.
How does WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540549255.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.