401(k) · DOL Form 5500 · 2023

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
306
Participants Below avg headcount
34th
Percentile by assets National rank
$8,684
Avg per participant Low balance/head
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Official DOL plan name: Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · Sponsored by Jon Wayne Heating & Air Conditioning, Ltd. · Texas · Construction

$3M in assets, 306 participants

Jon Wayne Heating & Air Conditioning, Ltd.'s Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported $3M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,881 in Construction (9,030 peers)

Coverage in Texas

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan covers 306 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,881
in Construction (9,030 peers)
+34.8%
assets growth YoY

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's mid-pack asset rank among Construction and all filers

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs every filed plan by assets

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

$2,657,155 34th percentile higher than 34% 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

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) 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. Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported net income rose from -$373K in the plan year 2022 filing to $687K in the plan year 2023 filing.
  • Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported participants rose from 263 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 743018497 · Jon Wayne Heating & Air Conditioning, Ltd. PY 2023 · 401(k)

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · $3M · 306 · 34th

  • ASSETS $3M
  • PCT 306
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Cornea Cataract & Laser Center, P.C. 401(k) Plan and Trust
  • IND ind #2881

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 Texas →

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan in the asset neighbourhood

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) PlanJon Wayne Heating & Air Cond…$3MCornea Cataract & Laser Center, P.C. 401(k) Plan and TrustCornea Cataract & Laser Cent…$3MSand Hill Hotel Management, LLC 401(k) PlanSand Hill Hotel Management, …$3MIndelible Solutions 401(k) PlanIndelible Solutions 401(k) P…$3MGalloway & Associates 401(k) Retirement PlanGalloway & Associates 401(k)…$3M
End-of-year total assets ($M) among Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$687K
Employer EIN743018497
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon Wayne Heating & Air Conditioning, Ltd.)

Sponsor-wide plan assets over time

All Jon Wayne Heating & Air Conditioning, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 82.36608830734362% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.97M $3.59M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 263 $2M
2023 1 306 $3M
2024 1 226 $4M

Nearby 401(k) Plans in Texas

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

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan, Total assets ($B): 0.002657155 · Participants: 306Jon Wayne Heating & Air Conditioning, Ltd. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan side-by-side with 3 peers →

Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cornea Cataract & Laser Center, P.C. 401(k) Plan and Trust in IL ($3M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan assets move in 2023? ▼
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan surged - up 34.8% during 2023, from $2M to $3M. Reported net income was $687K.
How have Jon Wayne Heating & Air Conditioning, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jon Wayne Heating & Air Conditioning, Ltd.'s sponsor-wide assets grew 82.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornea Cataract & Laser Center, P.C. 401(k) Plan and Trust in IL ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 participants, $3M 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 743018497.

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.