401(k) · DOL Form 5500 · 2023
B & D Plumbing, Heating and Air Conditioning, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $72,461
- Avg per participant Below avg balance/head
Official DOL plan name: B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust · Sponsored by B & D Plumbing, Heating and Air Conditioning, Inc. · Minnesota · Construction
$10M in assets, 137 participants
B & D Plumbing, Heating and Air Conditioning, Inc.'s B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust reported $10M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #5,127 in Construction (9,030 peers)
Coverage in Minnesota
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust covers 137 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.
- #5,127
- in Construction (9,030 peers)
- +21.8%
- assets growth YoY
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust's mid-pack asset rank among Construction and all filers
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,927,096 Top 42% higher than 58% 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
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) 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. B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust reported participants rose from 122 in the plan year 2022 filing to 137 in the plan year 2023 filing.
DOL schedule card
Filing strip 412000947 · B & D Plumbing, Heating and Air Conditioning, Inc. PY 2023 · 401(k)
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust · $10M · 137 · 58th
- RANK $10M
- RANK 137
- RANK 58th
- RANK 401(k)
- RANK near H2 Health 401(k) Plan
- RANK ind #5127
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 Minnesota →
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 412000947 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B & D Plumbing, Heating and Air Conditioning, Inc.)
Sponsor-wide plan assets over time
All B & D Plumbing, Heating and Air Conditioning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 44.13352067499909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $8M |
| 2023 | 1 | 137 | $10M |
| 2024 | 1 | 133 | $12M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is H2 Health 401(k) Plan in FL ($10M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- H2 Health 401(k) Plan (FL) $10M · 1,173
- Corporate Medical Advisor Holdings, Inc. 401(k) Plan (TX) $10M · 365
- Scott Felder Homes 401(k)/Roth Plan (TX) $10M · 158
- Knight Law Group LLP Retirement Plan (CA) $10M · 172
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Valley Perinatal Services (AZ) 137 · 0 off
- Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) 137 · 0 off
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 137 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.