401(k) · DOL Form 5500 · 2023

Estes Heating & Air Conditioning, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
174
Participants Small participant base
60th
Percentile by assets National rank
$62,049
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Estes Heating & Air Conditioning, Inc. 401(k) Plan · Sponsored by Estes Heating & Air Conditioning, Inc. · Georgia · Construction

$11M in assets, 174 participants

Estes Heating & Air Conditioning, Inc.'s Estes Heating & Air Conditioning, Inc. 401(k) Plan reported $11M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,289 in Construction (9,030 peers)

Coverage in Georgia

Estes Heating & Air Conditioning, Inc. 401(k) Plan covers 174 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#5,289
in Construction (9,030 peers)
+27.2%
assets growth YoY

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

Estes Heating & Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$10,796,603 Top 40% higher than 60% 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

Estes Heating & Air Conditioning, Inc. 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. Estes Heating & Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Estes Heating & Air Conditioning, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Estes Heating & Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Estes Heating & Air Conditioning, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581080369 · Estes Heating & Air Conditioning, Inc. PY 2023 · 401(k)

Estes Heating & Air Conditioning, Inc. 401(k) Plan · $11M · 174 · 60th

  • RANK $11M
  • RANK 174
  • RANK 60th
  • RANK 401(k)
  • RANK near Hudson News Group Retirement Plan
  • RANK ind #5289

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 Georgia →

Estes Heating & Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Estes Heating & Air Conditioning, Inc. 401(k) PlanEstes Heating & Air Conditio…$11MHudson News Group Retirement PlanHudson News Group Retirement…$11MBrennan Industries, Inc. 401(k) Retirement PlanBrennan Industries, Inc. 401…$11MPontiac Bancorp 401(k) Savings PlanPontiac Bancorp 401(k) Savin…$11MMoore & Bruggink, Inc. 401(k) PlanMoore & Bruggink, Inc. 401(k…$11M
End-of-year total assets ($M) among Estes Heating & Air Conditioning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN581080369
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estes Heating & Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Estes Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.34231717771432% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.49M $12.4M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 160 $8M
2023 1 174 $11M
2024 1 186 $12M

Nearby 401(k) Plans in Georgia

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

Estes Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Estes Heating & Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.010796603 · Participants: 174Estes Heating & Air Conditioning, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Estes Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Estes Heating & Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Hudson News Group Retirement Plan in NJ ($11M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Estes Heating & Air Conditioning, Inc. 401(k) Plan assets move in 2023? ▼
Estes Heating & Air Conditioning, Inc. 401(k) Plan grew sharply - up 27.2% during 2023, from $8M to $11M. Reported net income was $2M.
How have Estes Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estes Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 46.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Estes Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hudson News Group Retirement Plan in NJ ($11M, 741 participants).
Which 401(k) plans cover a similar participant headcount to Estes Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 581080369.

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.