401(k) · DOL Form 5500 · 2023

Ohio Heat Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$148,986
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohio Heat Exchange, Inc. 401(k) Plan · Sponsored by Ohio Heat Exchange, Inc. · Ohio · Retail Trade

$1M in assets, 10 participants

Ohio Heat Exchange, Inc.'s Ohio Heat Exchange, Inc. 401(k) Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,335 in Retail Trade (8,414 peers)

Ohio Heat Exchange, Inc. multi-year trail

Ohio Heat Exchange, Inc.'s plans moved +47.6% in assets from 2022 to 2024; this filing shows Ohio Heat Exchange, Inc. 401(k) Plan at $1M / 10 participants.

#3,335
in Retail Trade (8,414 peers)
+52.9%
assets growth YoY

Ohio Heat Exchange, Inc. 401(k) Plan among the smaller filed plans by assets

Ohio Heat Exchange, Inc. 401(k) Plan vs every filed plan by assets

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

$1,489,856 27th percentile higher than 27% 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

Ohio Heat Exchange, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Heat Exchange, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Heat Exchange, Inc. 401(k) Plan reported net income rose from -$27K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Ohio Heat Exchange, Inc. 401(k) Plan end-of-year assets rose from $974K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ohio Heat Exchange, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813242396 · Ohio Heat Exchange, Inc. PY 2023 · 401(k)

Ohio Heat Exchange, Inc. 401(k) Plan · $1M · 10 · 27th

  • BOY $1M
  • BOY 10
  • BOY 27th
  • BOY 401(k)
  • BOY near Displaymax Inc 401(k) Plan & Trust
  • BOY ind #3335

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 Retail Trade retirement plans → · Plans in Ohio →

Ohio Heat Exchange, Inc. 401(k) Plan in the asset neighbourhood

Ohio Heat Exchange, Inc. 401(k) PlanOhio Heat Exchange, Inc. 401…$1MDisplaymax Inc 401(k) Plan & TrustDisplaymax Inc 401(k) Plan &…$1MT & M Manufacturing Employee Stock Ownership PlanT & M Manufacturing Employee…$1MPrairieland Bancorp, Inc. Retirement PlanPrairieland Bancorp, Inc. Re…$1MHayes Holdings Inc 401(k) Profit Sharing Plan & TrustHayes Holdings Inc 401(k) Pr…$1M
End-of-year total assets ($M) among Ohio Heat Exchange, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio Heat Exchange, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ohio Heat Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 47.552227962047375% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.44M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 8 $974K
2023 1 10 $1M
2024 1 10 $1M

Ohio Heat Exchange, Inc. filing trail (2023)

Total Assets (Beginning of Year)$974K
Net Assets (End of Year)$1M
Net Income$515K
Employer EIN813242396
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ohio Heat Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ohio Heat Exchange, Inc. 401(k) Plan, Total assets ($B): 0.001489856 · Participants: 10Ohio Heat Exchange, Inc. 401(k) 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
Ohio Heat Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Heat Exchange, Inc. 401(k) Plan side-by-side with 3 peers →

Ohio Heat Exchange, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Displaymax Inc 401(k) Plan & Trust in MI ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Ohio Heat Exchange, Inc. 401(k) Plan assets move in 2023? ▼
Ohio Heat Exchange, Inc. 401(k) Plan surged - up 52.9% during 2023, from $974K to $1M. Reported net income was $515K.
How have Ohio Heat Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Heat Exchange, Inc.'s sponsor-wide assets grew 47.6%, from $974K to $1M.
Which 401(k) plans are similar in size to Ohio Heat Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Displaymax Inc 401(k) Plan & Trust in MI ($1M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Heat Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 813242396.

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.