401(k) · DOL Form 5500 · 2023

Ams Mechanical Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
152
Participants Small participant base
76th
Percentile by assets National rank
$164,617
Avg per participant Above avg balance/head
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Official DOL plan name: Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Ams Mechanical Holdings, Inc. · Illinois · Construction

$25M in assets, 152 participants

Ams Mechanical Holdings, Inc.'s Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,772 in Construction (9,030 peers)

Coverage in Illinois

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan covers 152 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#6,772
in Construction (9,030 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,021,822 Top 24% higher than 76% 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

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing 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. Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814368506 · Ams Mechanical Holdings, Inc. PY 2023 · 401(k)

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan · $25M · 152 · 76th

  • BOY $25M
  • SCH 152
  • EBSA 76th
  • PART 401(k)
  • TYPE near Berje, Inc. Retirement Plan
  • NET ind #6772

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 Illinois →

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing PlanAms Mechanical Holdings, Inc…$25MBerje, Inc. Retirement Plan$25MFisheye Software 401(k) Plan$25MEneos USA Employees 401(k) PlanEneos USA Employees 401(k) P…$25MFriedman's Home Improvement 401(k) Profit Sharing PlanFriedman's Home Improvement …$25M
End-of-year total assets ($M) among Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN814368506
Plan Effective Date1981-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ams Mechanical Holdings, Inc.)

Sponsor-wide plan assets over time

All Ams Mechanical Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 160.02845412689487% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $42.1M $109M ▲ +160.0%
Year Plans Participants Total Assets
2022 2 277 $42M
2023 2 300 $62M
2024 2 327 $109M

Nearby 401(k) Plans in Illinois

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

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025021822 · Participants: 152Ams Mechanical Holdings, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Berje, Inc. Retirement Plan in NJ ($25M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2023, from $21M to $25M. Reported net income was $4M.
How have Ams Mechanical Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ams Mechanical Holdings, Inc.'s sponsor-wide assets grew 160.0%, from $42M to $109M.
Where does Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Berje, Inc. Retirement Plan in NJ ($25M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Ams Mechanical Holdings, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M in assets).