401(k) · DOL Form 5500 · 2023

Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
526
Participants Below avg headcount
47th
Percentile by assets National rank
$10,795
Avg per participant Low balance/head
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Official DOL plan name: Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · Sponsored by Peterman Heating, Cooling & Plumbing, Inc. · Indiana · Other Services

$6M in assets, 526 participants

Peterman Heating, Cooling & Plumbing, Inc.'s Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported $6M in total assets and 526 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,307 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan ranks #5,307 of 7,857 2023 filers by assets (353% of the sector average)-$6M for 526 participants.

#5,307
in Other Services (7,857 peers)
+56.7%
assets growth YoY

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's mid-pack asset rank among Other Services and all filers

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs every filed plan by assets

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

$5,678,177 47th percentile higher than 47% 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

Peterman Heating, Cooling & Plumbing, 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. Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan sits mid-pack in the medium band (526 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported net income rose from $483K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported participants rose from 322 in the plan year 2022 filing to 526 in the plan year 2023 filing.
  • Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351744027 · Peterman Heating, Cooling & Plumbing, Inc. PY 2023 · 401(k)

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · $6M · 526 · 47th

  • BOOK $6M
  • VS-ST 526
  • BOY 47th
  • SCH 401(k)
  • EBSA near Engineers Design Group, Inc. Incentive Savings Plan
  • PART ind #5307

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 Other Services retirement plans → · Plans in Indiana →

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan in the asset neighbourhood

Peterman Heating, Cooling & Plumbing, Inc 401(k) PlanPeterman Heating, Cooling & …$6MEngineers Design Group, Inc. Incentive Savings PlanEngineers Design Group, Inc.…$6MD & M Savings and Retirement PlanD & M Savings and Retirement…$6MBest Contracting Services, Inc. Profit Sharing 401(k) PlanBest Contracting Services, I…$6MMidwest Cooling Towers, Inc. 401(k) Profit Sharing PlanMidwest Cooling Towers, Inc.…$6M
End-of-year total assets ($M) among Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN351744027
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterman Heating, Cooling & Plumbing, Inc.)

Sponsor-wide plan assets over time

All Peterman Heating, Cooling & Plumbing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 102.51658411182194% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.62M $7.34M ▲ +102.8%
Year Plans Participants Total Assets
2022 1 322 $4M
2023 1 526 $6M
2024 1 576 $7M

Nearby 401(k) Plans in Indiana

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

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan, Total assets ($B): 0.005678177 · Participants: 526Peterman Heating, Cooling & Plumbing, Inc 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan side-by-side with 3 peers →

Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Engineers Design Group, Inc. Incentive Savings Plan in MA ($6M); by covered participants it is Olney Bancshares of Texas, Inc. Employees 401(k) Retirement Plan and Trust in TX (526 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (526 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 Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan assets move in 2023? ▼
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan surged - up 56.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Peterman Heating, Cooling & Plumbing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterman Heating, Cooling & Plumbing, Inc.'s sponsor-wide assets grew 102.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineers Design Group, Inc. Incentive Savings Plan in MA ($6M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Olney Bancshares of Texas, Inc. Employees 401(k) Retirement Plan and Trust in TX (526 participants, $44M 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 351744027.

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.