401(k) · DOL Form 5500 · 2023

Comfort Flow Heating, Co. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
147
Participants Small participant base
58th
Percentile by assets National rank
$66,311
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Comfort Flow Heating, Co. 401(k) Profit Sharing Plan · Sponsored by Comfort Flow Heating, Co. · Oregon · Construction

$10M in assets, 147 participants

Comfort Flow Heating, Co.'s Comfort Flow Heating, Co. 401(k) Profit Sharing Plan reported $10M in total assets and 147 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.

  • #5,097 in Construction (9,030 peers)

Coverage in Oregon

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan covers 147 participants in Oregon, about 33% of the average Oregon filer (state average ~443 per filing). Assets: $10M.

#5,097
in Construction (9,030 peers)
+24.5%
assets growth YoY

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,747,666 Top 42% higher than 58% 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

Comfort Flow Heating, Co. 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. Comfort Flow Heating, Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Comfort Flow Heating, Co. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Comfort Flow Heating, Co. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Comfort Flow Heating, Co. 401(k) Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930592999 · Comfort Flow Heating, Co. PY 2023 · 401(k)

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan · $10M · 147 · 58th

  • EIN $10M
  • RANK 147
  • PHOTO 58th
  • IND 401(k)
  • EOY near Legacy Equipment, LLC 401(k) and Profit Sharing Plan
  • 5500 ind #5097

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 Oregon →

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Comfort Flow Heating, Co. 401(k) Profit Sharing PlanComfort Flow Heating, Co. 40…$10MLegacy Equipment, LLC 401(k) and Profit Sharing PlanLegacy Equipment, LLC 401(k)…$10MFamily Medical Center Retirement and 401(k) PlanFamily Medical Center Retire…$10MChastain-Skillman, Inc. 401(k) Profit Sharing Plan and TrustChastain-Skillman, Inc. 401(…$10MCybereason 401(k) Retirement PlanCybereason 401(k) Retirement…$10M
End-of-year total assets ($M) among Comfort Flow Heating, Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN930592999
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort Flow Heating, Co.)

Sponsor-wide plan assets over time

All Comfort Flow Heating, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 52.86135287214147% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.83M $12M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 145 $8M
2023 1 147 $10M
2024 1 167 $12M

Nearby 401(k) Plans in Oregon

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

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Comfort Flow Heating, Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.009747666 · Participants: 147Comfort Flow Heating, Co. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Comfort Flow Heating, Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Comfort Flow Heating, Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Comfort Flow Heating, Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Legacy Equipment, LLC 401(k) and Profit Sharing Plan in AR ($10M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Comfort Flow Heating, Co. 401(k) Profit Sharing Plan assets move in 2023? ▼
Comfort Flow Heating, Co. 401(k) Profit Sharing Plan grew sharply - up 24.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Comfort Flow Heating, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comfort Flow Heating, Co.'s sponsor-wide assets grew 52.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Comfort Flow Heating, Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Equipment, LLC 401(k) and Profit Sharing Plan in AR ($10M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Comfort Flow Heating, Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 930592999.

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.