Defined Benefit (Pension) · DOL Form 5500 · 2023

Heat and Control, Inc. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
128
Participants Small participant base
83rd
Percentile by assets National rank
$321,201
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan for the Employees of Heat and Control, Inc. · Sponsored by Heat and Control, Inc. · California · Manufacturing

$41M in assets, 128 participants

Heat and Control, Inc.'s Pension Plan for the Employees of Heat and Control, Inc. reported $41M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,292 in Manufacturing (18,722 peers)

Coverage in California

Pension Plan for the Employees of Heat and Control, Inc. covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $41M.

#14,292
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for the Employees of Heat and Control, Inc.'s outsized position by total assets

Pension Plan for the Employees of Heat and Control, Inc. vs every filed plan by assets

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

$41,113,713 Top 17% higher than 83% 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

Pension Plan for the Employees of Heat and Control, Inc. 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. Pension Plan for the Employees of Heat and Control, Inc. sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for the Employees of Heat and Control, Inc. reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pension Plan for the Employees of Heat and Control, Inc. end-of-year assets rose from $37M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Pension Plan for the Employees of Heat and Control, Inc. reported participants fell from 134 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941150095 · Heat and Control, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for the Employees of Heat and Control, Inc. · $41M · 128 · 83rd

  • EBSA $41M
  • PART 128
  • TYPE 83rd
  • NET Defined Benefit (Pension)
  • BOOK near Gkn Sinter Metals Pension Plan
  • VS-ST ind #14292

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 Manufacturing retirement plans → · Plans in California →

Pension Plan for the Employees of Heat and Control, Inc. in the asset neighbourhood

Guthrie Cortland Medical Center Pension PlanGuthrie Cortland Medical Cen…$41MPension Plan for the Employees of Heat and Control, Inc.Pension Plan for the Employe…$41MGkn Sinter Metals Pension PlanGkn Sinter Metals Pension Pl…$41MUnite/Here 74 Pension Trust FundUnite/Here 74 Pension Trust …$41MLeggett & Platt, Incorporated Pension PlanLeggett & Platt, Incorporate…$41M
End-of-year total assets ($M) among Pension Plan for the Employees of Heat and Control, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN941150095
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat and Control, Inc.)

Sponsor-wide plan assets over time

All Heat and Control, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 28.80612861890412% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $117M $151M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 692 $117M
2023 2 789 $134M
2024 2 847 $151M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for the Employees of Heat and Control, Inc., Total assets ($B): 0.041113713 · Participants: 128Pension Plan for the Employees of Heat and Control, Inc.Kaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for the Employees of Heat and Control, Inc. side-by-side with 3 peers →

Pension Plan for the Employees of Heat and Control, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Gkn Sinter Metals Pension Plan in MI ($41M); by covered participants it is The Seeing Eye, Inc. Pension Plan in NJ (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Pension Plan for the Employees of Heat and Control, Inc. assets move in 2023? ▼
Pension Plan for the Employees of Heat and Control, Inc. grew at a solid clip - up 10.6% during 2023, from $37M to $41M. Reported net income was $4M.
How have Heat and Control, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat and Control, Inc.'s sponsor-wide assets grew 28.8%, from $117M to $151M.
Where does Pension Plan for the Employees of Heat and Control, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for the Employees of Heat and Control, Inc. ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gkn Sinter Metals Pension Plan in MI ($41M, 153 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Seeing Eye, Inc. Pension Plan in NJ (128 participants, $39M 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 941150095.

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.