401(k) · DOL Form 5500 · 2023

Heat and Control, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
661
Participants Below avg headcount
91st
Percentile by assets National rank
$140,421
Avg per participant Near avg balance/head
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Official DOL plan name: Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan · Sponsored by Heat and Control, Inc. · California · Manufacturing

$93M in assets, 661 participants

Heat and Control, Inc.'s Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported $93M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,106 in Manufacturing (18,722 peers)

Where Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits by assets

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $93M for 661 participants (~$140,421/participant), up 15.8% in 2023.

#16,106
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan's outsized position by total assets

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$92,817,953 Top 9% higher than 91% 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

Heat and Control, Inc. Profit-Sharing and 401(k) Savings 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. Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported participants rose from 558 in the plan year 2022 filing to 661 in the plan year 2023 filing.
  • Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan end-of-year assets rose from $80M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941150095 · Heat and Control, Inc. PY 2023 · 401(k)

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan · $93M · 661 · 91st

  • PART $93M
  • TYPE 661
  • NET 91st
  • BOOK 401(k)
  • VS-ST near Ryman Hospitality Properties 401(k) Savings Plan
  • BOY ind #16106

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 →

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan in the asset neighbourhood

The 401(k) Plan of Ucc Holdco, LLCThe 401(k) Plan of Ucc Holdc…$93MHeat and Control, Inc. Profit-Sharing and 401(k) Savings PlanHeat and Control, Inc. Profi…$93MRyman Hospitality Properties 401(k) Savings PlanRyman Hospitality Properties…$93MT & M Associates Retirement and Savings Incentive PlanT & M Associates Retirement …$93MKimray, Inc. 401(k) Profit Sharing PlanKimray, Inc. 401(k) Profit S…$93M
End-of-year total assets ($M) among Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$93M
Net Income$13M
Employer EIN941150095
Plan Effective Date1973-12-31
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 401(k) Plans in California

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

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan, Total assets ($B): 0.092817953 · Participants: 661Heat and Control, Inc. Profit-Sharing and 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ryman Hospitality Properties 401(k) Savings Plan in TN ($93M); by covered participants it is Jrmb II, Inc. 401(k) Plan in OK (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan assets move in 2023? ▼
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan grew sharply - up 15.8% during 2023, from $80M to $93M. Reported net income was $13M.
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 Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ryman Hospitality Properties 401(k) Savings Plan in TN ($93M, 1,124 participants).
Which 401(k) plans cover a similar participant headcount to Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jrmb II, Inc. 401(k) Plan in OK (661 participants, $28M 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.