401(k) · DOL Form 5500 · 2023

Heating & Plumbing Engineers, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
58
Participants Small participant base
52nd
Percentile by assets National rank
$129,551
Avg per participant Near avg balance/head
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Official DOL plan name: Heating & Plumbing Engineers, Inc. 401(k) Plan · Sponsored by Heating & Plumbing Engineers, Inc. · Colorado · Construction

$8M in assets, 58 participants

Heating & Plumbing Engineers, Inc.'s Heating & Plumbing Engineers, Inc. 401(k) Plan reported $8M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,582 in Construction (9,030 peers)

Heating & Plumbing Engineers, Inc. multi-year trail

Heating & Plumbing Engineers, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Heating & Plumbing Engineers, Inc. 401(k) Plan at $8M / 58 participants.

#4,582
in Construction (9,030 peers)
+12.0%
assets growth YoY

Heating & Plumbing Engineers, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$7,513,934 Top 48% higher than 52% 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

Heating & Plumbing Engineers, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heating & Plumbing Engineers, Inc. 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heating & Plumbing Engineers, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • Heating & Plumbing Engineers, Inc. 401(k) Plan reported participants fell from 74 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Heating & Plumbing Engineers, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840440524 · Heating & Plumbing Engineers, Inc. PY 2023 · 401(k)

Heating & Plumbing Engineers, Inc. 401(k) Plan · $8M · 58 · 52nd

  • BOOK $8M
  • VS-ST 58
  • BOY 52nd
  • SCH 401(k)
  • EBSA near Oak Mill Medical Associates, S.C. Retirement Plan and Trust
  • PART ind #4582

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 Colorado →

Heating & Plumbing Engineers, Inc. 401(k) Plan in the asset neighbourhood

Heating & Plumbing Engineers, Inc. 401(k) PlanHeating & Plumbing Engineers…$8MOak Mill Medical Associates, S.C. Retirement Plan and TrustOak Mill Medical Associates,…$8MVectorply Corporation Retirement Savings PlanVectorply Corporation Retire…$8MSemperis Inc 401(k) Profit Sharing Plan & TrustSemperis Inc 401(k) Profit S…$8MArtnet Worldwide Corporation$8M
End-of-year total assets ($M) among Heating & Plumbing Engineers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heating & Plumbing Engineers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 14.761144892695368% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.71M $7.7M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 74 $7M
2023 1 58 $8M
2024 1 60 $8M

Heating & Plumbing Engineers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$804K
Employer EIN840440524
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Heating & Plumbing Engineers, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Heating & Plumbing Engineers, Inc. 401(k) Plan, Total assets ($B): 0.007513934 · Participants: 58Heating & Plumbing Engineers, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Heating & Plumbing Engineers, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Heating & Plumbing Engineers, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Oak Mill Medical Associates, S.C. Retirement Plan and Trust in IL ($8M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Heating & Plumbing Engineers, Inc. 401(k) Plan assets move in 2023? ▼
Heating & Plumbing Engineers, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $7M to $8M. Reported net income was $804K.
How have Heating & Plumbing Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heating & Plumbing Engineers, Inc.'s sponsor-wide assets grew 14.8%, from $7M to $8M.
Which 401(k) plans are similar in size to Heating & Plumbing Engineers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oak Mill Medical Associates, S.C. Retirement Plan and Trust in IL ($8M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Heating & Plumbing Engineers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 840440524.

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.