Profit Sharing · DOL Form 5500 · 2023

American Heating, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
134
Participants Small participant base
34th
Percentile by assets National rank
$19,275
Avg per participant Low balance/head
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Official DOL plan name: The Contractors Retirement Plan · Sponsored by American Heating, Inc. · Oregon · Construction

$3M in assets, 134 participants

American Heating, Inc.'s The Contractors Retirement Plan reported $3M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,836 in Construction (9,030 peers)

Coverage in Oregon

The Contractors Retirement Plan covers 134 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#2,836
in Construction (9,030 peers)
+64.8%
assets growth YoY

The Contractors Retirement Plan's mid-pack asset rank among Construction and all filers

The Contractors Retirement Plan vs every filed plan by assets

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

$2,582,909 34th percentile higher than 34% 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

The Contractors Retirement 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. The Contractors Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Contractors Retirement Plan reported net income rose from $212K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Contractors Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Contractors Retirement Plan reported participants fell from 142 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930674300 · American Heating, Inc. PY 2023 · Profit Sharing

The Contractors Retirement Plan · $3M · 134 · 34th

  • PHOTO $3M
  • IND 134
  • EOY 34th
  • 5500 Profit Sharing
  • ASSETS near Thomas Graziano Profit Sharing
  • PCT ind #2836

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 →

The Contractors Retirement Plan in the asset neighbourhood

Smh Holdings Inc. Retirement PlanSmh Holdings Inc. Retirement…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MThomas Graziano Profit SharingThomas Graziano Profit Shari…$3MDino Clarizio, M.D., a Sole Proprietor Profit Sharing PlanDino Clarizio, M.D., a Sole …$3MFdhp Retirement Plan$3M
End-of-year total assets ($M) among The Contractors Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN930674300
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heating, Inc.)

Sponsor-wide plan assets over time

All American Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 34.050618050590145% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +34.0%
Year Plans Participants Total Assets
2022 2 380 $20M
2023 3 501 $28M
2024 2 369 $27M

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Contractors Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants The Contractors Retirement Plan, Total assets ($M): 2.582909 · Participants: 134The Contractors Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
The Contractors Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare The Contractors Retirement Plan side-by-side with 3 peers →

The Contractors Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Thomas Graziano Profit Sharing in NJ ($3M); by covered participants it is Norland International, Inc 401(k) Plan in NE (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 The Contractors Retirement Plan assets move in 2023? ▼
The Contractors Retirement Plan surged - up 64.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have American Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heating, Inc.'s sponsor-wide assets grew 34.1%, from $20M to $27M.
Which Profit Sharing plans are similar in size to The Contractors Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas Graziano Profit Sharing in NJ ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Contractors Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Norland International, Inc 401(k) Plan in NE (134 participants, $5M 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 930674300.

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.