401(k) · DOL Form 5500 · 2023

Burgeson's Heating and Air Conditioning, in. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
56th
Percentile by assets National rank
$79,305
Avg per participant Below avg balance/head
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Official DOL plan name: Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan · Sponsored by Burgeson's Heating and Air Conditioning, in. · California · Construction

$9M in assets, 112 participants

Burgeson's Heating and Air Conditioning, in.'s Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported $9M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,909 in Construction (9,030 peers)

Coverage in California

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,909
in Construction (9,030 peers)
+26.5%
assets growth YoY

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$8,882,169 Top 44% higher than 56% 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

Burgeson's Heating and Air Conditioning, Inc. 401(k) 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. Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported net income rose from -$753K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported participants fell from 127 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952641609 · Burgeson's Heating and Air Conditioning, in. PY 2023 · 401(k)

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan · $9M · 112 · 56th

  • ASSETS $9M
  • ASSETS 112
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near Rds Enterprises LLC Dba Porsche of the Main Line 401(k) Plan
  • ASSETS ind #4909

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 California →

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Burgeson's Heating and Air Conditioning, Inc. 401(k) PlanBurgeson's Heating and Air C…$9MRds Enterprises LLC Dba Porsche of the Main Line 401(k) PlanRds Enterprises LLC Dba Pors…$9MPda 401(k) Plan$9MTrible's Inc Profit Sharing PlanTrible's Inc Profit Sharing …$9MBirch Tree Communities, Inc. 401(k) Profit Sharing PlanBirch Tree Communities, Inc.…$9M
End-of-year total assets ($M) among Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN952641609
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgeson's Heating and Air Conditioning, in.)

Sponsor-wide plan assets over time

All Burgeson's Heating and Air Conditioning, in. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 51.051958470130224% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.02M $10.6M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 127 $7M
2023 1 112 $9M
2024 1 136 $11M

Nearby 401(k) Plans in California

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

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.008882169 · Participants: 112Burgeson's Heating and Air Conditioning, Inc. 401(k) 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
Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rds Enterprises LLC Dba Porsche of the Main Line 401(k) Plan in PA ($9M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan assets move in 2023? ▼
Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan grew sharply - up 26.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Burgeson's Heating and Air Conditioning, in. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgeson's Heating and Air Conditioning, in.'s sponsor-wide assets grew 51.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rds Enterprises LLC Dba Porsche of the Main Line 401(k) Plan in PA ($9M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 952641609.

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.