Profit Sharing · DOL Form 5500 · 2023
T. Sorrells Company Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Terry's American Hvac, Inc. Retirement Plan · Sponsored by T. Sorrells Company · Oklahoma · Construction
$2M in assets, 1 participants
T. Sorrells Company's Terry's American Hvac, Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #2,277 in Construction (9,030 peers)
What the 2023 filing shows
Terry's American Hvac, Inc. Retirement Plan holds $2M for 1 participant - about $1.5M per participant, in the lower half of filed plans by assets.
- #2,277
- in Construction (9,030 peers)
- +0.0%
- assets growth YoY
Terry's American Hvac, Inc. Retirement Plan among the smaller filed plans by assets
Terry's American Hvac, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,500,000 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Terry's American Hvac, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry's American Hvac, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 463008317 · T. Sorrells Company PY 2023 · Profit Sharing
Terry's American Hvac, Inc. Retirement Plan · $2M · 1 · 27th
- VS-ST $2M
- BOY 1
- SCH 27th
- EBSA Profit Sharing
- PART near Camdenton Resort Inc. Retirement Plan
- TYPE ind #2277
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 Oklahoma →
Terry's American Hvac, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Employer EIN | 463008317 |
| Plan Effective Date | 2013-06-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (T. Sorrells Company)
Sponsor-wide plan assets over time
All T. Sorrells Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.666666666666667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Terry's American Hvac, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Camdenton Resort Inc. Retirement Plan in MO ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.