401(k) · DOL Form 5500 · 2023

Conditioned Air Company of Naples, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
351
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,629
Avg per participant Low balance/head
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Official DOL plan name: Conditioned Air Company of Naples, LLC 401(k) Plan · Sponsored by Conditioned Air Company of Naples, LLC · Florida · Other Services

$7M in assets, 351 participants

Conditioned Air Company of Naples, LLC's Conditioned Air Company of Naples, LLC 401(k) Plan reported $7M in total assets and 351 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.

  • #5,624 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Conditioned Air Company of Naples, LLC 401(k) Plan ranks #5,624 of 7,857 2023 filers by assets (277% of the sector average)-$7M for 351 participants.

#5,624
in Other Services (7,857 peers)
-2.2%
assets change YoY

The plan reported a net loss of $166K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conditioned Air Company of Naples, LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers

Conditioned Air Company of Naples, LLC 401(k) Plan vs every filed plan by assets

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

$7,240,802 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

Conditioned Air Company of Naples, LLC 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. Conditioned Air Company of Naples, LLC 401(k) Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conditioned Air Company of Naples, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$166K in the plan year 2023 filing.
  • Conditioned Air Company of Naples, LLC 401(k) Plan reported participants rose from 310 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Conditioned Air Company of Naples, LLC 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590910697 · Conditioned Air Company of Naples, LLC PY 2023 · 401(k)

Conditioned Air Company of Naples, LLC 401(k) Plan · $7M · 351 · 52nd

  • PCT $7M
  • EIN 351
  • RANK 52nd
  • PHOTO 401(k)
  • IND near Ecc 401(k) Profit Sharing Plan
  • EOY ind #5624

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 Other Services retirement plans → · Plans in Florida →

Conditioned Air Company of Naples, LLC 401(k) Plan in the asset neighbourhood

Conditioned Air Company of Naples, LLC 401(k) PlanConditioned Air Company of N…$7MEcc 401(k) Profit Sharing PlanEcc 401(k) Profit Sharing Pl…$7MPrecision Countertops, Inc Profit Sharing Plan & TrustPrecision Countertops, Inc P…$7MMonarch Litho, Inc. Profit Sharing 401(k) Plan & TrustMonarch Litho, Inc. Profit S…$7MThe Hardy Corporation, Inc. 401(k) PlanThe Hardy Corporation, Inc. …$7M
End-of-year total assets ($M) among Conditioned Air Company of Naples, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$166K
Employer EIN590910697
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conditioned Air Company of Naples, LLC)

Sponsor-wide plan assets over time

All Conditioned Air Company of Naples, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.19030727785802% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $7.41M $4.95M ▼ -33.2%
Year Plans Participants Total Assets
2022 1 310 $7M
2023 1 351 $7M
2024 1 305 $5M

Nearby 401(k) Plans in Florida

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

Conditioned Air Company of Naples, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Conditioned Air Company of Naples, LLC 401(k) Plan, Total assets ($B): 0.007240802 · Participants: 351Conditioned Air Company of Naples, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Conditioned Air Company of Naples, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Conditioned Air Company of Naples, LLC 401(k) Plan side-by-side with 3 peers →

Conditioned Air Company of Naples, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ecc 401(k) Profit Sharing Plan in AK ($7M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Conditioned Air Company of Naples, LLC 401(k) Plan assets move in 2023? ▼
Conditioned Air Company of Naples, LLC 401(k) Plan edged down modestly - down 2.2% during 2023, from $7M to $7M. Reported net income was -$166K.
How have Conditioned Air Company of Naples, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conditioned Air Company of Naples, LLC's sponsor-wide assets declined 33.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Conditioned Air Company of Naples, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ecc 401(k) Profit Sharing Plan in AK ($7M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Conditioned Air Company of Naples, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 590910697.

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.