401(k) · DOL Form 5500 · 2023

Pharo Heating Company, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
37th
Percentile by assets National rank
$130,031
Avg per participant Near avg balance/head
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Official DOL plan name: Pharo Heating Savings & Retirement Plan · Sponsored by Pharo Heating Company, Inc. · Wisconsin · Construction

$3M in assets, 26 participants

Pharo Heating Company, Inc.'s Pharo Heating Savings & Retirement Plan reported $3M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,210 in Construction (9,030 peers)

Pharo Heating Company, Inc. multi-year trail

Pharo Heating Company, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Pharo Heating Savings & Retirement Plan at $3M / 26 participants.

#3,210
in Construction (9,030 peers)
+9.7%
assets growth YoY

Pharo Heating Savings & Retirement Plan's mid-pack asset rank among Construction and all filers

Pharo Heating Savings & Retirement Plan vs every filed plan by assets

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

$3,380,818 37th percentile higher than 37% 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

Pharo Heating Savings & Retirement 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. Pharo Heating Savings & Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pharo Heating Savings & Retirement Plan reported net income fell from $531K in the plan year 2022 filing to $300K in the plan year 2023 filing.
  • Pharo Heating Savings & Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pharo Heating Savings & Retirement Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391628675 · Pharo Heating Company, Inc. PY 2023 · 401(k)

Pharo Heating Savings & Retirement Plan · $3M · 26 · 37th

  • PHOTO $3M
  • IND 26
  • EOY 37th
  • 5500 401(k)
  • ASSETS near Roadshow Retirement and Savings Plan
  • PCT ind #3210

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 Wisconsin →

Pharo Heating Savings & Retirement Plan in the asset neighbourhood

Pharo Heating Savings & Retirement PlanPharo Heating Savings & Reti…$3MRoadshow Retirement and Savings PlanRoadshow Retirement and Savi…$3MFacility Wizard Software Incorporated 401(k) PlanFacility Wizard Software Inc…$3MPower & Rubber Supply, Inc. Retirement PlanPower & Rubber Supply, Inc. …$3MDallas Symphony Association Staff 403(b) PlanDallas Symphony Association …$3M
End-of-year total assets ($M) among Pharo Heating Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pharo Heating Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pharo Heating Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.456484154720407% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.08M $3.93M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 26 $3M
2024 1 25 $4M

Pharo Heating Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$300K
Employer EIN391628675
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pharo Heating Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Pharo Heating Savings & Retirement Plan, Total assets ($B): 0.003380818 · Participants: 26Pharo Heating Savings & Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Pharo Heating Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Pharo Heating Savings & Retirement Plan side-by-side with 3 peers →

Pharo Heating Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roadshow Retirement and Savings Plan in CA ($3M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 Pharo Heating Savings & Retirement Plan assets move in 2023? ▼
Pharo Heating Savings & Retirement Plan grew at a solid clip - up 9.7% during 2023, from $3M to $3M. Reported net income was $300K.
How have Pharo Heating Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pharo Heating Company, Inc.'s sponsor-wide assets grew 27.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Pharo Heating Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roadshow Retirement and Savings Plan in CA ($3M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Pharo Heating Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 391628675.

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.