401(k) · DOL Form 5500 · 2023

Controlled Air, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
14
Participants Small participant base
54th
Percentile by assets National rank
$567,729
Avg per participant High balance/head
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Official DOL plan name: Controlled Air, Inc. 401(k) Profit Sharing Plan · Sponsored by Controlled Air, Inc. · Ohio · Wholesale Trade

$8M in assets, 14 participants

Controlled Air, Inc.'s Controlled Air, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,786 in Wholesale Trade (6,309 peers)

Controlled Air, Inc. multi-year trail

Controlled Air, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Controlled Air, Inc. 401(k) Profit Sharing Plan at $8M / 14 participants.

#2,786
in Wholesale Trade (6,309 peers)
+34.3%
assets growth YoY

Controlled Air, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Controlled Air, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,948,206 Top 46% higher than 54% 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

Controlled Air, Inc. 401(k) Profit Sharing 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. Controlled Air, Inc. 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Controlled Air, Inc. 401(k) Profit Sharing Plan reported net income rose from $965K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Controlled Air, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310654348 · Controlled Air, Inc. PY 2023 · 401(k)

Controlled Air, Inc. 401(k) Profit Sharing Plan · $8M · 14 · 54th

  • IND $8M
  • IND 14
  • IND 54th
  • IND 401(k)
  • IND near Express Credit Auto Savings Incentive Plan
  • IND ind #2786

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 Wholesale Trade retirement plans → · Plans in Ohio →

Controlled Air, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Controlled Air, Inc. 401(k) Profit Sharing PlanControlled Air, Inc. 401(k) …$8MExpress Credit Auto Savings Incentive PlanExpress Credit Auto Savings …$8MTitan Transfer, Inc. 401(k) Profit Sharing Plan and TrustTitan Transfer, Inc. 401(k) …$8MThrive Market, Inc. 401(k) PlanThrive Market, Inc. 401(k) P…$8MHerald Group of Employees Profit Sharing PlanHerald Group of Employees Pr…$8M
End-of-year total assets ($M) among Controlled Air, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Controlled Air, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Controlled Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.29556823218475% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.92M $8.42M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 14 $8M
2024 1 14 $8M

Controlled Air, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN310654348
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Controlled Air, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Controlled Air, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007948206 · Participants: 14Controlled Air, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Controlled Air, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Controlled Air, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Controlled Air, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Express Credit Auto Savings Incentive Plan in OK ($8M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Controlled Air, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Controlled Air, Inc. 401(k) Profit Sharing Plan surged - up 34.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Controlled Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Controlled Air, Inc.'s sponsor-wide assets grew 42.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Controlled Air, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Express Credit Auto Savings Incentive Plan in OK ($8M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Controlled Air, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 310654348.

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.