Profit Sharing · DOL Form 5500 · 2023

Advanced Heating & Air Conditioning Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan · Sponsored by Advanced Heating & Air Conditioning · California · Construction

$3M in assets, 1 participants

Advanced Heating & Air Conditioning's Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,970 in Construction (9,030 peers)

Advanced Heating & Air Conditioning multi-year trail

Advanced Heating & Air Conditioning's plans moved +16.0% in assets from 2022 to 2024; this filing shows Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan at $3M / 1 participant.

#2,970
in Construction (9,030 peers)
+8.8%
assets growth YoY

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan's mid-pack asset rank among Construction and all filers

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$2,853,190 35th percentile higher than 35% 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

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing 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. Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan reported net income rose from $97K in the plan year 2022 filing to $231K in the plan year 2023 filing.
  • Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843305928 · Advanced Heating & Air Conditioning PY 2023 · Profit Sharing

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan · $3M · 1 · 35th

  • BOY $3M
  • BOY 1
  • BOY 35th
  • BOY Profit Sharing
  • BOY near Care Advantage, Inc. Profit Sharing Plan
  • BOY ind #2970

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 →

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement PlanAdvanced Heating & Air Condi…$3MCare Advantage, Inc. Profit Sharing PlanCare Advantage, Inc. Profit …$3MAlexander Kopp, M.D., P.C. 401(k) Profit Sharing PlanAlexander Kopp, M.D., P.C. 4…$3MSomerset Pulmonary & Critical Care Associates PA Profit Sharing PlanSomerset Pulmonary & Critica…$3MRetirement Plan for Employee of Deya Elevators Services, Inc.Retirement Plan for Employee…$3M
End-of-year total assets ($M) among Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Advanced Heating & Air Conditioning multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.049888788178183% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.62M $3.04M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Advanced Heating & Air Conditioning filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$231K
Employer EIN843305928
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.00285319 · Participants: 1Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Care Advantage, Inc. Profit Sharing Plan in VA ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan grew at a solid clip - up 8.8% during 2023, from $3M to $3M. Reported net income was $231K.
How have Advanced Heating & Air Conditioning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Heating & Air Conditioning's sponsor-wide assets grew 16.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Care Advantage, Inc. Profit Sharing Plan in VA ($3M, 354 participants).
Which Profit Sharing plans cover a similar participant headcount to Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 843305928.

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.