401(k) · DOL Form 5500 · 2024

Cfg, LLC D/B/a Chapman Heating and Air Conditioning 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
38
Participants Small participant base
44th
Percentile by assets National rank
$149,884
Avg per participant Above avg balance/head
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Official DOL plan name: Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan · Sponsored by Cfg, LLC D/B/a Chapman Heating and Air Conditioning · Missouri · Construction

$6M in assets, 38 participants

Cfg, LLC D/B/a Chapman Heating and Air Conditioning's Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan reported $6M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,883 in Construction (9,039 peers)

Cfg, LLC D/B/a Chapman Heating and Air Conditioning multi-year trail

Cfg, LLC D/B/a Chapman Heating and Air Conditioning's plans moved +50.5% in assets from 2022 to 2024; this filing shows Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan at $6M / 38 participants.

#3,883
in Construction (9,039 peers)
+19.9%
assets growth YoY

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,695,610 44th percentile higher than 44% of 123,620 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 2024

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454713419 · Cfg, LLC D/B/a Chapman Heating and Air Conditioning PY 2024 · 401(k)

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan · $6M · 38 · 44th

  • TYPE $6M
  • NET 38
  • BOOK 44th
  • VS-ST 401(k)
  • BOY near William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan
  • SCH ind #3883

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 Missouri →

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan in the asset neighbourhood

Chapman Heating and Air Conditioning 401(k) Profit Sharing PlanChapman Heating and Air Cond…$6MWilliam L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing PlanWilliam L. Wong, Cpa & Assoc…$6MOne World 401(k) Plan$6MSeabrook Island Club Retirement Savings PlanSeabrook Island Club Retirem…$6MBeverly Industries, LLC 401(k) PlanBeverly Industries, LLC 401(…$6M
End-of-year total assets ($M) among Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cfg, LLC D/B/a Chapman Heating and Air Conditioning multi-year asset trail

Sponsor-wide plan assets over time

All Cfg, LLC D/B/a Chapman Heating and Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$6M 50.47151056424075% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.79M $5.7M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 35 $4M
2023 1 36 $5M
2024 1 38 $6M

Cfg, LLC D/B/a Chapman Heating and Air Conditioning filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$945K
Employer EIN454713419
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan, Total assets ($B): 0.00569561 · Participants: 38Chapman Heating and Air Conditioning 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan in HI ($6M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan assets move in 2024?
Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan grew sharply - up 19.9% during 2024, from $5M to $6M. Reported net income was $945K.
How have Cfg, LLC D/B/a Chapman Heating and Air Conditioning plan assets changed over time?
Across 3 plan years on file (2022-2024), Cfg, LLC D/B/a Chapman Heating and Air Conditioning's sponsor-wide assets grew 50.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is William L. Wong, Cpa & Associates, Inc. 401(k) Profit Sharing Plan in HI ($6M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Chapman Heating and Air Conditioning 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).