401(k) · DOL Form 5500 · 2024

Hvac Services, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
48
Participants Small participant base
69th
Percentile by assets National rank
$389,036
Avg per participant High balance/head
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Official DOL plan name: Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Hvac Services, Inc. · Maine · Construction

$19M in assets, 48 participants

Hvac Services, Inc.'s Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported $19M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,117 in Construction (9,039 peers)

Hvac Services, Inc. multi-year trail

Hvac Services, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Hvac Services, Inc. Employee Stock Ownership 401(k) Plan at $19M / 48 participants.

#6,117
in Construction (9,039 peers)
+7.1%
assets growth YoY

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's outsized position by total assets

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$18,673,740 Top 31% higher than 69% 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

Hvac Services, Inc. Employee Stock Ownership 401(k) 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. Hvac Services, Inc. Employee Stock Ownership 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hvac Services, Inc. Employee Stock Ownership 401(k) Plan reported participants rose from 41 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Hvac Services, Inc. Employee Stock Ownership 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010451459 · Hvac Services, Inc. PY 2024 · 401(k)

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan · $19M · 48 · 69th

  • 5500 $19M
  • 5500 48
  • 5500 69th
  • 5500 401(k)
  • 5500 near Knight Employee Retirement Plan
  • 5500 ind #6117

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 Maine →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Hvac Services, Inc. Employee Stock Ownership 401(k) PlanHvac Services, Inc. Employee…$19MKnight Employee Retirement PlanKnight Employee Retirement P…$19MMckonly & Asbury, C.P.a. Deferred Savings Profit Sharing PlanMckonly & Asbury, C.P.a. Def…$19MEncon United 401(k) Plan$19MGraber Post 401(k) Profit Sharing Plan and TrustGraber Post 401(k) Profit Sh…$19M
End-of-year total assets ($M) among Hvac Services, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hvac Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hvac Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.66225563632102% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 41 $15M
2023 1 41 $17M
2024 1 48 $19M

Hvac Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN010451459
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Hvac Services, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.01867374 · Participants: 48Hvac Services, Inc. Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Hvac Services, Inc. Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Hvac Services, Inc. Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Knight Employee Retirement Plan in WA ($19M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Hvac Services, Inc. Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Hvac Services, Inc. Employee Stock Ownership 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $17M to $19M. Reported net income was $1M.
How have Hvac Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hvac Services, Inc.'s sponsor-wide assets grew 28.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knight Employee Retirement Plan in WA ($19M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Hvac Services, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010451459.

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.