401(k) · DOL Form 5500 · 2024
Southern Hvac Corporation 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 894
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $16,710
- Avg per participant Low balance/head
Official DOL plan name: Southern Hvac Corporation 401(k) Plan · Sponsored by Southern Hvac Corporation · Florida · Construction
$15M in assets, 894 participants
Southern Hvac Corporation's Southern Hvac Corporation 401(k) Plan reported $15M in total assets and 894 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #5,669 in Construction (9,039 peers)
Southern Hvac Corporation multi-year trail
Southern Hvac Corporation's plans moved +169.1% in assets from 2022 to 2024; this filing shows Southern Hvac Corporation 401(k) Plan at $15M / 894 participants.
- #5,669
- in Construction (9,039 peers)
- +33.9%
- assets growth YoY
Southern Hvac Corporation 401(k) Plan's mid-pack asset rank among Construction and all filers
Southern Hvac Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,938,727 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southern Hvac Corporation 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Hvac Corporation 401(k) Plan sits mid-pack in the medium band (894 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Hvac Corporation 401(k) Plan reported participants rose from 508 in the plan year 2023 filing to 894 in the plan year 2024 filing.
- Southern Hvac Corporation 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Southern Hvac Corporation 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 812606496 · Southern Hvac Corporation PY 2024 · 401(k)
Southern Hvac Corporation 401(k) Plan · $15M · 894 · 64th
- SCH $15M
- SCH 894
- SCH 64th
- SCH 401(k)
- SCH near Gossett Motors 401(k) Plan
- SCH ind #5669
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 Florida →
Southern Hvac Corporation 401(k) Plan in the asset neighbourhood
Southern Hvac Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Southern Hvac Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 169.0528622261717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 450 | $6M |
| 2023 | 1 | 508 | $11M |
| 2024 | 1 | 894 | $15M |
Southern Hvac Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 812606496 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Southern Hvac Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Gossett Motors 401(k) Plan in TN ($15M); by covered participants it is Bandwidth Inc. 401(k) Profit Sharing and Trust in NC (894 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Gossett Motors 401(k) Plan (TN) $15M · 414
- Xigent Automation Systems, Inc. 401(k) Plan (OH) $15M · 76
- Lmlicnc Retirement Plan (NC) $15M · 45
- Ms Technologies Corporation 401(k) Profit Sharing Plan (MD) $15M · 8
Similar participant headcount
Nearest other-state filings by covered participants (894 participants); asset peers above are excluded.
- Bandwidth Inc. 401(k) Profit Sharing and Trust (NC) 894 · 0 off
- Galactic Employer Services 401(k) Plan (AL) 894 · 0 off
- Harbourvest Partners, LLC 401(k) Plan (MA) 894 · 0 off
- Village Green Holding, LLC Retirement Savings Program (MI) 894 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.