401(k) · DOL Form 5500 · 2024
Jones American Hvac Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $215,781
- Avg per participant Above avg balance/head
Official DOL plan name: Jones American Hvac Inc. Retirement Plan · Sponsored by Jones American Hvac Inc. · Oklahoma · Construction
$1M in assets, 5 participants
Jones American Hvac Inc.'s Jones American Hvac Inc. Retirement Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,021 in Construction (9,039 peers)
Jones American Hvac Inc. multi-year trail
Jones American Hvac Inc.'s plans moved -22.7% in assets from 2022 to 2024; this filing shows Jones American Hvac Inc. Retirement Plan at $1M / 5 participants.
- #2,021
- in Construction (9,039 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jones American Hvac Inc. Retirement Plan among the smaller filed plans by assets
Jones American Hvac Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,078,906 24th percentile higher than 24% 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
Jones American Hvac Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones American Hvac Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jones American Hvac Inc. Retirement Plan reported net income rose from -$299K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
- Jones American Hvac Inc. Retirement Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Jones American Hvac Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814751023 · Jones American Hvac Inc. PY 2024 · 401(k)
Jones American Hvac Inc. Retirement Plan · $1M · 5 · 24th
- EBSA $1M
- PART 5
- TYPE 24th
- NET 401(k)
- BOOK near First Naturalstate Bank Profit Sharing/401(k) Plan
- VS-ST ind #2021
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 Oklahoma →
Jones American Hvac Inc. Retirement Plan in the asset neighbourhood
Jones American Hvac Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jones American Hvac Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 22.74960888134695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 5 | $1M |
Jones American Hvac Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$18K |
| Employer EIN | 814751023 |
| Plan Effective Date | 2016-12-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Jones American Hvac Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is First Naturalstate Bank Profit Sharing/401(k) Plan in AR ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.