401(k) · DOL Form 5500 · 2024

Ohio Heat Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
26th
Percentile by assets National rank
$143,786
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohio Heat Exchange, Inc. 401(k) Plan · Sponsored by Ohio Heat Exchange, Inc. · Ohio · Retail Trade

$1M in assets, 10 participants

Ohio Heat Exchange, Inc.'s Ohio Heat Exchange, Inc. 401(k) Plan reported $1M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,130 in Retail Trade (8,048 peers)

Ohio Heat Exchange, Inc. multi-year trail

Ohio Heat Exchange, Inc.'s plans moved +47.6% in assets from 2022 to 2024; this filing shows Ohio Heat Exchange, Inc. 401(k) Plan at $1M / 10 participants.

#3,130
in Retail Trade (8,048 peers)
-3.5%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Heat Exchange, Inc. 401(k) Plan among the smaller filed plans by assets

Ohio Heat Exchange, Inc. 401(k) Plan vs every filed plan by assets

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

$1,437,864 26th percentile higher than 26% 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

Ohio Heat Exchange, Inc. 401(k) 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. Ohio Heat Exchange, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Heat Exchange, Inc. 401(k) Plan reported net income fell from $515K in the plan year 2023 filing to -$52K in the plan year 2024 filing.
  • Ohio Heat Exchange, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813242396 · Ohio Heat Exchange, Inc. PY 2024 · 401(k)

Ohio Heat Exchange, Inc. 401(k) Plan · $1M · 10 · 26th

  • IND $1M
  • IND 10
  • IND 26th
  • IND 401(k)
  • IND near Iceberg Learning Center Incorporated Retirement Plan
  • IND ind #3130

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 Retail Trade retirement plans → · Plans in Ohio →

Ohio Heat Exchange, Inc. 401(k) Plan in the asset neighbourhood

Ohio Heat Exchange, Inc. 401(k) PlanOhio Heat Exchange, Inc. 401…$1MIceberg Learning Center Incorporated Retirement PlanIceberg Learning Center Inco…$1MYonida Intl Trading Corp 401(k) Profit Sharing Plan & TrustYonida Intl Trading Corp 401…$1MLl Ny Payroll LLC 401(k) Plan$1MRivada Networks, LLC 401(k) PlanRivada Networks, LLC 401(k) …$1M
End-of-year total assets ($M) among Ohio Heat Exchange, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio Heat Exchange, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ohio Heat Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 47.552227962047375% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.97M $1.44M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 8 $974K
2023 1 10 $1M
2024 1 10 $1M

Ohio Heat Exchange, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$52K
Employer EIN813242396
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ohio Heat Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ohio Heat Exchange, Inc. 401(k) Plan, Total assets ($B): 0.001437864 · Participants: 10Ohio Heat Exchange, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ohio Heat Exchange, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Heat Exchange, Inc. 401(k) Plan side-by-side with 3 peers →

Ohio Heat Exchange, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Iceberg Learning Center Incorporated Retirement Plan in CT ($1M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Ohio Heat Exchange, Inc. 401(k) Plan assets move in 2024? ▼
Ohio Heat Exchange, Inc. 401(k) Plan edged down modestly - down 3.5% during 2024, from $1M to $1M. Reported net income was -$52K.
How have Ohio Heat Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Heat Exchange, Inc.'s sponsor-wide assets grew 47.6%, from $974K to $1M.
Which 401(k) plans are similar in size to Ohio Heat Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iceberg Learning Center Incorporated Retirement Plan in CT ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Heat Exchange, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 813242396.

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.