401(k) · DOL Form 5500 · 2024

Heat Transfer Research, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
94
Participants Small participant base
81st
Percentile by assets National rank
$398,668
Avg per participant High balance/head
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Official DOL plan name: Heat Transfer Research, Inc. 401(k) Plan · Sponsored by Heat Transfer Research, Inc. · Texas · Manufacturing

$37M in assets, 94 participants

Heat Transfer Research, Inc.'s Heat Transfer Research, Inc. 401(k) Plan reported $37M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #12,945 in Manufacturing (17,777 peers)

Where Heat Transfer Research, Inc. 401(k) Plan sits by assets

Heat Transfer Research, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 94 participants (~$398,668/participant), up 7.9% in 2024.

#12,945
in Manufacturing (17,777 peers)
+7.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heat Transfer Research, Inc. 401(k) Plan's outsized position by total assets

Heat Transfer Research, Inc. 401(k) Plan vs every filed plan by assets

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

$37,474,805 Top 19% higher than 81% 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

Heat Transfer Research, Inc. 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. Heat Transfer Research, Inc. 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat Transfer Research, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heat Transfer Research, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Heat Transfer Research, Inc. 401(k) Plan reported participants rose from 91 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 730723287 · Heat Transfer Research, Inc. PY 2024 · 401(k)

Heat Transfer Research, Inc. 401(k) Plan · $37M · 94 · 81st

  • EBSA $37M
  • PART 94
  • TYPE 81st
  • NET 401(k)
  • BOOK near Ipsen, Inc. Employee Savings Plan
  • VS-ST ind #12945

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 Manufacturing retirement plans → · Plans in Texas →

Heat Transfer Research, Inc. 401(k) Plan in the asset neighbourhood

Ipsen, Inc. Employee Savings PlanIpsen, Inc. Employee Savings…$37MHeat Transfer Research, Inc. 401(k) PlanHeat Transfer Research, Inc.…$37MDave Jones, LLC 401(k) Plan$37MMeb General Contractors, Inc. 401(k) Profit Sharing PlanMeb General Contractors, Inc…$37MIfg Companies 401(k) Plan$37M
End-of-year total assets ($M) among Heat Transfer Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN730723287
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat Transfer Research, Inc.)

Sponsor-wide plan assets over time

All Heat Transfer Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.815910145914867% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.7M $37.5M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 92 $29M
2023 1 91 $35M
2024 1 94 $37M

Nearby 401(k) Plans in Texas

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

Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heat Transfer Research, Inc. 401(k) Plan, Total assets ($B): 0.037474805 · Participants: 94Heat Transfer Research, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Heat Transfer Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heat Transfer Research, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ipsen, Inc. Employee Savings Plan in IL ($37M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Heat Transfer Research, Inc. 401(k) Plan assets move in 2024? ▼
Heat Transfer Research, Inc. 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $35M to $37M. Reported net income was $3M.
How have Heat Transfer Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Transfer Research, Inc.'s sponsor-wide assets grew 30.8%, from $29M to $37M.
Where does Heat Transfer Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heat Transfer Research, Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ipsen, Inc. Employee Savings Plan in IL ($37M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Heat Transfer Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 730723287.

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.