401(k) · DOL Form 5500 · 2024

Cardinal Heating & Air Conditioning, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 138
Participants Small participant base: 52nd
Percentile by assets National rank: $59,776
Avg per participant Low balance/head

Official DOL plan name: Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan · Sponsored by Cardinal Heating & Air Conditioning, Inc. · Wisconsin · Construction

$8M in assets, 138 participants

Cardinal Heating & Air Conditioning, Inc.'s Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#4,526 in Construction (9,039 peers)

Coverage in Wisconsin

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#4,526
in Construction (9,039 peers): +23.8%
assets growth YoY

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,249,152 Top 48% higher than 52% 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

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing 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. Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 391715610 · Cardinal Heating & Air Conditioning, Inc. PY 2024 · 401(k)

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan · $8M · 138 · 52nd

5500 $8M
5500 138
5500 52nd
5500 401(k)
5500 near Superheat Fgh Retirement Readiness Plan
5500 ind #4526

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 Wisconsin →

End-of-year total assets ($M) among Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	391715610
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Superheat Fgh Retirement Readiness Plan in IL ($8M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Superheat Fgh Retirement Readiness Plan (IL) $8M · 202
Solow Realty & Development Company, LLC 401(k) Plan (NY) $8M · 71
Fabco, LLC 401(k) Profit Sharing Plan and Trust (TX) $8M · 379
Dicastal North America, Inc. 401(k) Plan & Trust (MI) $8M · 479

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
Ae Logistics 401(k) & Psp (LA) 138 · 0 off

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 Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.8% during 2024, from $7M to $8M. Reported net income was $2M.

Which 401(k) plans are similar in size to Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Superheat Fgh Retirement Readiness Plan in IL ($8M, 202 participants).

Which 401(k) plans cover a similar participant headcount to Cardinal Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 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 391715610.