401(k) · DOL Form 5500 · 2024

Chas Roberts Air Conditioning, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
647
Participants Below avg headcount
77th
Percentile by assets National rank
$45,056
Avg per participant Low balance/head
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Official DOL plan name: Chas Roberts Air Conditioning, Inc. 401(k) Plan · Sponsored by Chas Roberts Air Conditioning, Inc. · Arizona · Construction

$29M in assets, 647 participants

Chas Roberts Air Conditioning, Inc.'s Chas Roberts Air Conditioning, Inc. 401(k) Plan reported $29M in total assets and 647 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,816 in Construction (9,039 peers)

Where Chas Roberts Air Conditioning, Inc. 401(k) Plan sits by assets

Chas Roberts Air Conditioning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 647 participants (~$45,056/participant), up 20.9% in 2024.

#6,816
in Construction (9,039 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Chas Roberts Air Conditioning, Inc. 401(k) Plan's outsized position by total assets

Chas Roberts Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$29,151,202 Top 23% higher than 77% 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

Chas Roberts Air Conditioning, Inc. 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. Chas Roberts Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chas Roberts Air Conditioning, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Chas Roberts Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Chas Roberts Air Conditioning, Inc. 401(k) Plan reported participants rose from 633 in the plan year 2023 filing to 647 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860113254 · Chas Roberts Air Conditioning, Inc. PY 2024 · 401(k)

Chas Roberts Air Conditioning, Inc. 401(k) Plan · $29M · 647 · 77th

  • RANK $29M
  • RANK 647
  • RANK 77th
  • RANK 401(k)
  • RANK near Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P 401(k) Profit Sharing Plan & Trust
  • RANK ind #6816

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 Arizona →

Chas Roberts Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Largo Concrete, Inc. 401(k) Profit Sharing PlanLargo Concrete, Inc. 401(k) …$29MChas Roberts Air Conditioning, Inc. 401(k) PlanChas Roberts Air Conditionin…$29MMeadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P 401(k) Profit Sharing Plan & TrustMeadows, Collier, Reed, Cous…$29MBelmar Companies 401(k) Plan$29MSolomon Colors, Inc. Salary Deferral PlanSolomon Colors, Inc. Salary …$29M
End-of-year total assets ($M) among Chas Roberts Air Conditioning, 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)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN860113254
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chas Roberts Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Chas Roberts Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.90107944329046% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.2M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 644 $20M
2023 1 633 $24M
2024 1 647 $29M

Nearby 401(k) Plans in Arizona

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

Chas Roberts Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Chas Roberts Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.029151202 · Participants: 647Chas Roberts Air Conditioning, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Chas Roberts Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Chas Roberts Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

Chas Roberts Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P 401(k) Profit Sharing Plan & Trust in TX ($29M); by covered participants it is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Chas Roberts Air Conditioning, Inc. 401(k) Plan assets move in 2024? ▼
Chas Roberts Air Conditioning, Inc. 401(k) Plan grew sharply - up 20.9% during 2024, from $24M to $29M. Reported net income was $5M.
How have Chas Roberts Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chas Roberts Air Conditioning, Inc.'s sponsor-wide assets grew 45.9%, from $20M to $29M.
Where does Chas Roberts Air Conditioning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Chas Roberts Air Conditioning, Inc. 401(k) Plan ranks in the 77th 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 Chas Roberts Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P 401(k) Profit Sharing Plan & Trust in TX ($29M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Chas Roberts Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants, $264M 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 860113254.

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.