401(k) · DOL Form 5500 · 2023

Isaac Heating & Air Conditioning 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
507
Participants Below avg headcount
78th
Percentile by assets National rank
$56,118
Avg per participant Low balance/head
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Official DOL plan name: Isaac Heating & Air Conditioning, Inc. 401(k) Plan · Sponsored by Isaac Heating & Air Conditioning · New York · Construction

$28M in assets, 507 participants

Isaac Heating & Air Conditioning's Isaac Heating & Air Conditioning, Inc. 401(k) Plan reported $28M in total assets and 507 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,943 in Construction (9,030 peers)

Where Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits by assets

Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 507 participants (~$56,118/participant), up 20.6% in 2023.

#6,943
in Construction (9,030 peers)
+20.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isaac Heating & Air Conditioning, Inc. 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,451,744 Top 22% higher than 78% of 127,068 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 2023

Isaac Heating & Air Conditioning, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaac Heating & Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaac Heating & Air Conditioning, Inc. 401(k) Plan reported net income rose from -$165K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Isaac Heating & Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Isaac Heating & Air Conditioning, Inc. 401(k) Plan reported participants rose from 449 in the plan year 2022 filing to 507 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160908242 · Isaac Heating & Air Conditioning PY 2023 · 401(k)

Isaac Heating & Air Conditioning, Inc. 401(k) Plan · $28M · 507 · 78th

  • BOOK $28M
  • BOOK 507
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Peak Utility Services Group, Inc. 401(k) Plan
  • BOOK ind #6943

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 New York →

Isaac Heating & Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Isaac Heating & Air Conditioning, Inc. 401(k) PlanIsaac Heating & Air Conditio…$28MPeak Utility Services Group, Inc. 401(k) PlanPeak Utility Services Group,…$28MState Bank of Southern Utah Profit Sharing 401(k) PlanState Bank of Southern Utah …$28MWare Group, LLC 401(k) Plan$28MCashmere Valley Bank 401(k) Profit Sharing PlanCashmere Valley Bank 401(k) …$28M
End-of-year total assets ($M) among Isaac Heating & Air Conditioning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN160908242
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaac Heating & Air Conditioning)

Sponsor-wide plan assets over time

All Isaac Heating & Air Conditioning plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.61558591057214% vs 2022
2023 filing year
$22M$24M$26M$28M$30M 20222023 $23.6M $28.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 449 $24M
2023 1 507 $28M

Nearby 401(k) Plans in New York

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

Isaac Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Isaac Heating & Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.028451744 · Participants: 507Isaac Heating & Air Conditioning, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Isaac Heating & Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Isaac Heating & Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Peak Utility Services Group, Inc. 401(k) Plan in CO ($28M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Isaac Heating & Air Conditioning, Inc. 401(k) Plan assets move in 2023? ▼
Isaac Heating & Air Conditioning, Inc. 401(k) Plan grew sharply - up 20.6% during 2023, from $24M to $28M. Reported net income was $5M.
How have Isaac Heating & Air Conditioning plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Isaac Heating & Air Conditioning's sponsor-wide assets grew 20.6%, from $24M to $28M.
Where does Isaac Heating & Air Conditioning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Isaac Heating & Air Conditioning, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Isaac Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peak Utility Services Group, Inc. 401(k) Plan in CO ($28M, 2,030 participants).
Which 401(k) plans cover a similar participant headcount to Isaac Heating & Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (507 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160908242.

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.