401(k) · DOL Form 5500 · 2024

Aero Heating & Ventilating, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
52nd
Percentile by assets National rank
$140,403
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Aero Heating & Ventilating, Inc. · Maine · Construction

$8M in assets, 59 participants

Aero Heating & Ventilating, Inc.'s Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan reported $8M in total assets and 59 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.

  • #4,534 in Construction (9,039 peers)

Aero Heating & Ventilating, Inc. multi-year trail

Aero Heating & Ventilating, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan at $8M / 59 participants.

#4,534
in Construction (9,039 peers)
+14.6%
assets growth YoY

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Construction and all filers

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$8,283,772 Top 48% higher than 52% 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

Aero Heating & Ventilating, Inc. Employee Stock Ownership 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. Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan reported participants fell from 64 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010460649 · Aero Heating & Ventilating, Inc. PY 2024 · 401(k)

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan · $8M · 59 · 52nd

  • VS-ST $8M
  • VS-ST 59
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Standard Distributing Co. 401(k) Retirement Plan
  • VS-ST ind #4534

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 Maine →

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) PlanAero Heating & Ventilating, …$8MStandard Distributing Co. 401(k) Retirement PlanStandard Distributing Co. 40…$8MGrayback Forestry, Inc. Retirement Savings PlanGrayback Forestry, Inc. Reti…$8MDialectic, Inc. 401(k) Profit Sharing PlanDialectic, Inc. 401(k) Profi…$8MPegasus 401(k) Plan$8M
End-of-year total assets ($M) among Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aero Heating & Ventilating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aero Heating & Ventilating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.01721582078922% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.14M $8.28M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 66 $6M
2023 1 64 $7M
2024 1 59 $8M

Aero Heating & Ventilating, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN010460649
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.008283772 · Participants: 59Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Standard Distributing Co. 401(k) Retirement Plan in DE ($8M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan assets move in 2024?
Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Aero Heating & Ventilating, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aero Heating & Ventilating, Inc.'s sponsor-wide assets grew 35.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Standard Distributing Co. 401(k) Retirement Plan in DE ($8M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants, N/A in assets).