401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$488K
Total assets Small plan by assets
10
Participants Small participant base
17th
Percentile by assets National rank
$48,770
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ace Heating & Air 401(k) Plan · Sponsored by Ace Heating & Air Conditioning, Inc. · Texas · Manufacturing

$488K in assets, 10 participants

Ace Heating & Air Conditioning, Inc.'s Ace Heating & Air 401(k) Plan reported $488K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,205 in Manufacturing (17,777 peers)

Ace Heating & Air Conditioning, Inc. multi-year trail

Ace Heating & Air Conditioning, Inc.'s plans moved -13.3% in assets from 2022 to 2024; this filing shows Ace Heating & Air 401(k) Plan at $488K / 10 participants.

#1,205
in Manufacturing (17,777 peers)
-5.1%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ace Heating & Air 401(k) Plan among the smaller filed plans by assets

Ace Heating & Air 401(k) Plan vs every filed plan by assets

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

$487,704 17th percentile higher than 17% 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

Ace Heating & Air 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ace Heating & Air 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ace Heating & Air 401(k) Plan reported net income rose from -$49K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Ace Heating & Air 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Ace Heating & Air 401(k) Plan end-of-year assets fell from $514K in the plan year 2023 filing to $488K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455354537 · Ace Heating & Air Conditioning, Inc. PY 2024 · 401(k)

Ace Heating & Air 401(k) Plan · $488K · 10 · 17th

  • EOY $488K
  • EOY 10
  • EOY 17th
  • EOY 401(k)
  • EOY near Vintage Imports LLC 401(k) Profit Sharing Plan & Trust
  • EOY ind #1205

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 →

Ace Heating & Air 401(k) Plan in the asset neighbourhood

Ace Heating & Air 401(k) Plan$488KVintage Imports LLC 401(k) Profit Sharing Plan & TrustVintage Imports LLC 401(k) P…$488KLetterio & Hannigan, Cpa's, PC 401(k) Profit Sharing Plan and TrustLetterio & Hannigan, Cpa's, …$488KShoppallo Corporation 401(k) PlanShoppallo Corporation 401(k)…$488KMatson Agency, Inc. 401(k)Profit Sharing PlanMatson Agency, Inc. 401(k)Pr…$488K
End-of-year total assets ($M) among Ace Heating & Air 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ace Heating & Air Conditioning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ace Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$488K 13.300457582103457% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.56M $0.49M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 9 $563K
2023 1 8 $514K
2024 1 10 $488K

Ace Heating & Air Conditioning, Inc. filing trail (2024)

Total Assets (Beginning of Year)$514K
Net Assets (End of Year)$488K
Net Income-$26K
Employer EIN455354537
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ace Heating & Air 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ace Heating & Air 401(k) Plan, Total assets ($B): 0.000487704 · Participants: 10Ace Heating & Air 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
Ace Heating & Air 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ace Heating & Air 401(k) Plan side-by-side with 3 peers →

Ace Heating & Air 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vintage Imports LLC 401(k) Profit Sharing Plan & Trust in CO ($488K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Ace Heating & Air 401(k) Plan assets move in 2024? ▼
Ace Heating & Air 401(k) Plan pulled back noticeably - down 5.1% during 2024, from $514K to $488K. Reported net income was -$26K.
How have Ace Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ace Heating & Air Conditioning, Inc.'s sponsor-wide assets declined 13.3%, from $563K to $488K.
Where does Ace Heating & Air 401(k) Plan rank by assets among Form 5500 filers? ▼
Ace Heating & Air 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ace Heating & Air 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vintage Imports LLC 401(k) Profit Sharing Plan & Trust in CO ($488K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Ace Heating & Air 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 455354537.

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.