Profit Sharing · DOL Form 5500 · 2024

Hvac Solutions, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$97,708
Avg per participant Below avg balance/head
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Official DOL plan name: Hvac Solutions, Inc. 401(k) Plan and Trust · Sponsored by Hvac Solutions, Inc. · Colorado · Construction

$1M in assets, 11 participants

Hvac Solutions, Inc.'s Hvac Solutions, Inc. 401(k) Plan and Trust reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,016 in Construction (9,039 peers)

Hvac Solutions, Inc. multi-year trail

Hvac Solutions, Inc.'s plans moved +50.9% in assets from 2022 to 2024; this filing shows Hvac Solutions, Inc. 401(k) Plan and Trust at $1M / 11 participants.

#2,016
in Construction (9,039 peers)
+16.3%
assets growth YoY

Hvac Solutions, Inc. 401(k) Plan and Trust among the smaller filed plans by assets

Hvac Solutions, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$1,074,785 24th percentile higher than 24% 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

Hvac Solutions, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvac Solutions, Inc. 401(k) Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hvac Solutions, Inc. 401(k) Plan and Trust reported net income fell from $212K in the plan year 2023 filing to $151K in the plan year 2024 filing.
  • Hvac Solutions, Inc. 401(k) Plan and Trust reported participants fell from 15 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Hvac Solutions, Inc. 401(k) Plan and Trust end-of-year assets rose from $924K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270043270 · Hvac Solutions, Inc. PY 2024 · Profit Sharing

Hvac Solutions, Inc. 401(k) Plan and Trust · $1M · 11 · 24th

  • ASSETS $1M
  • PCT 11
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near Falk & Klebanoff, P.C. Retirement Plan
  • IND ind #2016

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 Colorado →

Hvac Solutions, Inc. 401(k) Plan and Trust in the asset neighbourhood

Brennan Jacobs, Inc. Profit Sharing PlanBrennan Jacobs, Inc. Profit …$1MHvac Solutions, Inc. 401(k) Plan and TrustHvac Solutions, Inc. 401(k) …$1MFalk & Klebanoff, P.C. Retirement PlanFalk & Klebanoff, P.C. Retir…$1MMichael a. Torchia, Cpa, PC 401(k) Profit Sharing PlanMichael a. Torchia, Cpa, PC …$1MH & S Washington, Inc. Retirement PlanH & S Washington, Inc. Retir…$1M
End-of-year total assets ($M) among Hvac Solutions, Inc. 401(k) Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hvac Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hvac Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.904837923864164% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.71M $1.07M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 16 $712K
2023 1 15 $924K
2024 1 11 $1M

Hvac Solutions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$924K
Net Assets (End of Year)$1M
Net Income$151K
Employer EIN270043270
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hvac Solutions, Inc. 401(k) Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Hvac Solutions, Inc. 401(k) Plan and Trust, Total assets ($M): 1.074785 · Participants: 11Hvac Solutions, Inc. 401(k) Plan and TrustHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Hvac Solutions, Inc. 401(k) Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Hvac Solutions, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Hvac Solutions, Inc. 401(k) Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Falk & Klebanoff, P.C. Retirement Plan in NY ($1M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hvac Solutions, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Hvac Solutions, Inc. 401(k) Plan and Trust grew sharply - up 16.3% during 2024, from $924K to $1M. Reported net income was $151K.
How have Hvac Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hvac Solutions, Inc.'s sponsor-wide assets grew 50.9%, from $712K to $1M.
Where does Hvac Solutions, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Hvac Solutions, Inc. 401(k) Plan and Trust ranks in the 24th 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 Profit Sharing plans are similar in size to Hvac Solutions, Inc. 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Falk & Klebanoff, P.C. Retirement Plan in NY ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Hvac Solutions, Inc. 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 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 270043270.

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.