401(k) · DOL Form 5500 · 2024
Peters Heating & Air Conditioning, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $38,501
- Avg per participant Low balance/head
Official DOL plan name: Peters Heating & Air Conditioning, Inc. Retirement Savings Plan · Sponsored by Peters Heating & Air Conditioning, Inc. · Illinois · Construction
$9M in assets, 244 participants
Peters Heating & Air Conditioning, Inc.'s Peters Heating & Air Conditioning, Inc. Retirement Savings Plan reported $9M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #4,768 in Construction (9,039 peers)
Coverage in Illinois
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan covers 244 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $9M.
- #4,768
- in Construction (9,039 peers)
- +18.0%
- assets growth YoY
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan's mid-pack asset rank among Construction and all filers
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,394,262 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Peters Heating & Air Conditioning, Inc. Retirement Savings 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. Peters Heating & Air Conditioning, Inc. Retirement Savings Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peters Heating & Air Conditioning, Inc. Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Peters Heating & Air Conditioning, Inc. Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Peters Heating & Air Conditioning, Inc. Retirement Savings Plan reported participants rose from 238 in the plan year 2023 filing to 244 in the plan year 2024 filing.
DOL schedule card
Filing strip 370892465 · Peters Heating & Air Conditioning, Inc. PY 2024 · 401(k)
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan · $9M · 244 · 54th
- EBSA $9M
- PART 244
- TYPE 54th
- NET 401(k)
- BOOK near Paris Cleaners, Inc. 401(k) Plan
- VS-ST ind #4768
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 Illinois →
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 370892465 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peters Heating & Air Conditioning, Inc.)
Sponsor-wide plan assets over time
All Peters Heating & Air Conditioning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 33.86207913796578% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 424 | $20M |
| 2023 | 2 | 434 | $23M |
| 2024 | 2 | 435 | $26M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Peters Heating & Air Conditioning, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Paris Cleaners, Inc. 401(k) Plan in PA ($9M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 244 · 0 off
- Envision Aesc US, LLC 401(k) Plan (TN) 244 · 0 off
- D & D Gear, Inc. 401(k) Profit Sharing Plan (CA) 244 · 0 off
- Peoples Mortgage 401(k) Plan (AZ) 244 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.