Profit Sharing · DOL Form 5500 · 2024

Peters Heating & Air Conditioning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
191
Participants Below avg headcount
67th
Percentile by assets National rank
$89,369
Avg per participant Below avg balance/head
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Official DOL plan name: Peters Heating and Air Conditioning, Inc Profit Sharing Plan · Sponsored by Peters Heating & Air Conditioning, Inc. · Illinois · Construction

$17M in assets, 191 participants

Peters Heating & Air Conditioning, Inc.'s Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported $17M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,947 in Construction (9,039 peers)

Coverage in Illinois

Peters Heating and Air Conditioning, Inc Profit Sharing Plan covers 191 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#5,947
in Construction (9,039 peers)
+16.3%
assets growth YoY

Peters Heating and Air Conditioning, Inc Profit Sharing Plan's outsized position by total assets

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs every filed plan by assets

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

$17,069,500 Top 33% higher than 67% 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

Peters Heating and Air Conditioning, Inc Profit Sharing 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 and Air Conditioning, Inc Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Peters Heating and Air Conditioning, Inc Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Peters Heating and Air Conditioning, Inc Profit Sharing Plan reported participants fell from 196 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370892465 · Peters Heating & Air Conditioning, Inc. PY 2024 · Profit Sharing

Peters Heating and Air Conditioning, Inc Profit Sharing Plan · $17M · 191 · 67th

  • BOOK $17M
  • VS-ST 191
  • BOY 67th
  • SCH Profit Sharing
  • EBSA near South Bend Medical Foundation, Inc 403(b) Retirement Plan
  • PART ind #5947

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 and Air Conditioning, Inc Profit Sharing Plan in the asset neighbourhood

R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$17MSouth Bend Medical Foundation, Inc 403(b) Retirement PlanSouth Bend Medical Foundatio…$17MPeters Heating and Air Conditioning, Inc Profit Sharing PlanPeters Heating and Air Condi…$17MLastique International Corp. Profit Sharing PlanLastique International Corp.…$17MMargaret Mary Health Retirement PlanMargaret Mary Health Retirem…$17M
End-of-year total assets ($M) among Peters Heating and Air Conditioning, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN370892465
Plan Effective Date2007-01-01
Filing StatusFILING 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
$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 424 $20M
2023 2 434 $23M
2024 2 435 $26M

Nearby Profit Sharing Plans in Illinois

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

Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Peters Heating and Air Conditioning, Inc Profit Sharing Plan, Total assets ($B): 0.0170695 · Participants: 191Peters Heating and Air Conditioning, Inc Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Peters Heating and Air Conditioning, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Peters Heating and Air Conditioning, Inc Profit Sharing Plan side-by-side with 3 peers →

Peters Heating and Air Conditioning, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is South Bend Medical Foundation, Inc 403(b) Retirement Plan in IN ($17M); by covered participants it is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Peters Heating and Air Conditioning, Inc Profit Sharing Plan assets move in 2024? ▼
Peters Heating and Air Conditioning, Inc Profit Sharing Plan grew sharply - up 16.3% during 2024, from $15M to $17M. Reported net income was $3M.
How have Peters Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peters Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 33.9%, from $20M to $26M.
Which Profit Sharing plans are similar in size to Peters Heating and Air Conditioning, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is South Bend Medical Foundation, Inc 403(b) Retirement Plan in IN ($17M, 154 participants).
Which Profit Sharing plans cover a similar participant headcount to Peters Heating and Air Conditioning, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Fall Creek Farm & Nursery, Inc. 401(k) Profit in OR (191 participants, $15M 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 370892465.

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.