401(k) · DOL Form 5500 · 2024
Hoffmann Brothers Heating & Air Conditioning 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 338
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $81,056
- Avg per participant Below avg balance/head
Official DOL plan name: Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust · Sponsored by Hoffmann Brothers Heating & Air Conditioning · Missouri · Construction
$27M in assets, 338 participants
Hoffmann Brothers Heating & Air Conditioning's Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,735 in Construction (9,039 peers)
Coverage in Missouri
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust covers 338 participants in Missouri, about 46% of the average Missouri filer (state average ~737 per filing). Assets: $27M.
- #6,735
- in Construction (9,039 peers)
- +28.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,397,044 Top 24% higher than 76% 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
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust 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. Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust reported participants rose from 330 in the plan year 2023 filing to 338 in the plan year 2024 filing.
DOL schedule card
Filing strip 431474224 · Hoffmann Brothers Heating & Air Conditioning PY 2024 · 401(k)
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust · $27M · 338 · 76th
- BOOK $27M
- VS-ST 338
- BOY 76th
- SCH 401(k)
- EBSA near R.J. Schinner Co., Inc. 401(k) Savings Plan
- PART ind #6735
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 Missouri →
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $6M |
| Employer EIN | 431474224 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffmann Brothers Heating & Air Conditioning)
Sponsor-wide plan assets over time
All Hoffmann Brothers Heating & Air Conditioning plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 70.46377745431793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $16M |
| 2023 | 1 | 330 | $21M |
| 2024 | 1 | 338 | $27M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is R.J. Schinner Co., Inc. 401(k) Savings Plan in WI ($27M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Healthcrest Surgical 401(k) Plan (OK) 338 · 0 off
- Replacements, Ltd. 401(k) Plan (NC) 338 · 0 off
- Greater Nevada Credit Union 401(k) Plan (NV) 338 · 0 off
- Georgia Transmission Corporation Retirement Plan (GA) 338 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.