401(k) · DOL Form 5500 · 2024

Petrek Mechanical Contractors, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
42
Participants Small participant base
44th
Percentile by assets National rank
$136,582
Avg per participant Near avg balance/head
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Official DOL plan name: Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan · Sponsored by Petrek Mechanical Contractors, Ltd. · Texas · Construction

$6M in assets, 42 participants

Petrek Mechanical Contractors, Ltd.'s Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan reported $6M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,893 in Construction (9,039 peers)

Petrek Mechanical Contractors, Ltd. multi-year trail

Petrek Mechanical Contractors, Ltd.'s plans moved +17.7% in assets from 2022 to 2024; this filing shows Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan at $6M / 42 participants.

#3,893
in Construction (9,039 peers)
+7.7%
assets growth YoY

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,736,435 44th percentile higher than 44% 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

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan reported net income fell from $452K in the plan year 2023 filing to $412K in the plan year 2024 filing.
  • Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752740319 · Petrek Mechanical Contractors, Ltd. PY 2024 · 401(k)

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan · $6M · 42 · 44th

  • BOOK $6M
  • BOOK 42
  • BOOK 44th
  • BOOK 401(k)
  • BOOK near Partnership for Children of Essex 403b Plan
  • BOOK ind #3893

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 Texas →

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing PlanPetrek Mechanical Contractor…$6MPartnership for Children of Essex 403b PlanPartnership for Children of …$6MDesign Homes 401(k) Retirement PlanDesign Homes 401(k) Retireme…$6MSerendipity Hearing, Inc. Dba Sonus 401(k) PlanSerendipity Hearing, Inc. Db…$6MMumford Companies 401(k) Plan$6M
End-of-year total assets ($M) among Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Petrek Mechanical Contractors, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Petrek Mechanical Contractors, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.720060924130905% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.87M $5.74M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 43 $5M
2024 1 42 $6M

Petrek Mechanical Contractors, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$412K
Employer EIN752740319
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.005736435 · Participants: 42Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing 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
Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Partnership for Children of Essex 403b Plan in NJ ($6M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan assets move in 2024? ▼
Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 7.7% during 2024, from $5M to $6M. Reported net income was $412K.
How have Petrek Mechanical Contractors, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petrek Mechanical Contractors, Ltd.'s sponsor-wide assets grew 17.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Partnership for Children of Essex 403b Plan in NJ ($6M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Petrek Mechanical Contractors, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 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 752740319.

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.