401(k) · DOL Form 5500 · 2024

Conditioned Air Company of Naples, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
305
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,225
Avg per participant Low balance/head
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Official DOL plan name: Conditioned Air Company of Naples, LLC 401(k) Plan · Sponsored by Conditioned Air Company of Naples, LLC · Florida · Other Services

$5M in assets, 305 participants

Conditioned Air Company of Naples, LLC's Conditioned Air Company of Naples, LLC 401(k) Plan reported $5M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,947 in Other Services (7,719 peers)

Coverage in Florida

Conditioned Air Company of Naples, LLC 401(k) Plan covers 305 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#4,947
in Other Services (7,719 peers)
-31.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conditioned Air Company of Naples, LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers

Conditioned Air Company of Naples, LLC 401(k) Plan vs every filed plan by assets

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

$4,948,622 42nd percentile higher than 42% 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

Conditioned Air Company of Naples, LLC 401(k) 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. Conditioned Air Company of Naples, LLC 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conditioned Air Company of Naples, LLC 401(k) Plan reported net income fell from -$166K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Conditioned Air Company of Naples, LLC 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Conditioned Air Company of Naples, LLC 401(k) Plan reported participants fell from 351 in the plan year 2023 filing to 305 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590910697 · Conditioned Air Company of Naples, LLC PY 2024 · 401(k)

Conditioned Air Company of Naples, LLC 401(k) Plan · $5M · 305 · 42nd

  • ASSETS $5M
  • ASSETS 305
  • ASSETS 42nd
  • ASSETS 401(k)
  • ASSETS near Caruso Homes Employee 401(k) Plan
  • ASSETS ind #4947

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 Other Services retirement plans → · Plans in Florida →

Conditioned Air Company of Naples, LLC 401(k) Plan in the asset neighbourhood

Conditioned Air Company of Naples, LLC 401(k) PlanConditioned Air Company of N…$5MCaruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$5MMillennium Concepts 401(k) and Profit Sharing PlanMillennium Concepts 401(k) a…$5MRichard H. Johnson Builders, Inc 401(k) PlanRichard H. Johnson Builders,…$5MPryormorrow PC 401(k) Plan$5M
End-of-year total assets ($M) among Conditioned Air Company of Naples, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN590910697
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conditioned Air Company of Naples, LLC)

Sponsor-wide plan assets over time

All Conditioned Air Company of Naples, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.19030727785802% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $7.41M $4.95M ▼ -33.2%
Year Plans Participants Total Assets
2022 1 310 $7M
2023 1 351 $7M
2024 1 305 $5M

Nearby 401(k) Plans in Florida

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

Conditioned Air Company of Naples, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Conditioned Air Company of Naples, LLC 401(k) Plan, Total assets ($B): 0.004948622 · Participants: 305Conditioned Air Company of Naples, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Conditioned Air Company of Naples, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Conditioned Air Company of Naples, LLC 401(k) Plan side-by-side with 3 peers →

Conditioned Air Company of Naples, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Caruso Homes Employee 401(k) Plan in MD ($5M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Conditioned Air Company of Naples, LLC 401(k) Plan assets move in 2024? ▼
Conditioned Air Company of Naples, LLC 401(k) Plan contracted severely - down 31.7% during 2024, from $7M to $5M. Reported net income was -$2M.
How have Conditioned Air Company of Naples, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conditioned Air Company of Naples, LLC's sponsor-wide assets declined 33.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Conditioned Air Company of Naples, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caruso Homes Employee 401(k) Plan in MD ($5M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Conditioned Air Company of Naples, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 590910697.

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.