401(k) · DOL Form 5500 · 2024
Heat and Control, Inc. 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 723
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $146,974
- Avg per participant Above avg balance/head
Official DOL plan name: Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan · Sponsored by Heat and Control, Inc. · California · Manufacturing
$106M in assets, 723 participants
Heat and Control, Inc.'s Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported $106M in total assets and 723 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,369 in Manufacturing (17,777 peers)
Where Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits by assets
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $106M for 723 participants (~$146,974/participant), up 14.5% in 2024.
- #15,369
- in Manufacturing (17,777 peers)
- +14.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan's outsized position by total assets
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,261,993 Top 9% higher than 91% 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
Heat and Control, Inc. Profit-Sharing and 401(k) 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. Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan sits mid-pack in the medium band (723 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan end-of-year assets rose from $93M in the plan year 2023 filing to $106M in the plan year 2024 filing.
- Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported participants rose from 661 in the plan year 2023 filing to 723 in the plan year 2024 filing.
- Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan reported net income rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941150095 · Heat and Control, Inc. PY 2024 · 401(k)
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan · $106M · 723 · 91st
- BOY $106M
- BOY 723
- BOY 91st
- BOY 401(k)
- BOY near Delta Dental Plan of Michigan Employees' 401(k) Plan
- BOY ind #15369
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 Manufacturing retirement plans → · Plans in California →
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $13M |
| Employer EIN | 941150095 |
| Plan Effective Date | 1973-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heat and Control, Inc.)
Sponsor-wide plan assets over time
All Heat and Control, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 28.80612861890412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 692 | $117M |
| 2023 | 2 | 789 | $134M |
| 2024 | 2 | 847 | $151M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Heat and Control, Inc. Profit-Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Delta Dental Plan of Michigan Employees' 401(k) Plan in MI ($106M); by covered participants it is Seneca Holdings, LLC 401(k) Retirement Savings Plan in NY (723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Delta Dental Plan of Michigan Employees' 401(k) Plan (MI) $106M · 1,188
- The 401(k) Retirement Plan for Employees of the (NY) $106M · 1,809
- W. C. Bradley Co. 401(k) Savings Plan (GA) $106M · 707
- Livingston International, Inc. 401(k) Retirement Savings Plan (IL) $106M · 1,073
Similar participant headcount
Nearest other-state filings by covered participants (723 participants); asset peers above are excluded.
- Seneca Holdings, LLC 401(k) Retirement Savings Plan (NY) 723 · 0 off
- Orion 401(k) Retirement Plan (TX) 723 · 0 off
- Inpro Corp. 401(k) Profit Sharing Plan (WI) 723 · 0 off
- Mccombs Automotive Group Employee Capital Accmulation Plan (TX) 723 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.