Defined Benefit (Pension) · DOL Form 5500 · 2024

Heat and Control, Inc. Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
124
Participants Small participant base
83rd
Percentile by assets National rank
$362,033
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for the Employees of Heat and Control, Inc. · Sponsored by Heat and Control, Inc. · California · Manufacturing

$45M in assets, 124 participants

Heat and Control, Inc.'s Pension Plan for the Employees of Heat and Control, Inc. reported $45M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,481 in Manufacturing (17,777 peers)

Coverage in California

Pension Plan for the Employees of Heat and Control, Inc. covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $45M.

#13,481
in Manufacturing (17,777 peers)
+9.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pension Plan for the Employees of Heat and Control, Inc.'s outsized position by total assets

Pension Plan for the Employees of Heat and Control, Inc. vs every filed plan by assets

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

$44,892,035 Top 17% higher than 83% 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

Pension Plan for the Employees of Heat and Control, Inc. 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. Pension Plan for the Employees of Heat and Control, Inc. sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for the Employees of Heat and Control, Inc. end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Pension Plan for the Employees of Heat and Control, Inc. reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Pension Plan for the Employees of Heat and Control, Inc. reported participants fell from 128 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941150095 · Heat and Control, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan for the Employees of Heat and Control, Inc. · $45M · 124 · 83rd

  • BOY $45M
  • SCH 124
  • EBSA 83rd
  • PART Defined Benefit (Pension)
  • TYPE near King Abdullah University of Science & Technology Retirement Plan
  • NET ind #13481

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 →

Pension Plan for the Employees of Heat and Control, Inc. in the asset neighbourhood

Pension Plan for the Employees of Heat and Control, Inc.Pension Plan for the Employe…$45MKing Abdullah University of Science & Technology Retirement PlanKing Abdullah University of …$45MConstellium Rolled Products-Ravenswood LLC Salaried Employees Retirement PlanConstellium Rolled Products-…$45MFoley & Lardner LLP Pension PlanFoley & Lardner LLP Pension …$45MStar Tribune Retirement Plan GStar Tribune Retirement Plan…$45M
End-of-year total assets ($M) among Pension Plan for the Employees of Heat and Control, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN941150095
Plan Effective Date1973-10-01
Filing StatusFILING 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
$100M$120M$140M$160M 202220232024 $117M $151M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 692 $117M
2023 2 789 $134M
2024 2 847 $151M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for the Employees of Heat and Control, Inc., Total assets ($B): 0.044892035 · Participants: 124Pension Plan for the Employees of Heat and Control, Inc.Kaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Pension Plan for the Employees of Heat and Control, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for the Employees of Heat and Control, Inc. side-by-side with 3 peers →

Pension Plan for the Employees of Heat and Control, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is King Abdullah University of Science & Technology Retirement Plan in ($45M); by covered participants it is Cotton Incorporated Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Pension Plan for the Employees of Heat and Control, Inc. assets move in 2024? ▼
Pension Plan for the Employees of Heat and Control, Inc. grew at a solid clip - up 9.2% during 2024, from $41M to $45M. Reported net income was $4M.
How have Heat and Control, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat and Control, Inc.'s sponsor-wide assets grew 28.8%, from $117M to $151M.
Where does Pension Plan for the Employees of Heat and Control, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for the Employees of Heat and Control, Inc. ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is King Abdullah University of Science & Technology Retirement Plan in ($45M, 214 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for the Employees of Heat and Control, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (124 participants, $37M 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 941150095.

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.