401(k) · DOL Form 5500 · 2024

Burgeson's Heating and Air Conditioning, in. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
136
Participants Small participant base
57th
Percentile by assets National rank
$78,005
Avg per participant Below avg balance/head
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Official DOL plan name: Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan · Sponsored by Burgeson's Heating and Air Conditioning, in. · California · Construction

$11M in assets, 136 participants

Burgeson's Heating and Air Conditioning, in.'s Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported $11M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,001 in Construction (9,039 peers)

Coverage in California

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $11M.

#5,001
in Construction (9,039 peers)
+19.4%
assets growth YoY

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs every filed plan by assets

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

$10,608,660 Top 43% higher than 57% 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

Burgeson's Heating and Air Conditioning, Inc. 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. Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952641609 · Burgeson's Heating and Air Conditioning, in. PY 2024 · 401(k)

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan · $11M · 136 · 57th

  • 5500 $11M
  • 5500 136
  • 5500 57th
  • 5500 401(k)
  • 5500 near Ctr Management, Inc 401(k) Plan & Trust
  • 5500 ind #5001

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 California →

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan in the asset neighbourhood

Burgeson's Heating and Air Conditioning, Inc. 401(k) PlanBurgeson's Heating and Air C…$11MCtr Management, Inc 401(k) Plan & TrustCtr Management, Inc 401(k) P…$11MGehring Tricot Corp. 401(k) Retirement Savings PlanGehring Tricot Corp. 401(k) …$11MHfr Group, LLC 401(k) Plan$11MMissouri Foundation for Health 401(k) PlanMissouri Foundation for Heal…$11M
End-of-year total assets ($M) among Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN952641609
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burgeson's Heating and Air Conditioning, in.)

Sponsor-wide plan assets over time

All Burgeson's Heating and Air Conditioning, in. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 51.051958470130224% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.02M $10.6M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 127 $7M
2023 1 112 $9M
2024 1 136 $11M

Nearby 401(k) Plans in California

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

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan, Total assets ($B): 0.01060866 · Participants: 136Burgeson's Heating and Air Conditioning, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan side-by-side with 3 peers →

Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ctr Management, Inc 401(k) Plan & Trust in MD ($11M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan assets move in 2024? ▼
Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan grew sharply - up 19.4% during 2024, from $9M to $11M. Reported net income was $2M.
How have Burgeson's Heating and Air Conditioning, in. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burgeson's Heating and Air Conditioning, in.'s sponsor-wide assets grew 51.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ctr Management, Inc 401(k) Plan & Trust in MD ($11M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Burgeson's Heating and Air Conditioning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 952641609.

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.