401(k) · DOL Form 5500 · 2024
Connecticut Heating & Cooling Contractors Association, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $64,551
- Avg per participant Low balance/head
Official DOL plan name: Connecticut Heating & Cooling Contractors Association Retirement Plan · Sponsored by Connecticut Heating & Cooling Contractors Association, Inc. · Connecticut · Construction
$15M in assets, 230 participants
Connecticut Heating & Cooling Contractors Association, Inc.'s Connecticut Heating & Cooling Contractors Association Retirement Plan reported $15M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #5,653 in Construction (9,039 peers)
Coverage in Connecticut
Connecticut Heating & Cooling Contractors Association Retirement Plan covers 230 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.
- #5,653
- in Construction (9,039 peers)
- +32.9%
- assets growth YoY
Connecticut Heating & Cooling Contractors Association Retirement Plan's mid-pack asset rank among Construction and all filers
Connecticut Heating & Cooling Contractors Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,846,844 Top 36% higher than 64% 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
Connecticut Heating & Cooling Contractors Association Retirement 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. Connecticut Heating & Cooling Contractors Association Retirement Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Connecticut Heating & Cooling Contractors Association Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Connecticut Heating & Cooling Contractors Association Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Connecticut Heating & Cooling Contractors Association Retirement Plan reported participants rose from 206 in the plan year 2023 filing to 230 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237323973 · Connecticut Heating & Cooling Contractors Association, Inc. PY 2024 · 401(k)
Connecticut Heating & Cooling Contractors Association Retirement Plan · $15M · 230 · 64th
- EIN $15M
- RANK 230
- PHOTO 64th
- IND 401(k)
- EOY near Xmv, Inc. Profit Sharing Plan
- 5500 ind #5653
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 Connecticut →
Connecticut Heating & Cooling Contractors Association Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 237323973 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Connecticut Heating & Cooling Contractors Association, Inc.)
Sponsor-wide plan assets over time
All Connecticut Heating & Cooling Contractors Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 32.94312871916944% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 206 | $11M |
| 2024 | 1 | 230 | $15M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Connecticut Heating & Cooling Contractors Association Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Xmv, Inc. Profit Sharing Plan in WV ($15M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Xmv, Inc. Profit Sharing Plan (WV) $15M · 236
- Delta Health Alliance, Inc. Retirement Plan (MS) $15M · 487
- Orthosynetics, Inc. 401(k) Profit Sharing Plan (LA) $15M · 541
- Well Luck Co., Inc. 401(k) Plan (NJ) $15M · 123
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
- Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
- Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
- Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.