401(k) · DOL Form 5500 · 2024

H & R Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$284,116
Avg per participant High balance/head
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Official DOL plan name: H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan · Sponsored by H & R Mechanical Contractors, Inc. · Kentucky · Construction

$3M in assets, 10 participants

H & R Mechanical Contractors, Inc.'s H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,900 in Construction (9,039 peers)

H & R Mechanical Contractors, Inc. multi-year trail

H & R Mechanical Contractors, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan at $3M / 10 participants.

#2,900
in Construction (9,039 peers)
+10.5%
assets growth YoY

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,841,164 33rd percentile higher than 33% 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

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan reported net income fell from $361K in the plan year 2023 filing to $269K in the plan year 2024 filing.
  • H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611225707 · H & R Mechanical Contractors, Inc. PY 2024 · 401(k)

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan · $3M · 10 · 33rd

  • TYPE $3M
  • TYPE 10
  • TYPE 33rd
  • TYPE 401(k)
  • TYPE near Dennis & Co Ag LLC 401(k) Plan
  • TYPE ind #2900

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 Kentucky →

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing PlanH & R Mechanical Contractors…$3MDennis & Co Ag LLC 401(k) PlanDennis & Co Ag LLC 401(k) Pl…$3MOne Home Health 401(k) Plan$3MAeh 403(b)Plan$3MDana Schutz 401(k) Plan$3M
End-of-year total assets ($M) among H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

H & R Mechanical Contractors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H & R Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.5094488117746% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.21M $2.84M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 10 $3M
2024 1 10 $3M

H & R Mechanical Contractors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$269K
Employer EIN611225707
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002841164 · Participants: 10H & R Mechanical Contractors, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Dennis & Co Ag LLC 401(k) Plan in NY ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $3M to $3M. Reported net income was $269K.
How have H & R Mechanical Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H & R Mechanical Contractors, Inc.'s sponsor-wide assets grew 28.5%, from $2M to $3M.
Which 401(k) plans are similar in size to H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dennis & Co Ag LLC 401(k) Plan in NY ($3M, 784 participants).
Which 401(k) plans cover a similar participant headcount to H & R Mechanical Contractors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 611225707.

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.