401(k) · DOL Form 5500 · 2024
Peterman Heating, Cooling & Plumbing, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 576
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $12,738
- Avg per participant Low balance/head
Official DOL plan name: Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · Sponsored by Peterman Heating, Cooling & Plumbing, Inc. · Indiana · Other Services
$7M in assets, 576 participants
Peterman Heating, Cooling & Plumbing, Inc.'s Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported $7M in total assets and 576 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,368 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan ranks #5,368 of 7,719 2024 filers by assets (274% of the sector average)-$7M for 576 participants.
- #5,368
- in Other Services (7,719 peers)
- +29.2%
- assets growth YoY
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's mid-pack asset rank among Other Services and all filers
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,337,269 49th percentile higher than 49% 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
Peterman Heating, Cooling & Plumbing, 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. Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan sits mid-pack in the medium band (576 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan reported participants rose from 526 in the plan year 2023 filing to 576 in the plan year 2024 filing.
DOL schedule card
Filing strip 351744027 · Peterman Heating, Cooling & Plumbing, Inc. PY 2024 · 401(k)
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan · $7M · 576 · 49th
- ASSETS $7M
- PCT 576
- EIN 49th
- RANK 401(k)
- PHOTO near Eastern Iowa Health Center Retirement Savings Plan
- IND ind #5368
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 Other Services retirement plans → · Plans in Indiana →
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 351744027 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peterman Heating, Cooling & Plumbing, Inc.)
Sponsor-wide plan assets over time
All Peterman Heating, Cooling & Plumbing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 102.51658411182194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 322 | $4M |
| 2023 | 1 | 526 | $6M |
| 2024 | 1 | 576 | $7M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Eastern Iowa Health Center Retirement Savings Plan in IA ($7M); by covered participants it is Attentive Mobile 401(k) Plan in NY (576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (576 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.