Profit Sharing · DOL Form 5500 · 2024

T. Sorrells Company Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Terry's American Hvac, Inc. Retirement Plan · Sponsored by T. Sorrells Company · Oklahoma · Construction

$2M in assets, 1 participants

T. Sorrells Company's Terry's American Hvac, Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,334 in Construction (9,039 peers)

What the 2024 filing shows

Terry's American Hvac, Inc. Retirement Plan holds $2M for 1 participant - about $1.6M per participant, in the lower half of filed plans by assets.

#2,334
in Construction (9,039 peers)
+6.7%
assets growth YoY

Terry's American Hvac, Inc. Retirement Plan among the smaller filed plans by assets

Terry's American Hvac, Inc. Retirement Plan vs every filed plan by assets

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

$1,600,000 27th percentile higher than 27% 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

Terry's American Hvac, Inc. Retirement 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. Terry's American Hvac, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terry's American Hvac, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463008317 · T. Sorrells Company PY 2024 · Profit Sharing

Terry's American Hvac, Inc. Retirement Plan · $2M · 1 · 27th

  • PART $2M
  • PART 1
  • PART 27th
  • PART Profit Sharing
  • PART near Fausz Housz Inc. Retirement Plan
  • PART ind #2334

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 Oklahoma →

Terry's American Hvac, Inc. Retirement Plan in the asset neighbourhood

Terry's American Hvac, Inc. Retirement PlanTerry's American Hvac, Inc. …$2MFausz Housz Inc. Retirement PlanFausz Housz Inc. Retirement …$2MJ.J. Valve, Inc. Profit Sharing PlanJ.J. Valve, Inc. Profit Shar…$2MCherco Corporation Profit Sharing PlanCherco Corporation Profit Sh…$2MBuss 46 Inc Profit Sharing PlanBuss 46 Inc Profit Sharing P…$2M
End-of-year total assets ($M) among Terry's American Hvac, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$100K
Employer EIN463008317
Plan Effective Date2013-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (T. Sorrells Company)

Sponsor-wide plan assets over time

All T. Sorrells Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.666666666666667% vs 2022
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 202220232024 $1.5M $1.6M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Terry's American Hvac, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Terry's American Hvac, Inc. Retirement Plan, Total assets ($M): 1.6 · Participants: 1Terry's American Hvac, Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 144.557245 · Participants: 788Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 47.023351 · Participants: 1086Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.709865 · Participants: 156Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 23.802158 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.902894 · Participants: 39Messer-Bowers Profit Sharing Plan
Terry's American Hvac, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Terry's American Hvac, Inc. Retirement Plan side-by-side with 3 peers →

Terry's American Hvac, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Fausz Housz Inc. Retirement Plan in AZ ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Terry's American Hvac, Inc. Retirement Plan assets move in 2024? ▼
Terry's American Hvac, Inc. Retirement Plan grew at a solid clip - up 6.7% during 2024, from $2M to $2M. Reported net income was $100K.
How have T. Sorrells Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T. Sorrells Company's sponsor-wide assets grew 6.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Terry's American Hvac, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fausz Housz Inc. Retirement Plan in AZ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Terry's American Hvac, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 463008317.

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.