401(k) · DOL Form 5500 · 2024
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 226
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $15,900
- Avg per participant Low balance/head
Official DOL plan name: Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · Sponsored by Jon Wayne Heating & Air Conditioning, Ltd. · Texas · Construction
$4M in assets, 226 participants
Jon Wayne Heating & Air Conditioning, Ltd.'s Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported $4M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #3,191 in Construction (9,039 peers)
Coverage in Texas
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan covers 226 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #3,191
- in Construction (9,039 peers)
- +35.2%
- assets growth YoY
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's mid-pack asset rank among Construction and all filers
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,593,449 37th percentile higher than 37% 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
Jon Wayne Heating & Air Conditioning, Ltd. 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. Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan sits mid-pack in the medium band (226 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported net income rose from $687K in the plan year 2023 filing to $936K in the plan year 2024 filing.
- Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan reported participants fell from 306 in the plan year 2023 filing to 226 in the plan year 2024 filing.
DOL schedule card
Filing strip 743018497 · Jon Wayne Heating & Air Conditioning, Ltd. PY 2024 · 401(k)
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan · $4M · 226 · 37th
- PHOTO $4M
- IND 226
- EOY 37th
- 5500 401(k)
- ASSETS near Vannguard Utility Partners, Inc. 401(k) Plan
- PCT ind #3191
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 Texas →
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $936K |
| Employer EIN | 743018497 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jon Wayne Heating & Air Conditioning, Ltd.)
Sponsor-wide plan assets over time
All Jon Wayne Heating & Air Conditioning, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 82.36608830734362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $2M |
| 2023 | 1 | 306 | $3M |
| 2024 | 1 | 226 | $4M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Vannguard Utility Partners, Inc. 401(k) Plan in WI ($4M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (226 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.