Profit Sharing · DOL Form 5500 · 2024
Advanced Heating & Air Conditioning Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
Official DOL plan name: Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan · Sponsored by Advanced Heating & Air Conditioning · California · Construction
$3M in assets, 1 participants
Advanced Heating & Air Conditioning's Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #2,976 in Construction (9,039 peers)
Advanced Heating & Air Conditioning multi-year trail
Advanced Heating & Air Conditioning's plans moved +16.0% in assets from 2022 to 2024; this filing shows Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan at $3M / 1 participant.
- #2,976
- in Construction (9,039 peers)
- +6.7%
- assets growth YoY
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan's mid-pack asset rank among Construction and all filers
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,043,377 34th percentile higher than 34% 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
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing 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. Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan reported net income fell from $231K in the plan year 2023 filing to $190K in the plan year 2024 filing.
- Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 843305928 · Advanced Heating & Air Conditioning PY 2024 · Profit Sharing
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan · $3M · 1 · 34th
- NET $3M
- NET 1
- NET 34th
- NET Profit Sharing
- NET near Wardlaw Ortho. Profit Sharing Plan & Trust
- NET ind #2976
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 California →
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan in the asset neighbourhood
Advanced Heating & Air Conditioning multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Heating & Air Conditioning plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.049888788178183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Advanced Heating & Air Conditioning filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $190K |
| Employer EIN | 843305928 |
| Plan Effective Date | 1973-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Wardlaw Ortho. Profit Sharing Plan & Trust in AR ($3M); 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 ($3M 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.