401(k) · DOL Form 5500 · 2023

Connecticut Heating & Cooling Contractors Association, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
206
Participants Below avg headcount
61st
Percentile by assets National rank
$54,213
Avg per participant Low balance/head
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Official DOL plan name: Connecticut Heating & Cooling Contractors Association Retirement Plan · Sponsored by Connecticut Heating & Cooling Contractors Association, Inc. · Connecticut · Construction

$11M in assets, 206 participants

Connecticut Heating & Cooling Contractors Association, Inc.'s Connecticut Heating & Cooling Contractors Association Retirement Plan reported $11M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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 Construction (9,030 peers)

Coverage in Connecticut

Connecticut Heating & Cooling Contractors Association Retirement Plan covers 206 participants in Connecticut, about 29% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#5,368
in Construction (9,030 peers)
+31.7%
assets growth YoY

Connecticut Heating & Cooling Contractors Association Retirement Plan's mid-pack asset rank among Construction and all filers

Connecticut Heating & Cooling Contractors Association Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,167,816 Top 39% higher than 61% of 127,068 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 2023

Connecticut Heating & Cooling Contractors Association Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Connecticut Heating & Cooling Contractors Association Retirement Plan sits mid-pack in the medium band (206 participants).

Form 5500 schedule snapshot

Filing strip 237323973 · Connecticut Heating & Cooling Contractors Association, Inc. PY 2023 · 401(k)

Connecticut Heating & Cooling Contractors Association Retirement Plan · $11M · 206 · 61st

  • EIN $11M
  • EIN 206
  • EIN 61st
  • EIN 401(k)
  • EIN near Adient Aerospace LLC Savings and Investment 401(k) Plan
  • EIN 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 Construction retirement plans → · Plans in Connecticut →

Connecticut Heating & Cooling Contractors Association Retirement Plan in the asset neighbourhood

Connecticut Heating & Cooling Contractors Association Retirement PlanConnecticut Heating & Coolin…$11MAdient Aerospace LLC Savings and Investment 401(k) PlanAdient Aerospace LLC Savings…$11MHaack Profit Sharing Plan & TrustHaack Profit Sharing Plan & …$11MVelocys Inc. Employees Retirement PlanVelocys Inc. Employees Retir…$11MSaurer Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Connecticut Heating & Cooling Contractors Association Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN237323973
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Heating & Cooling Contractors Association, Inc.)

Sponsor-wide plan assets over time

All Connecticut Heating & Cooling Contractors Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.94312871916944% vs 2023
2024 filing year
$10M$12M$14M$16M 20232024 $11.2M $14.9M ▲ +32.9%
Year Plans Participants Total Assets
2023 1 206 $11M
2024 1 230 $15M

Nearby 401(k) Plans in Connecticut

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

Connecticut Heating & Cooling Contractors Association Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Connecticut Heating & Cooling Contractors Association Retirement Plan, Total assets ($B): 0.011167816 · Participants: 206Connecticut Heating & Cooling Contractors Association Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Connecticut Heating & Cooling Contractors Association Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Heating & Cooling Contractors Association Retirement Plan side-by-side with 3 peers →

Connecticut Heating & Cooling Contractors Association Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Adient Aerospace LLC Savings and Investment 401(k) Plan in CA ($11M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Connecticut Heating & Cooling Contractors Association Retirement Plan assets move in 2023? ▼
Connecticut Heating & Cooling Contractors Association Retirement Plan surged - up 31.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Connecticut Heating & Cooling Contractors Association, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Connecticut Heating & Cooling Contractors Association, Inc.'s sponsor-wide assets grew 32.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Connecticut Heating & Cooling Contractors Association Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adient Aerospace LLC Savings and Investment 401(k) Plan in CA ($11M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Connecticut Heating & Cooling Contractors Association Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237323973.

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.