· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PIERCE REFRIGERATION INC — PIERCE REFRIGERATION INC 401K PROFIT-SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616055009NAL0001799858001
PIERCE REFRIGERATION INC
Form 5500-SF
FILING_RECEIVED
PIERCE REFRIGERATION INC 401K PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
40
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PIERCE REFRIGERATION INC
.
Find decision makers
Plan sponsor
Name
PIERCE REFRIGERATION INC
EIN
04-2488848
Address
439 E. CENTER ST., · PO BOX 40 · WEST BRIDGEWATER, MA · 02379
Phone
(508) 586-1088
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
AIR CENTRAL LLC
AIR CENTRAL LLC CASH BALANCE PENSION PLAN
$4.4M · 10 participants
HALEY COMFORT SYSTEMS, INC.
HALEY COMFORT SYSTEMS, INC. SECTION 401(K) PLAN
$4.4M · 56 participants
IHP INDUSTRIAL, INC.
IHP INDUSTRIAL, INC. 401(K) PENSION PLAN
$4.4M · 19 participants
BTU MANAGEMENT INC. PSP
BTU MNGMT, INC. PROFIT SHARING PLAN
$4.4M · 30 participants
MCINTYRE PLUMBING & HEATING MECHANICAL CONTRACTOR, INC.
MCINTYRE PLUMBING & HEATING MECHANICAL CONTRACTOR, INC. 401(K) SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.4M · 33 participants
FEDERAL ELITE HEATING & COOLING
FEDERAL ELITE HEATING & COOLING 401K PLAN
$4.4M · 63 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
