How big is Clayton Heating & Air Conditioning's plan?

Clayton Heating & Air Conditioning's plan reported $2.0M in assets and 26 participants for 2024.

Original filing (PDF)20260130073911NAL0007079216001

Clayton Heating & Air Conditioning

Name: Clayton Heating & Air Conditioning — Clayton Heating, Form 5500 (2024)
Creator: Clayton Heating & Air Conditioning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clayton Heating & Air Conditioning Company 401(k) Profit Sharing Plan

401(k) retirement plan · Clayton Heating & Air Conditioning's Clayton Heating & Air Conditioning Company 401(k) Profit Sharing Plan held $2.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Dan Clayton signed Clayton Heating & Air Conditioning's 2024 Form 5500 as plan administrator.

Dan Clayton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clayton Heating & Air Conditioning's EIN is 34-0860843.

EIN 34-0860843

Plan number 001

Plan year 2024

ACK ID 20260130073911NAL0007079216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clayton Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clayton Heating & Air Conditioning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYTON HEATING & AIR CONDITIONING.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CLAYTON HEATING & AIR CONDITIONING

EIN

all filings

Address

1144 E. MIDLOTHIAN BLVD. · YOUNGSTOWN, OH · 44502

Phone

(330) 782-8035

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator