Back to filter
Original filing (PDF)20250827160127NAL0005053235001
D. K. HEATING AND SONS, INC.
Form 5500-SF
FILING_RECEIVED
D.K. HEATING AND SONS, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D. K. HEATING AND SONS, INC..
Plan sponsor
Name
D. K. HEATING AND SONS, INC.
EIN
34-1753031
Address
4108 N. RIDGE RD. · PERRY, OH · 44081
Phone
(440) 259-4557
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
1C · Cash balance or similar hybrid DB
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
GREENBERG CLARK INC DBA THE TRENCHLESS CO
THE TRENCHLESS CO 401K PROFIT SHARING PLAN
$1.5M · 22 participants
AXIOM SERVICES, LLP DBA MERIT SERVICES
MERIT SERVICES 401(K) PLAN
$1.5M · 32 participants
WILLIAMS PLUMBING & DRAIN SERV
WILLIAMS PLUMBING & DRAIN SERV 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 45 participants
WESTPAC HOLDING COMPANY, INC.
WESTPAC HOLDING COMPANY, INC. 401(K) PLAN & TRUST
$1.5M · 66 participants
MECHANICAL AIR CONDITIONING CORP
MECHANICAL AIR CONDITIONING CORP 401(K) PROFIT SHARING PLAN
$1.5M · 61 participants
OGH SERVICE COMPANY
OGH SERVICE COMPANY PROFIT SHARING PLAN & TRUST
$1.5M · 27 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants