How big is Ibbotson Heating Co.'s plan?

Ibbotson Heating Co.'s plan reported $12.7M in assets and 35 participants for 2024.

Original filing (PDF)20250617112201NAL0002815504001

Ibbotson Heating Co.

Name: Ibbotson Heating Co. — Ibbotson Heating Company, Form 5500 (2024)
Creator: Ibbotson Heating Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ibbotson Heating Company 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Ibbotson Heating Co.'s Ibbotson Heating Company 401(k) Profit Sharing Plan and Trust held $12.7M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

Plan identifiers

Ibbotson Heating Co.'s EIN is 36-2247293.

EIN 36-2247293

Plan number 001

Plan year 2024

ACK ID 20250617112201NAL0002815504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ibbotson Heating Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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