How big is Specialty Heating Services' plan?

Specialty Heating Services' plan reported $167K in assets and 20 participants for 2025.

Original filing (PDF)20260429220656NAL0011471281088

Specialty Heating Services

Name: Specialty Heating Services — Specialty Heating, Form 5500 (2025)
Creator: Specialty Heating Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialty Heating Services 401(k) Plan

401(k) retirement plan · Specialty Heating Services' Specialty Heating Services 401(k) Plan held $167K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Specialty Heating Services' EIN is 87-0879627.

EIN 87-0879627

Plan number 001

Plan year 2025

ACK ID 20260429220656NAL0011471281088

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Specialty Heating Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Specialty Heating Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

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 (86th percentile).

Plan sponsor

Name

SPECIALTY HEATING SERVICES

EIN

all filings

Address

3180 UTICA AVENUE · JACKSON, MS · 39209

Phone

(601) 531-8809

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator