Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
D. K. HEATING AND SONS, INC.
EIN 34-1753031constructionLatest filing 2025
Plans
3
Retirement
2
$3.9M assets
Welfare
1
Participants
39
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
D. K. HEATING AND SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
D.K. HEATING AND SONS, INC. PENSION PLAN
CashBalance
Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
DK HEATING & SONS, INC. SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | D. K. HEATING AND SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.0M | 24 | 2025 | |
| 002 | D.K. HEATING AND SONS, INC. PENSION PLAN | CashBalance | $1.9M | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DK HEATING & SONS, INC. SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans