PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Fresno Plumbing & Heating, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Fresno Plumbing & Heating, Inc.

EIN 94-2774677-construction-Latest filing 2025
Plans
3
Retirement
2
$30.6M assets
Health & Benefits
1
$1.2M premiums
Participants
962
2585 N. LARKIN - FRESNO, CA 93727559-292-3003fphinc.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#001401(k)-$23.7M - 342 part#002ESOP-$6.9M - 336 part#502Fully insured-$1.2M - 284 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 678 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$23.7M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.9M
Total $30.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)342
  • EMPLOYEE STOCK OWNERSHIP (#002)336
Total 678Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$114K
  • Vision$114K
  • Life$18K
  • Other$18K
Total $1.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FRESNO PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$23.7M
Participants342
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.9M
Participants336
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

FRESNO PLUMBING & HEATING CONSOLIDATED WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives284
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FRESNO PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN401(k)$23.7M3422025
#002FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.9M3362025
  • FRESNO PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN$23.7M
    #001 · 401(k) · 2025342
  • FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.9M
    #002 · ESOP · 2025336

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502FRESNO PLUMBING & HEATING CONSOLIDATED WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2842025
  • FRESNO PLUMBING & HEATING CONSOLIDATED WELFARE PLAN$1.2M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025284
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica