Department of Labor filing

HEAT TRANSFER RESEARCH, INC.

HEAT TRANSFER RESEARCH, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 28, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

100filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$20,615

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

102

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$1 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 100% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024100out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expense100th percentileTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HEAT TRANSFER RESEARCH, INC. reported $2,102,760 in employer contributions across the plan and 102 active participants. That works out to $20,615 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 103.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 27.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context100/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,102,760
Participant contributions: $994,067
Other contributions: $2,498
Employer share of reported contributions: 67.9%
Beginning assets: $34,743,775
Ending assets: $37,474,805
Ending net assets: $37,474,805
Ending liabilities: $0
Total income: $8,079,432
Total expenses: $5,348,402
Administrative expenses: $75
Participant loans: $229,183

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$10,121

2023

$9,968

2024

$20,615

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

2023

2024

102

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$20,615	102	37.5M	20250728130208NAL0002236992001
2023	$9,968	94	34.7M	20240730152803NAL0021046945001
2022	$10,121	91	28.6M	20230711163550NAL0027573680001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 730723287-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1992
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T3D

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250728130208NAL0002236992001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗