My Plan Facts

Employers › Colorado

Employer · plans filed under one EIN

R & H Mechanical, Inc.

Eagle, CO · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$20.9Mnet assets across plans
433participant records347 active
$577Kemployer contributions, latest plan years$1,663 per active record
$53KSchedule C compensation to organisations$123.38 per participant record

2 retirement plans with 100 or more participants file Form 5500 under R & H Mechanical, Inc.'s employer identification number (Eagle, Colorado). Their latest filings total 433 participant records and $20.9M in net assets.

The largest is R & H MECHANICAL,INC.401(K) Retirement Savings Plan, a 401(k) plan with 237 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $577K and participant contributions $775K in the latest plan years; benefits paid were $668K. Schedule C compensation reported to service provider organisations totalled $53K.

Combined net assets moved from $3.2M in 2020 to $20.9M in 2024 (up 549%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
R & H MECHANICAL,INC.401(K) Retirement Savings Plan401(k) plan2024237$6.3M$26,785$2,088$53K
R & H Mechanical, Inc. Employee Stock Ownership Planemployee stock ownership plan2024196$14.5M$74,155$1,167$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2020: $3.2M2021: $5.4M2022: $8.5M2023: $13.3M2024: $20.9M$3.2M$20.9M202020222024
Combined net assets
2020: 1712021: 3352022: 3522023: 3182024: 433171433202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242433$20.9M$578K$775K
20232318$13.3M$497K$642K
20222352$8.5M$431K$505K
20212335$5.4M$402K$572K
20201171$3.2M$180K$335K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance Co.—1$24,302
Clifton Larson Allen Wealth Adv LLCInvestment advisory (plan)1$19,478
CBIZ Benefits & Ins ServicesContract Administrator1$7,210
Empower Advisory Group LLCInvestment management1$2,434

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Co.$24K
Clifton Larson Allen Wealth Adv LLC$19K
CBIZ Benefits & Ins Services$7,210
Empower Advisory Group LLC$2,434

Questions and answers

How many retirement plans does R & H Mechanical, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: R & H MECHANICAL,INC.401(K) Retirement Savings Plan and R & H Mechanical, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does R & H Mechanical, Inc. contribute to its plans?

$577,197 in employer contributions across these plans in their latest plan years, about $1,663 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Co., Clifton Larson Allen Wealth Adv LLC, CBIZ Benefits & Ins Services and Empower Advisory Group LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.