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Company

J••••• L• B•••••

Richmond Hill, NY·Industrial services / Hvac plumbing mechanical·NAICS 238220
Last verified Sep 13, 2026
4 sources · 28 observations · 5 events
Scored yesterday
Contact decision makerFind lenders for this size
More
Borrowers in this sector

What matters now

  1. "retirement"
    phrase found

    Succession language on website (inference): "Only when Joe was confident in their abilities did he cut back on his work hours until his eventual retirement in 1983."

    The sentence is dated history (1996): it describes a handover already made, not one pending. It does not say the company is for sale.

    Inferencecompany website, b•••••••••.com/history, read 13 Sep 2026For Independent sponsors, search fundsOpen the page →
  2. $0.8M to $3.8M
    probable EBITDA

    Probable EBITDA $0.8M to $3.8M on revenue of $13.7M to $25.5M, estimated from 91 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  3. 85
    dealability of 100

    Why it fits: operating tenure +20, 74 years since founding; ownership +10, family owned (from research); sector demand +12.8, industrial services: sponsor demand index 0.85 (anonymised market prior).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 23 Sep 2026
  4. 93
    data confidence of 100

    How sure the record is: 4 independent sources; latest effective observation 13 Sep 2026; size estimate at 45% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
85
high
Sponsor fit
79
high
Transition readiness
0
low
Urgency
0
low
Data confidence
93
high
Opportunity
29
ranking only
What is it

••• Locked

Why does it fit
  • +37.6S•••••••••
    Estimate••• Locked
  • +20O•••••••••
    Fact74 years since founding
  • +5B•••••••••
    Fact••• Locked
  • +12.8S•••••••••
    Inference••• Locked
  • +10O•••••••••
    Factfamily owned (from research)
Why now
  • 0O•••••••••Succession
    Fact••• LockedJan 1, 1983balkanplumbing.com
  • 0O•••••••••Ownership event
    Fact••• LockedDec 26, 1996balkanplumbing.com
  • 0N•••••••••Succession
    Fact••• LockedJan 1, 1983balkanplumbing.com
  • -47P•••••••••Possibly resolved
    Fact••• LockedJan 1, 2025efast.dol.gov
  • +8.5M•••••••••M•••••••••
    Inference••• Locked
How large is it
Probable revenue
$13.7M to $25.5M Estimate
Probable EBITDA
$819,000 to $3.8M Estimate
Workforce proxy
126 plan participants
Estimate computed on
91 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
45%
How certain are we
  • +40S•••••••••
    Fact4 independent sources
  • +29.6F••••••••
    Factlatest effective observation 2026-09-13
  • +13.5S•••••••••
    Estimate••• Locked
What changed
Ownership and transition activity
How the four classes are defined
  1. Jan 1, 2025plan year 2025Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 1 plan; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
  1. Every dated event
  2. Sep 13, 2026Succession language on websiteFactSuccession
    ••• Locked
    Company websites (about, team, news pages) b•••••••••.com
  3. Jan 1, 2025Final benefit plan filingFactTransaction preparation
    ••• Locked
    DOL EFAST2 Form 5500 datasets efast.dol.gov
  4. Dec 26, 1996Owner death announcedFactOwnership event
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.com
  5. Jan 1, 1983Owner retirement announcedFactSuccession
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.com
  6. Jan 1, 1983Next-generation transitionFactSuccession
    ••• Locked
    DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.com
Decision makers
  • P••• R• B•••••
    NYC Master Plumber (licensee of record)FactSep 11, 2026company website
Profile
Founded
1952 (74 years)
Ownership
Family owned
Plans on file
2
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants91Fact2024-01-01DOL EFAST2 Form 5500 datasets
Description••• LockedFactCompany websites (about, team, news pages)••• Locked
Description••• LockedFact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Ebitda band$2.3MEstimate2026-09-13DFX model output (scores, estimates, matches)
no URL
••• Locked
Ebitda band$2.3MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
••• Locked
Ebitda band$2.3MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
••• Locked
Founded year1952Fact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Generation language••• LockedFact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Hq locationRichmond Hill, NYFact2024-01-01DOL EFAST2 Form 5500 datasets
Leadership title••• LockedFact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Naics code238220Fact2024-01-01DOL EFAST2 Form 5500 datasets
Ownership typeFamily ownedFactCompany websites (about, team, news pages)••• Locked
Ownership typeFamily ownedFact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Plan assets eoy usd$1.3MFact2025-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$1.1MFact2024-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$916,261Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$647,609Fact2022-01-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest1987-07-01Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants126Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants107Fact2024-01-01DOL EFAST2 Form 5500 datasets
Plan participants89Fact2023-01-01DOL EFAST2 Form 5500 datasets
Plan participants82Fact2022-01-01DOL EFAST2 Form 5500 datasets
SubsectorHVAC plumbing mechanicalFact2024-01-01DOL EFAST2 Form 5500 datasets
Succession languageretirementFact1983-01-01Company websites (about, team, news pages)••• Locked
VerticalIndustrial servicesFact2024-01-01DOL EFAST2 Form 5500 datasets
Website••• LockedFact2026-09-11DFX analyst research (General-assisted, every claim URL-cited)••• Locked
Years in business claim60FactCompany websites (about, team, news pages)••• Locked
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