This company

Specialty distribution / Hardware plumbing hvac wholesale· Walnut Creek, CA
NAICS 423700
As of · 3 sources, 20 observations, 1 event; scored today
Find capital

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $0.7M to $3.3M
    probable EBITDA

    Probable EBITDA $0.7M to $3.3M on revenue of $18.6M to $37.1M, estimated from 53 employees.

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

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  2. 65
    dealability of 100

    Why it fits: operating tenure +16.2, 16 years since earliest plan effective date (floor on age); sector demand +10.5, specialty distribution: sponsor demand index 0.70 (anonymised market prior); workforce stability +2.1, $41,079 retirement assets per participant suggests a long-tenured workforce.

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

    DerivedDFX score, 26 Sep 2026
  3. 83
    data confidence of 100

    How sure the record is: 3 independent sources; latest effective observation 12 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
65
high
Sponsor fit
47
elevated
Transition readiness
0
low
Data confidence
83
high
Opportunity
21
ranking only
What is it

Specialty distribution (Hardware plumbing hvac wholesale) employer in Walnut Creek, CA, with 101 benefit plan participants on its latest filing, and a benefit plan in place since 2010. No website description has been captured yet.

Why does it fit
  • +36
    Estimate
  • +16.2
    Fact
  • +2.1
    Inference
  • +10.5
    Inference
Why now
What its own filings say
  1. 2022 to 2024Workforce on the planfallingstrong weightFact
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$18.6M to $37.1M Estimate
Probable EBITDA
$742,000 to $3.3M Estimate
Workforce proxy
101 plan participants
Estimate computed on
53 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
  • +40
    Fact3 independent sources
  • +29.5
    Factlatest effective observation 2026-09-12
  • +13.5
    Estimate
What changed
Ownership and transition activity
How the four classes are defined
  1. Jul 1, 2024plan year 2024Company 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 11, 2026
  1. Every dated event
  2. Jul 1, 2024Final benefit plan filingFactTransaction preparation
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jul 1, 2010 (age floor 16 years)
Ownership
not observed
Plans on file
1
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants53Fact2024-07-01DOL EFAST2 Form 5500 datasets
Business start date1965-01-01Inference1965-01-01SAM.gov entity registrations (monthly public V2 extract)
Ebitda band$2.0MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$2.0MEstimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Entity structurecorporate entity, not tax exemptInference2026-08-07SAM.gov entity registrations (monthly public V2 extract)
Hq locationWalnut Creek, CAFact2024-07-01DOL EFAST2 Form 5500 datasets
Naics code423700Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.2MFact2023-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.4MFact2022-07-01DOL EFAST2 Form 5500 datasets
Plan count1Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2010-07-01Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants101Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants155Fact2023-12-01DOL EFAST2 Form 5500 datasets
Plan participants98Fact2023-07-01DOL EFAST2 Form 5500 datasets
Plan participants153Fact2022-12-01DOL EFAST2 Form 5500 datasets
Plan participants94Fact2022-07-01DOL EFAST2 Form 5500 datasets
Sam registrationUei: U5WHSST6SBC9; Cage: 1zgy3; Naics: 423720; Status: A; Expires: 2027-08-06; Purpose: Z2; Updated: 2026-08-07…Inference2026-08-07SAM.gov entity registrations (monthly public V2 extract)
SubsectorHardware plumbing HVAC wholesaleFact2024-07-01DOL EFAST2 Form 5500 datasets
VerticalSpecialty distributionFact2024-07-01DOL EFAST2 Form 5500 datasets
WebsiteRead at: 2026-09-23; Verify verdict: unreachableInference2026-08-07SAM.gov entity registrations (monthly public V2 extract)
Get this every Monday for your sectors. Email and two sectors, no password.Set up the brief