401(k) · DOL Form 5500 · 2022

Heraeus Incorporated 401(k) Plan

Data updated 2026-08-06

$243M
Total assets
1,745
Participants
96th
Percentile by assets
$139,242
Avg per participant
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Official DOL plan name: Heraeus Incorporated 401(k) Retirement Plan · Sponsored by Heraeus Incorporated · Pennsylvania · Manufacturing

$243M in assets, 1,745 participants

Heraeus Incorporated's Heraeus Incorporated 401(k) Retirement Plan reported $243M in total assets and 1,745 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 96th percentile by assets (of 139,258 plans)
  • #19,384 in Manufacturing (20,629 peers)

Coverage in Pennsylvania

Heraeus Incorporated 401(k) Retirement Plan covers 1,745 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~824 per filing). Assets: $243M.

$243M
total plan assets (2022 EOY)
1,745
covered participants
96th
percentile by assets (of 139,258 plans)
$139,242
avg assets per participant

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Heraeus Incorporated 401(k) Retirement Plan reports 1,745 participants - 2.1x that state average ($243M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$284M
Net Assets (End of Year)$243M
Net Income-$41M
Employer EIN222209713
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heraeus Incorporated)

$200M$250M$300M$350M 202220232024 $243M $319M ▲ +31.2%
Total plan assets by year, all Heraeus Incorporated plans on file
Year Plans Participants Total Assets
2022 1 1,745 $243M
2023 1 1,929 $292M
2024 1 1,974 $319M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heraeus Incorporated…Comcast Corporation …Cigna 401(k) PlanThe PNC Financial Se…The Vanguard Retirem…The Bank of New York…
Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heraeus Incorporated 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Heraeus Incorporated 401(k) Retirement Plan assets move in 2022?
Heraeus Incorporated 401(k) Retirement Plan pulled back noticeably - down 14.4% during 2022, from $284M to $243M. Reported net income was -$41M.
How have Heraeus Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Heraeus Incorporated's sponsor-wide assets grew 31.2%, from $243M to $319M.
Where does Heraeus Incorporated 401(k) Retirement Plan rank by assets among Form 5500 filers?
Heraeus Incorporated 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heraeus Incorporated 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Sappi North America, Inc. Hourly Investment Plan in MA ($243M, 1,282 participants).

Next read for Heraeus Incorporated 401(k) Retirement P…

Filing takeaways

Ways to act on Heraeus Incorporated 401(k) Retirement Plan's numbers.

  • By total assets, Heraeus Incorporated 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Heraeus Incorporated's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Manufacturing plans