401(k) · DOL Form 5500 · 2022

Heraeus Incorporated 401(k) Plan

Data updated 2026-08-25

$243M
Total assets Near avg plan size
1,745
Participants Near avg headcount
96th
Percentile by assets National rank
$139,242
Avg per participant Near avg balance/head
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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.

  • #19,360 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Heraeus Incorporated 401(k) Retirement Plan covers 1,745 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $243M.

#19,360
in Manufacturing (20,602 peers)
-14.4%
assets change YoY
2.4×
vs typical plan assets (national mean)

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.

Heraeus Incorporated 401(k) Retirement Plan's outsized position by total assets

Heraeus Incorporated 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$242,977,280 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Heraeus Incorporated 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heraeus Incorporated 401(k) Retirement Plan lands in the large band (1,745 participants).

DOL schedule card

Filing strip 222209713 · Heraeus Incorporated PY 2022 · 401(k)

Heraeus Incorporated 401(k) Retirement Plan · $243M · 1,745 · 96th

  • BOOK $243M
  • BOOK 1,745
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Sappi North America, Inc. Hourly Investment Plan
  • BOOK ind #19360

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Pennsylvania →

Heraeus Incorporated 401(k) Retirement Plan in the asset neighbourhood

Jasper Holdings, Inc. 401(k) PlanJasper Holdings, Inc. 401(k)…$243MAllen Matkins Profit Sharing and 401(k) PlanAllen Matkins Profit Sharing…$243MHeraeus Incorporated 401(k) Retirement PlanHeraeus Incorporated 401(k) …$243MSappi North America, Inc. Hourly Investment PlanSappi North America, Inc. Ho…$243MMedpro Group 401(k) & Profit Sharing PlanMedpro Group 401(k) & Profit…$243M
End-of-year total assets ($M) among Heraeus Incorporated 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Heraeus Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$319M 31.241218932074638% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $243M $319M ▲ +31.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heraeus Incorporated 401(k) Retirement Plan, Total assets ($B): 0.24297728 · Participants: 1745Heraeus Incorporated 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heraeus Incorporated 401(k) Retirement Plan side-by-side with 3 peers →

Heraeus Incorporated 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sappi North America, Inc. Hourly Investment Plan in MA ($243M); by covered participants it is Magellan 401(k) Plan in OK (1,745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,745 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 139,126 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).
Which 401(k) plans cover a similar participant headcount to Heraeus Incorporated 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magellan 401(k) Plan in OK (1,745 participants, $381M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222209713.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.