401(k) · DOL Form 5500 · 2022

J.D. Heiskell Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
611
Participants Below avg headcount
89th
Percentile by assets National rank
$94,014
Avg per participant Below avg balance/head
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Official DOL plan name: J.D. Heiskell Holdings, LLC 401(k) Plan · Sponsored by J.D. Heiskell Holdings, LLC · California · Manufacturing

$57M in assets, 611 participants

J.D. Heiskell Holdings, LLC's J.D. Heiskell Holdings, LLC 401(k) Plan reported $57M in total assets and 611 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,291 in Manufacturing (20,602 peers)

Where J.D. Heiskell Holdings, LLC 401(k) Plan sits by assets

J.D. Heiskell Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 611 participants (~$94,014/participant), down 12.8% in 2022.

#17,291
in Manufacturing (20,602 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.D. Heiskell Holdings, LLC 401(k) Plan's outsized position by total assets

J.D. Heiskell Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$57,442,454 Top 11% higher than 89% 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

J.D. Heiskell Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.D. Heiskell Holdings, LLC 401(k) Plan sits mid-pack in the medium band (611 participants).

Plan-year Form 5500 strip

Filing strip 770543702 · J.D. Heiskell Holdings, LLC PY 2022 · 401(k)

J.D. Heiskell Holdings, LLC 401(k) Plan · $57M · 611 · 89th

  • RANK $57M
  • PHOTO 611
  • IND 89th
  • EOY 401(k)
  • 5500 near F.T. Publications Inc. 401(k) Plan
  • ASSETS ind #17291

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 California →

J.D. Heiskell Holdings, LLC 401(k) Plan in the asset neighbourhood

F.T. Publications Inc. 401(k) PlanF.T. Publications Inc. 401(k…$57MDigitalocean, LLC 401(k) Plan$57MEquipment & Controls, Inc. 401(k) Retirement PlanEquipment & Controls, Inc. 4…$57MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$57MJ.D. Heiskell Holdings, LLC 401(k) PlanJ.D. Heiskell Holdings, LLC …$57M
End-of-year total assets ($M) among J.D. Heiskell Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$57M
Net Income-$8M
Employer EIN770543702
Plan Effective Date1974-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (J.D. Heiskell Holdings, LLC)

Sponsor-wide plan assets over time

All J.D. Heiskell Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 29.692883594423037% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.4M $74.5M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 611 $57M
2023 1 604 $64M
2024 1 560 $74M

Nearby 401(k) Plans in California

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

J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J.D. Heiskell Holdings, LLC 401(k) Plan, Total assets ($B): 0.057442454 · Participants: 611J.D. Heiskell Holdings, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.D. Heiskell Holdings, LLC 401(k) Plan side-by-side with 3 peers →

J.D. Heiskell Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is F.T. Publications Inc. 401(k) Plan in NY ($57M); by covered participants it is Colorado Premium Foods 401(k) Plan in CO (611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (611 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 J.D. Heiskell Holdings, LLC 401(k) Plan assets move in 2022? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $66M to $57M. Reported net income was -$8M.
How have J.D. Heiskell Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.D. Heiskell Holdings, LLC's sponsor-wide assets grew 29.7%, from $57M to $74M.
Where does J.D. Heiskell Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.T. Publications Inc. 401(k) Plan in NY ($57M, 287 participants).
Which 401(k) plans cover a similar participant headcount to J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Premium Foods 401(k) Plan in CO (611 participants, $7M 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 770543702.

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.