401(k) · DOL Form 5500 · 2022

Heller Machine Tools, L.P. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
75
Participants Small participant base
77th
Percentile by assets National rank
$266,375
Avg per participant High balance/head
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Official DOL plan name: Heller Machine Tools, L.P. 401(k) Plan · Sponsored by Heller Machine Tools, L.P. · Michigan · Wholesale Trade

$20M in assets, 75 participants

Heller Machine Tools, L.P.'s Heller Machine Tools, L.P. 401(k) Plan reported $20M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,116 in Wholesale Trade (6,843 peers)

Where Heller Machine Tools, L.P. 401(k) Plan sits by assets

Heller Machine Tools, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 75 participants (~$266,375/participant), down 13.5% in 2022.

#5,116
in Wholesale Trade (6,843 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heller Machine Tools, L.P. 401(k) Plan's outsized position by total assets

Heller Machine Tools, L.P. 401(k) Plan vs every filed plan by assets

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

$19,978,133 Top 23% higher than 77% 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

Heller Machine Tools, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heller Machine Tools, L.P. 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 363451874 · Heller Machine Tools, L.P. PY 2022 · 401(k)

Heller Machine Tools, L.P. 401(k) Plan · $20M · 75 · 77th

  • TYPE $20M
  • NET 75
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near Big Gain, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5116

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 Wholesale Trade retirement plans → · Plans in Michigan →

Heller Machine Tools, L.P. 401(k) Plan in the asset neighbourhood

Heller Machine Tools, L.P. 401(k) PlanHeller Machine Tools, L.P. 4…$20MBig Gain, Inc. 401(k) Profit Sharing PlanBig Gain, Inc. 401(k) Profit…$20MIq Solutions, Inc. 401(k) Profit Sharing PlanIq Solutions, Inc. 401(k) Pr…$20MUpper Peninsula Plumbers Pipefitters Defined Contribution PlanUpper Peninsula Plumbers Pip…$20MLasalle Bristol, LP 401(k) PlanLasalle Bristol, LP 401(k) P…$20M
End-of-year total assets ($M) among Heller Machine Tools, L.P. 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)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN363451874
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heller Machine Tools, L.P.)

Sponsor-wide plan assets over time

All Heller Machine Tools, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.518837571058317% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20M $23.7M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 75 $20M
2023 1 82 $24M
2024 1 86 $24M

Nearby 401(k) Plans in Michigan

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

Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Heller Machine Tools, L.P. 401(k) Plan, Total assets ($B): 0.019978133 · Participants: 75Heller Machine Tools, L.P. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heller Machine Tools, L.P. 401(k) Plan side-by-side with 3 peers →

Heller Machine Tools, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Big Gain, Inc. 401(k) Profit Sharing Plan in MN ($20M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Heller Machine Tools, L.P. 401(k) Plan assets move in 2022? ▼
Heller Machine Tools, L.P. 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Heller Machine Tools, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Machine Tools, L.P.'s sponsor-wide assets grew 18.5%, from $20M to $24M.
Where does Heller Machine Tools, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heller Machine Tools, L.P. 401(k) Plan ranks in the 77th 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 Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Gain, Inc. 401(k) Profit Sharing Plan in MN ($20M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Miller Timber Services Inc Retirement Plan in OR (75 participants, $5M 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 363451874.

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.