401(k) · DOL Form 5500 · 2022

Heck Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
52nd
Percentile by assets National rank
$282,903
Avg per participant High balance/head
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Official DOL plan name: Heck Capital Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Heck Capital Advisors, LLC · Wisconsin · Finance & Insurance

$5M in assets, 19 participants

Heck Capital Advisors, LLC's Heck Capital Advisors, LLC 401(k) Profit Sharing Plan reported $5M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,374 in Finance & Insurance (9,261 peers)

Heck Capital Advisors, LLC multi-year trail

Heck Capital Advisors, LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows Heck Capital Advisors, LLC 401(k) Profit Sharing Plan at $5M / 19 participants.

#3,374
in Finance & Insurance (9,261 peers)
-8.7%
assets change YoY

The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,375,163 Top 48% higher than 52% 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

Heck Capital Advisors, LLC 401(k) Profit Sharing 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. Heck Capital Advisors, LLC 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 260202276 · Heck Capital Advisors, LLC PY 2022 · 401(k)

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan · $5M · 19 · 52nd

  • PCT $5M
  • EIN 19
  • RANK 52nd
  • PHOTO 401(k)
  • IND near Patriot, LLC 401(k) Plan
  • EOY ind #3374

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heck Capital Advisors, LLC 401(k) Profit Sharing PlanHeck Capital Advisors, LLC 4…$5MPatriot, LLC 401(k) Plan$5MTelecommunications & Industrial Consulting Services CorporationTelecommunications & Industr…$5MNear Earth Autonomy 401(k) Retirement PlanNear Earth Autonomy 401(k) R…$5MSynerfac, Inc. Retirement/Profit Sharing PlanSynerfac, Inc. Retirement/Pr…$5M
End-of-year total assets ($M) among Heck Capital Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heck Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heck Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.753047675019346% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.38M $7.67M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 22 $7M
2024 1 20 $8M

Heck Capital Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$512K
Employer EIN260202276
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Heck Capital Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.005375163 · Participants: 19Heck Capital Advisors, LLC 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heck Capital Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Patriot, LLC 401(k) Plan in MD ($5M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Heck Capital Advisors, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Heck Capital Advisors, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.7% during 2022, from $6M to $5M. Reported net income was -$512K.
How have Heck Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heck Capital Advisors, LLC's sponsor-wide assets grew 42.8%, from $5M to $8M.
Which 401(k) plans are similar in size to Heck Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patriot, LLC 401(k) Plan in MD ($5M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Heck Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 260202276.

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.