401(k) · DOL Form 5500 · 2022

Heimark Distributing, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
210
Participants Below avg headcount
85th
Percentile by assets National rank
$177,663
Avg per participant Above avg balance/head
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Official DOL plan name: Heimark Distributing, LLC 401 (K) Plan · Sponsored by Heimark Distributing, LLC · California · Wholesale Trade

$37M in assets, 210 participants

Heimark Distributing, LLC's Heimark Distributing, LLC 401 (K) Plan reported $37M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,877 in Wholesale Trade (6,843 peers)

Coverage in California

Heimark Distributing, LLC 401 (K) Plan covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $37M.

#5,877
in Wholesale Trade (6,843 peers)
-21.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heimark Distributing, LLC 401 (K) Plan's outsized position by total assets

Heimark Distributing, LLC 401 (K) Plan vs every filed plan by assets

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

$37,309,238 Top 15% higher than 85% 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

Heimark Distributing, 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. Heimark Distributing, LLC 401 (K) Plan sits mid-pack in the medium band (210 participants).

Plan-year Form 5500 strip

Filing strip 951969507 · Heimark Distributing, LLC PY 2022 · 401(k)

Heimark Distributing, LLC 401 (K) Plan · $37M · 210 · 85th

  • 5500 $37M
  • 5500 210
  • 5500 85th
  • 5500 401(k)
  • 5500 near National Western Life Insurance Company 401(k) Plan
  • 5500 ind #5877

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 California →

Heimark Distributing, LLC 401 (K) Plan in the asset neighbourhood

Four Winds 401(k) Savings and Investment PlanFour Winds 401(k) Savings an…$37MRichard a. Alaimo Associates Savings and Investment PlanRichard a. Alaimo Associates…$37MHeimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$37MNational Western Life Insurance Company 401(k) PlanNational Western Life Insura…$37MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$37M
End-of-year total assets ($M) among Heimark Distributing, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$37M
Net Income-$10M
Employer EIN951969507
Plan Effective Date1975-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Heimark Distributing, LLC)

Sponsor-wide plan assets over time

All Heimark Distributing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 10.127604321481988% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.3M $41.1M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 210 $37M
2023 1 231 $41M
2024 1 221 $41M

Nearby 401(k) Plans in California

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

Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heimark Distributing, LLC 401 (K) Plan, Total assets ($B): 0.037309238 · Participants: 210Heimark Distributing, 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
Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heimark Distributing, LLC 401 (K) Plan side-by-side with 3 peers →

Heimark Distributing, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Western Life Insurance Company 401(k) Plan in TX ($37M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Heimark Distributing, LLC 401 (K) Plan assets move in 2022? ▼
Heimark Distributing, LLC 401 (K) Plan declined sharply - down 21.3% during 2022, from $47M to $37M. Reported net income was -$10M.
How have Heimark Distributing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heimark Distributing, LLC's sponsor-wide assets grew 10.1%, from $37M to $41M.
Where does Heimark Distributing, LLC 401 (K) Plan rank by assets among Form 5500 filers? ▼
Heimark Distributing, LLC 401 (K) Plan ranks in the 85th 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 Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Western Life Insurance Company 401(k) Plan in TX ($37M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 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 951969507.

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.