401(k)
2022 plan-year 401(k) DOL Form 5500

Heidenhain Corporation 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Heidenhain Corporation · Illinois · Manufacturing

What the 2023 filing shows

Heidenhain Corporation 401(k) Savings Plan holds $42M for 139 participants — about $300,814 per participant, down 20.7% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
139
covered participants
$300,814
avg assets per participant
-20.7%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
139
State
Industry
Manufacturing

What the Filing Says About Heidenhain Corporation 401(k) Savings Plan

Heidenhain Corporation 401(k) Savings Plan is a 401(k) retirement plan sponsored by Heidenhain Corporation, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 139 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 362584485, and the plan has been effective since 1991-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2022 to $42M at year-end — a decline of 20.7%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-10,931,035 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-10,931,035
Plan Type401(k)
Employer EIN362584485
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heidenhain Corporation)

Year Plans Participants Total Assets
2022 1 139 $42M
2023 1 143 $46M
2024 1 148 $48M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Heidenhain Corporation 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Heidenhain Corporation 401(k) Savings Plan holds $42M in total assets with 139 participants. It is sponsored by Heidenhain Corporation.
What type of plan is Heidenhain Corporation 401(k) Savings Plan?
Heidenhain Corporation 401(k) Savings Plan is a 401(k) plan. It has been effective since 1991-04-01. The plan is filed with the U.S. Department of Labor under EIN 362584485.
Who sponsors the Heidenhain Corporation 401(k) Savings Plan?
Heidenhain Corporation 401(k) Savings Plan is sponsored by Heidenhain Corporation, located in Illinois. The sponsor's EIN is 362584485 and the plan operates in the Manufacturing industry.
How did Heidenhain Corporation 401(k) Savings Plan perform in 2022?
Heidenhain Corporation 401(k) Savings Plan declined by 20.7% during 2022, moving from $53M to $42M in total assets. Net income was $-10,931,035.
Where can I find official filings for Heidenhain Corporation 401(k) Savings Plan?
Official Form 5500 filings for Heidenhain Corporation 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362584485 or plan name at efast.dol.gov.
How does Heidenhain Corporation 401(k) Savings Plan compare to other plans?
You can compare Heidenhain Corporation 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362584485.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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