401(k) · DOL Form 5500 · 2022

Heffernan Insurance Brokers, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
527
Participants Below avg headcount
92nd
Percentile by assets National rank
$173,815
Avg per participant Above avg balance/head
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Official DOL plan name: Heffernan Insurance Brokers 401(k) Plan · Sponsored by Heffernan Insurance Brokers, Inc. · California · Finance & Insurance

$92M in assets, 527 participants

Heffernan Insurance Brokers, Inc.'s Heffernan Insurance Brokers 401(k) Plan reported $92M in total assets and 527 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,116 in Finance & Insurance (9,261 peers)

Where Heffernan Insurance Brokers 401(k) Plan sits by assets

Heffernan Insurance Brokers 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 527 participants (~$173,815/participant), down 13.0% in 2022.

#8,116
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heffernan Insurance Brokers 401(k) Plan's outsized position by total assets

Heffernan Insurance Brokers 401(k) Plan vs every filed plan by assets

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

$91,600,289 Top 8% higher than 92% 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

Heffernan Insurance Brokers 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. Heffernan Insurance Brokers 401(k) Plan sits mid-pack in the medium band (527 participants).

EBSA filing schedule strip

Filing strip 942506099 · Heffernan Insurance Brokers, Inc. PY 2022 · 401(k)

Heffernan Insurance Brokers 401(k) Plan · $92M · 527 · 92nd

  • EBSA $92M
  • PART 527
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Radial Retirement Savings Plan
  • VS-ST ind #8116

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 California →

Heffernan Insurance Brokers 401(k) Plan in the asset neighbourhood

Smart Choice Akorn, Inc. 401(k) Retirement PlanSmart Choice Akorn, Inc. 401…$92MCv Services Group 401(k) Retirement PlanCv Services Group 401(k) Ret…$92MHeffernan Insurance Brokers 401(k) PlanHeffernan Insurance Brokers …$92MRadial Retirement Savings PlanRadial Retirement Savings Pl…$92MLakeview Health 401(k) Plan$92M
End-of-year total assets ($M) among Heffernan Insurance Brokers 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)$105M
Net Assets (End of Year)$92M
Net Income-$15M
Employer EIN942506099
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heffernan Insurance Brokers, Inc.)

Sponsor-wide plan assets over time

All Heffernan Insurance Brokers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 41.60967658082389% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $91.6M $130M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 527 $92M
2023 1 610 $110M
2024 1 702 $130M

Nearby 401(k) Plans in California

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

Heffernan Insurance Brokers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heffernan Insurance Brokers 401(k) Plan, Total assets ($B): 0.091600289 · Participants: 527Heffernan Insurance Brokers 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
Heffernan Insurance Brokers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heffernan Insurance Brokers 401(k) Plan side-by-side with 3 peers →

Heffernan Insurance Brokers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Radial Retirement Savings Plan in PA ($92M); by covered participants it is Emco Chemical Distributors, Inc. 401(k) Profit Sharing Plan in WI (527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Heffernan Insurance Brokers 401(k) Plan assets move in 2022? ▼
Heffernan Insurance Brokers 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $105M to $92M. Reported net income was -$15M.
How have Heffernan Insurance Brokers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heffernan Insurance Brokers, Inc.'s sponsor-wide assets grew 41.6%, from $92M to $130M.
Where does Heffernan Insurance Brokers 401(k) Plan rank by assets among Form 5500 filers? ▼
Heffernan Insurance Brokers 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heffernan Insurance Brokers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radial Retirement Savings Plan in PA ($92M, 4,540 participants).
Which 401(k) plans cover a similar participant headcount to Heffernan Insurance Brokers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emco Chemical Distributors, Inc. 401(k) Profit Sharing Plan in WI (527 participants, $55M 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 942506099.

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.