401(k) · DOL Form 5500 · 2022
Heller Ford Sales, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $65,842
- Avg per participant Below avg balance/head
Official DOL plan name: Heller 401(k) Plan · Sponsored by Heller Ford Sales, Inc. · Illinois · Retail Trade
$12M in assets, 180 participants
Heller Ford Sales, Inc.'s Heller 401(k) Plan reported $12M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #7,506 in Retail Trade (9,519 peers)
Coverage in Illinois
Heller 401(k) Plan covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #7,506
- in Retail Trade (9,519 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heller 401(k) Plan's outsized position by total assets
Heller 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,851,613 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heller 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. Heller 401(k) Plan sits mid-pack in the medium band (180 participants).
Plan-year Form 5500 strip
Filing strip 371015200 · Heller Ford Sales, Inc. PY 2022 · 401(k)
Heller 401(k) Plan · $12M · 180 · 68th
- BOY $12M
- SCH 180
- EBSA 68th
- PART 401(k)
- TYPE near Shaft Drillers International, LLC 401(k) Profit Sharing Plan
- NET ind #7506
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 Retail Trade retirement plans → · Plans in Illinois →
Heller 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 371015200 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heller Ford Sales, Inc.)
Sponsor-wide plan assets over time
All Heller Ford Sales, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 51.98175134473257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $12M |
| 2023 | 1 | 193 | $15M |
| 2024 | 1 | 215 | $18M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Heller 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Shaft Drillers International, LLC 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Shaft Drillers International, LLC 401(k) Profit Sharing Plan (PA) $12M · 305
- Community Change Retirement Plan (DC) $12M · 111
- US Century Bank 401(k) Plan (FL) $12M · 181
- Carco Capital Corporation 401(k) Plan (AR) $12M · 143
Similar participant headcount
Nearest other-state filings by covered participants (180 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.