401(k) · DOL Form 5500 · 2022

Heattek, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
84
Participants Small participant base
63rd
Percentile by assets National rank
$106,514
Avg per participant Below avg balance/head
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Official DOL plan name: Heattek, Inc. Savings and Retirement Plan · Sponsored by Heattek, Inc. · Wisconsin · Manufacturing

$9M in assets, 84 participants

Heattek, Inc.'s Heattek, Inc. Savings and Retirement Plan reported $9M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #10,141 in Manufacturing (20,602 peers)

Heattek, Inc. multi-year trail

Heattek, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Heattek, Inc. Savings and Retirement Plan at $9M / 84 participants.

#10,141
in Manufacturing (20,602 peers)
-17.2%
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.

Heattek, Inc. Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Heattek, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$8,947,167 Top 37% higher than 63% 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

Heattek, Inc. Savings and Retirement 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. Heattek, Inc. Savings and Retirement Plan is a small filing (84 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 392031247 · Heattek, Inc. PY 2022 · 401(k)

Heattek, Inc. Savings and Retirement Plan · $9M · 84 · 63rd

  • 5500 $9M
  • ASSETS 84
  • PCT 63rd
  • EIN 401(k)
  • RANK near First Montgomery Payroll Inc 401(k) Plan
  • PHOTO ind #10141

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 Manufacturing retirement plans → · Plans in Wisconsin →

Heattek, Inc. Savings and Retirement Plan in the asset neighbourhood

Heattek, Inc. Savings and Retirement PlanHeattek, Inc. Savings and Re…$9MFirst Montgomery Payroll Inc 401(k) PlanFirst Montgomery Payroll Inc…$9MHydrometrics, Inc. 401(k) PlanHydrometrics, Inc. 401(k) Pl…$9MP.W. Stephens Environmental, Inc. 401(k) PlanP.W. Stephens Environmental,…$9MHenkle-Schueler & Associates, Inc. Profit Sharing PlanHenkle-Schueler & Associates…$9M
End-of-year total assets ($M) among Heattek, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heattek, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heattek, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.88553058191492% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.95M $11.7M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 80 $10M
2024 1 80 $12M

Heattek, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN392031247
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Heattek, Inc. Savings and Retirement Plan, Total assets ($B): 0.008947167 · Participants: 84Heattek, Inc. Savings and Retirement 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
Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Heattek, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is First Montgomery Payroll Inc 401(k) Plan in NJ ($9M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Heattek, Inc. Savings and Retirement Plan assets move in 2022?
Heattek, Inc. Savings and Retirement Plan declined sharply - down 17.2% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Heattek, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Heattek, Inc.'s sponsor-wide assets grew 30.9%, from $9M to $12M.
Which 401(k) plans are similar in size to Heattek, Inc. Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is First Montgomery Payroll Inc 401(k) Plan in NJ ($9M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Heattek, Inc. Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants, N/A in assets).