401(k) · DOL Form 5500 · 2022

Heineken USA, Inc. 401(k) Plan

Data updated 2026-08-11

$143M
Total assets
460
Participants
94th
Percentile by assets
$310,617
Avg per participant
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Official DOL plan name: Heineken USA Savings and Retirement Plan · Sponsored by Heineken USA, Inc. · New York · Wholesale Trade

$143M in assets, 460 participants

Heineken USA, Inc.'s Heineken USA Savings and Retirement Plan reported $143M in total assets and 460 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #6,556 in Wholesale Trade (6,843 peers)

Where Heineken USA Savings and Retirement Plan sits by assets

Heineken USA Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $143M for 460 participants (~$310,617/participant), down 20.7% in 2022.

$143M
total plan assets (2022 EOY)
460
covered participants
94th
percentile by assets (of 139,126 plans)
$310,617
avg assets per participant

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Heineken USA Savings and Retirement Plan sits by total assets

Heineken USA Savings and Retirement Plan vs every filed plan by assets

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

$142,883,787 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Heineken USA Savings and Retirement Plan vs the 2022 asset distribution

By assets, Heineken USA Savings and Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$143M
Net Income-$37M
Employer EIN131539933
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heineken USA, Inc.)

$120M$140M$160M$180M$200M$220M 202220232024 $143M $209M ▲ +46.1%
Total plan assets by year, all Heineken USA, Inc. plans on file
Year Plans Participants Total Assets
2022 1 460 $143M
2023 1 434 $181M
2024 1 438 $209M

Nearby 401(k) Plans in New York

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

Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heineken USA Savings…, Total assets ($B): 0.142883787 · Participants: 460Heineken USA Savings…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heineken USA Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Heineken USA Savings and Retirement Plan assets move in 2022?
Heineken USA Savings and Retirement Plan declined sharply - down 20.7% during 2022, from $180M to $143M. Reported net income was -$37M.
How have Heineken USA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Heineken USA, Inc.'s sponsor-wide assets grew 46.1%, from $143M to $209M.
Where does Heineken USA Savings and Retirement Plan rank by assets among Form 5500 filers?
Heineken USA Savings and Retirement Plan ranks in the 94th 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 Heineken USA Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Floyd Healthcare Management, Inc. 401(k) Retirement Plan in GA ($143M, 3,350 participants).

Next read for Heineken USA Savings and Retirement Plan

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