401(k) · DOL Form 5500 · 2022

Heineken USA, Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
460
Participants Below avg headcount
94th
Percentile by assets National rank
$310,617
Avg per participant High balance/head
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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.

  • #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.

#6,556
in Wholesale Trade (6,843 peers)
-20.7%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

Heineken USA Savings and Retirement Plan's outsized position 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 $2,050,000,000 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

Heineken USA Savings and Retirement 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. Heineken USA Savings and Retirement Plan sits mid-pack in the medium band (460 participants).

EBSA filing schedule strip

Filing strip 131539933 · Heineken USA, Inc. PY 2022 · 401(k)

Heineken USA Savings and Retirement Plan · $143M · 460 · 94th

  • ASSETS $143M
  • ASSETS 460
  • ASSETS 94th
  • ASSETS 401(k)
  • ASSETS near Floyd Healthcare Management, Inc. 401(k) Retirement Plan
  • ASSETS ind #6556

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 Wholesale Trade retirement plans → · Plans in New York →

Heineken USA Savings and Retirement Plan in the asset neighbourhood

Basic Retirement Savings Plan$143MFloyd Healthcare Management, Inc. 401(k) Retirement PlanFloyd Healthcare Management,…$143MHeineken USA Savings and Retirement PlanHeineken USA Savings and Ret…$143MAssociated Materials, LLC 401(k) Retirement PlanAssociated Materials, LLC 40…$143MInvacare Retirement Savings PlanInvacare Retirement Savings …$143M
End-of-year total assets ($M) among Heineken USA Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Heineken USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 46.14015444593444% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $143M $209M ▲ +46.1%
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 ($B) Participants Heineken USA Savings and Retirement Plan, Total assets ($B): 0.142883787 · Participants: 460Heineken USA Savings and Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heineken USA Savings and Retirement Plan side-by-side with 3 peers →

Heineken USA Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Floyd Healthcare Management, Inc. 401(k) Retirement Plan in GA ($143M); by covered participants it is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (460 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 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).
Which 401(k) plans cover a similar participant headcount to Heineken USA Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants, $30M 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 131539933.

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.