401(k) · DOL Form 5500 · 2022

Heldenfels Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
101
Participants Small participant base
42nd
Percentile by assets National rank
$32,029
Avg per participant Low balance/head
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Official DOL plan name: Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Heldenfels Enterprises, Inc. · Texas · Manufacturing

$3M in assets, 101 participants

Heldenfels Enterprises, Inc.'s Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,170 in Manufacturing (20,602 peers)

Coverage in Texas

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#5,170
in Manufacturing (20,602 peers)
-35.9%
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.

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,234,888 42nd percentile higher than 42% 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

Heldenfels Enterprises, Inc. 401(k) Profit Sharing 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. Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

Form 5500 schedule snapshot

Filing strip 742750036 · Heldenfels Enterprises, Inc. PY 2022 · 401(k)

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan · $3M · 101 · 42nd

  • EBSA $3M
  • PART 101
  • TYPE 42nd
  • NET 401(k)
  • BOOK near Austin Engineering USA Services Employee 401(k)
  • VS-ST ind #5170

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 Texas →

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Austin Engineering USA Services Employee 401(k)Austin Engineering USA Servi…$3MHeldenfels Enterprises, Inc. 401(k) Profit Sharing PlanHeldenfels Enterprises, Inc.…$3MAaction Rents Profit Sharing PlanAaction Rents Profit Sharing…$3MSystechcorp Inc. 401(k) Plan$3MJacobson Holman PLLC/ 401(k) PlanJacobson Holman PLLC/ 401(k)…$3M
End-of-year total assets ($M) among Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN742750036
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heldenfels Enterprises, Inc.)

Sponsor-wide plan assets over time

All Heldenfels Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.30326985045541% vs 2022
2023 filing year
$3M$3.2M$3.4M$3.6M$3.8M 20222023 $3.23M $3.63M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 101 $3M
2023 1 79 $4M

Nearby 401(k) Plans in Texas

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

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003234888 · Participants: 101Heldenfels Enterprises, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Austin Engineering USA Services Employee 401(k) in WY ($3M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely - down 35.9% during 2022, from $5M to $3M. Reported net income was -$2M.
How have Heldenfels Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Heldenfels Enterprises, Inc.'s sponsor-wide assets grew 12.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Engineering USA Services Employee 401(k) in WY ($3M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Heldenfels Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A 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 742750036.

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.