401(k) · DOL Form 5500 · 2022

Heely-Brown Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
125
Participants Small participant base
63rd
Percentile by assets National rank
$71,206
Avg per participant Below avg balance/head
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Official DOL plan name: Heely-Brown Company, Inc. 401(k) Plan · Sponsored by Heely-Brown Company, Inc. · Georgia · Wholesale Trade

$9M in assets, 125 participants

Heely-Brown Company, Inc.'s Heely-Brown Company, Inc. 401(k) Plan reported $9M in total assets and 125 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.

  • #3,707 in Wholesale Trade (6,843 peers)

Coverage in Georgia

Heely-Brown Company, Inc. 401(k) Plan covers 125 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#3,707
in Wholesale Trade (6,843 peers)
-26.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heely-Brown Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Heely-Brown Company, Inc. 401(k) Plan vs every filed plan by assets

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

$8,900,767 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

Heely-Brown Company, Inc. 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. Heely-Brown Company, Inc. 401(k) Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 580534179 · Heely-Brown Company, Inc. PY 2022 · 401(k)

Heely-Brown Company, Inc. 401(k) Plan · $9M · 125 · 63rd

  • IND $9M
  • EOY 125
  • 5500 63rd
  • ASSETS 401(k)
  • PCT near Awg-Nebraska Collective Bargaining Unit 401(k) Plan
  • EIN ind #3707

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 Georgia →

Heely-Brown Company, Inc. 401(k) Plan in the asset neighbourhood

Heely-Brown Company, Inc. 401(k) PlanHeely-Brown Company, Inc. 40…$9MAwg-Nebraska Collective Bargaining Unit 401(k) PlanAwg-Nebraska Collective Barg…$9MNeo Philanthropy, Inc. 401(k) PlanNeo Philanthropy, Inc. 401(k…$9MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$9MJournal Graphics, Inc. 401(k) PlanJournal Graphics, Inc. 401(k…$9M
End-of-year total assets ($M) among Heely-Brown Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN580534179
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heely-Brown Company, Inc.)

Sponsor-wide plan assets over time

All Heely-Brown Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.50664835963013% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.9M $11M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 125 $9M
2023 1 128 $10M
2024 1 130 $11M

Nearby 401(k) Plans in Georgia

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

Heely-Brown Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Heely-Brown Company, Inc. 401(k) Plan, Total assets ($B): 0.008900767 · Participants: 125Heely-Brown Company, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Heely-Brown Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heely-Brown Company, Inc. 401(k) Plan side-by-side with 3 peers →

Heely-Brown Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Awg-Nebraska Collective Bargaining Unit 401(k) Plan in KS ($9M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Heely-Brown Company, Inc. 401(k) Plan assets move in 2022? ▼
Heely-Brown Company, Inc. 401(k) Plan declined sharply - down 26.8% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Heely-Brown Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heely-Brown Company, Inc.'s sponsor-wide assets grew 23.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Heely-Brown Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Awg-Nebraska Collective Bargaining Unit 401(k) Plan in KS ($9M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Heely-Brown Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 580534179.

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.