401(k) · DOL Form 5500 · 2022

Headwater Companies, LLC 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
868
Participants
87th
Percentile by assets
$50,912
Avg per participant
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Official DOL plan name: Headwater Companies, LLC 401(k) Plan · Sponsored by Headwater Companies, LLC · Indiana · Manufacturing

$44M in assets, 868 participants

Headwater Companies, LLC's Headwater Companies, LLC 401(k) Plan reported $44M in total assets and 868 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #16,662 in Manufacturing (20,602 peers)

Where Headwater Companies, LLC 401(k) Plan sits by assets

Headwater Companies, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 868 participants (~$50,912/participant), up 11.5% in 2022.

$44M
total plan assets (2022 EOY)
868
covered participants
87th
percentile by assets (of 139,126 plans)
$50,912
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Headwater Companies, LLC 401(k) Plan sits by total assets

Headwater Companies, LLC 401(k) Plan vs every filed plan by assets

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

$44,191,812 Top 13% higher than 87% 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
Indiana
Industry
Manufacturing

Headwater Companies, LLC 401(k) Plan vs the 2022 asset distribution

By assets, Headwater Companies, LLC 401(k) Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income-$7M
Employer EIN200319914
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Headwater Companies, LLC)

$40M$45M$50M$55M$60M$65M 202220232024 $44.2M $60.8M ▲ +37.7%
Total plan assets by year, all Headwater Companies, LLC plans on file
Year Plans Participants Total Assets
2022 1 868 $44M
2023 1 904 $54M
2024 1 939 $61M

Nearby 401(k) Plans in Indiana

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

Headwater Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Headwater Companies,…, Total assets ($B): 0.044191812 · Participants: 868Headwater Companies,…Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Headwater Companies, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Headwater Companies, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Headwater Companies, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Headwater Companies, LLC 401(k) Plan assets move in 2022? ▼
Headwater Companies, LLC 401(k) Plan grew at a solid clip - up 11.5% during 2022, from $40M to $44M. Reported net income was -$7M.
How have Headwater Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Headwater Companies, LLC's sponsor-wide assets grew 37.6%, from $44M to $61M.
Where does Headwater Companies, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Headwater Companies, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Headwater Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naviga Inc. 401(k) Plan in MN ($44M, 162 participants).

Next read for Headwater Companies, LLC 401(k) Plan

Scale reading

Ways to act on Headwater Companies, LLC 401(k) Plan's numbers.

  • By total assets, Headwater Companies, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
  • Headwater Companies, LLC's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Manufacturing plans

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 200319914.

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.