401(k) · DOL Form 5500 · 2022
Asphalt Materials, Inc. 401(k) Plan
Data updated 2026-08-25
- $552M
- Total assets Above avg plan size
- 3,366
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $164,122
- Avg per participant Above avg balance/head
Official DOL plan name: Heritage Group Retirement Savings Plan · Sponsored by Asphalt Materials, Inc. · Indiana · Manufacturing
$552M in assets, 3,366 participants
Asphalt Materials, Inc.'s Heritage Group Retirement Savings Plan reported $552M in total assets and 3,366 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,928 in Manufacturing (20,602 peers)
Coverage in Indiana
Heritage Group Retirement Savings Plan covers 3,366 participants in Indiana, 6.2x the typical Indiana plan (state average ~541 per filing). Assets: $552M.
- #19,928
- in Manufacturing (20,602 peers)
- -8.1%
- assets change YoY
- 5.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Group Retirement Savings Plan's outsized position by total assets
Heritage Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$552,433,143 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage Group Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Group Retirement Savings Plan lands in the large band (3,366 participants).
EBSA filing schedule strip
Filing strip 351002095 · Asphalt Materials, Inc. PY 2022 · 401(k)
Heritage Group Retirement Savings Plan · $552M · 3,366 · 98th
- RANK $552M
- RANK 3,366
- RANK 98th
- RANK 401(k)
- RANK near Serco Inc. 401(k) Retirement Plan
- RANK ind #19928
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 Indiana →
Heritage Group Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $601M |
|---|---|
| Net Assets (End of Year) | $552M |
| Net Income | -$82M |
| Employer EIN | 351002095 |
| Plan Effective Date | 1978-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asphalt Materials, Inc.)
Sponsor-wide plan assets over time
All Asphalt Materials, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $557M 0.7835038601223098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,366 | $552M |
| 2023 | 1 | 3,568 | $665M |
| 2024 | 1 | 3,856 | $557M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Heritage Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Serco Inc. 401(k) Retirement Plan in VA ($552M); by covered participants it is Bio-Rad Laboratories, Inc. 401(k) Profit Sharing Plan in CA (3,366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($552M here).
- Serco Inc. 401(k) Retirement Plan (VA) $552M · 7,889
- Waste Connections, Inc. 401(k) Profit Sharing Plan (TX) $552M · 14,346
- Erm - US Salary Deferral Plan (PA) $553M · 2,074
- Manpowergroup 401(k) Savings Plan (WI) $553M · 80,183
Similar participant headcount
Nearest other-state filings by covered participants (3,366 participants); asset peers above are excluded.
- Bio-Rad Laboratories, Inc. 401(k) Profit Sharing Plan (CA) 3,366 · 0 off
- Wolfspeed, Inc. 401(k) Plan (NC) 3,365 · 1 off
- Bw Gas & Convenience Holdings, LLC 401(k) Plan (TX) 3,364 · 2 off
- Plexus Corp. 401(k) Retirement Plan (WI) 3,363 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.