401(k) · DOL Form 5500 · 2022

Edwin L. Heim Company 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
143
Participants Small participant base
91st
Percentile by assets National rank
$510,308
Avg per participant High balance/head
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Official DOL plan name: Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan · Sponsored by Edwin L. Heim Company · Pennsylvania · Construction

$73M in assets, 143 participants

Edwin L. Heim Company's Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan reported $73M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,876 in Construction (9,927 peers)

Coverage in Pennsylvania

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan covers 143 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $73M.

#8,876
in Construction (9,927 peers)
+7.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan's outsized position by total assets

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

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

$72,973,996 Top 9% higher than 91% 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

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership 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. Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 231265924 · Edwin L. Heim Company PY 2022 · 401(k)

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan · $73M · 143 · 91st

  • BOOK $73M
  • BOOK 143
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Incora Savings and Investment Plan
  • BOOK ind #8876

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 Construction retirement plans → · Plans in Pennsylvania →

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan in the asset neighbourhood

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership PlanEdwin L Heim Co 401(k) Profi…$73MIncora Savings and Investment PlanIncora Savings and Investmen…$73MSymrise Nutrition NA Retirement PlanSymrise Nutrition NA Retirem…$73MFreed Maxick Cpas, P. C. 401(k) PlanFreed Maxick Cpas, P. C. 401…$73MVista Equity Partners Management, LLC Retirement PlanVista Equity Partners Manage…$73M
End-of-year total assets ($M) among Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$73M
Net Income$5M
Employer EIN231265924
Plan Effective Date1961-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edwin L. Heim Company)

Sponsor-wide plan assets over time

All Edwin L. Heim Company plans reported in each filing year

Latest sponsor-wide plan assets
$88M 20.89827587350431% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $73M $88.2M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 143 $73M
2023 1 162 $83M
2024 1 160 $88M

Nearby 401(k) Plans in Pennsylvania

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

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan, Total assets ($B): 0.072973996 · Participants: 143Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Incora Savings and Investment Plan in TX ($73M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan assets move in 2022?
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan grew at a solid clip - up 7.7% during 2022, from $68M to $73M. Reported net income was $5M.
How have Edwin L. Heim Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Edwin L. Heim Company's sponsor-wide assets grew 20.9%, from $73M to $88M.
Where does Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan ranks in the 91st 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 Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by assets is Incora Savings and Investment Plan in TX ($73M, 1,277 participants).
Which 401(k) plans cover a similar participant headcount to Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants, N/A in assets).