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
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
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $5M |
| Employer EIN | 231265924 |
| Plan Effective Date | 1961-08-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
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).
- Incora Savings and Investment Plan (TX) $73M · 1,277
- Symrise Nutrition NA Retirement Plan (MO) $73M · 585
- Freed Maxick Cpas, P. C. 401(k) Plan (NY) $73M · 331
- Vista Equity Partners Management, LLC Retirement Plan (CA) $73M · 377
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Novidea Healthcare, Inc. Profit Sharing Plan and Trust (OH) 143 · 0 off
- Tdl Group, Inc. 401(k) Plan (IL) 143 · 0 off
- Plant Partners, Inc. 401(k) Plan (NC) 143 · 0 off
- Main Street Checks, Inc. 401(k) Profit Sharing Plan (AL) 143 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.