401(k) · DOL Form 5500 · 2023

Heraeus Incorporated 401(k) Plan

Data updated 2026-08-25

$292M
Total assets Near avg plan size
1,929
Participants Near avg headcount
96th
Percentile by assets National rank
$151,151
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heraeus Incorporated 401(k) Retirement Plan · Sponsored by Heraeus Incorporated · Pennsylvania · Manufacturing

$292M in assets, 1,929 participants

Heraeus Incorporated's Heraeus Incorporated 401(k) Retirement Plan reported $292M in total assets and 1,929 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,541 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Heraeus Incorporated 401(k) Retirement Plan covers 1,929 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $292M.

#17,541
in Manufacturing (18,722 peers)
+20.0%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Heraeus Incorporated 401(k) Retirement Plan's outsized position by total assets

Heraeus Incorporated 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$291,570,484 Top 4% higher than 96% of 127,068 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 2023

Heraeus Incorporated 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heraeus Incorporated 401(k) Retirement Plan lands in the large band (1,929 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heraeus Incorporated 401(k) Retirement Plan reported net income rose from -$41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Heraeus Incorporated 401(k) Retirement Plan end-of-year assets rose from $243M in the plan year 2022 filing to $292M in the plan year 2023 filing.
  • Heraeus Incorporated 401(k) Retirement Plan reported participants rose from 1,745 in the plan year 2022 filing to 1,929 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222209713 · Heraeus Incorporated PY 2023 · 401(k)

Heraeus Incorporated 401(k) Retirement Plan · $292M · 1,929 · 96th

  • ASSETS $292M
  • PCT 1,929
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Sunrun Inc. 401(k) Plan
  • IND ind #17541

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 Pennsylvania →

Heraeus Incorporated 401(k) Retirement Plan in the asset neighbourhood

Arbella 401(k) Savings Plan$292MMovement Mortgage 401(k) Plan$292MSunrun Inc. 401(k) Plan$292MHeraeus Incorporated 401(k) Retirement PlanHeraeus Incorporated 401(k) …$292MHearthside Food Solutions 401(k) PlanHearthside Food Solutions 40…$292M
End-of-year total assets ($M) among Heraeus Incorporated 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$243M
Net Assets (End of Year)$292M
Net Income$49M
Employer EIN222209713
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heraeus Incorporated)

Sponsor-wide plan assets over time

All Heraeus Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$319M 31.241218932074638% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $243M $319M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 1,745 $243M
2023 1 1,929 $292M
2024 1 1,974 $319M

Nearby 401(k) Plans in Pennsylvania

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

Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Heraeus Incorporated 401(k) Retirement Plan, Total assets ($B): 0.291570484 · Participants: 1929Heraeus Incorporated 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heraeus Incorporated 401(k) Retirement Plan side-by-side with 3 peers →

Heraeus Incorporated 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sunrun Inc. 401(k) Plan in CA ($292M); by covered participants it is Nch Corporation Retirement Savings Plan in TX (1,929 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($292M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,929 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heraeus Incorporated 401(k) Retirement Plan assets move in 2023? ▼
Heraeus Incorporated 401(k) Retirement Plan grew sharply - up 20.0% during 2023, from $243M to $292M. Reported net income was $49M.
How have Heraeus Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heraeus Incorporated's sponsor-wide assets grew 31.2%, from $243M to $319M.
Where does Heraeus Incorporated 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heraeus Incorporated 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heraeus Incorporated 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrun Inc. 401(k) Plan in CA ($292M, 10,027 participants).
Which 401(k) plans cover a similar participant headcount to Heraeus Incorporated 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nch Corporation Retirement Savings Plan in TX (1,929 participants, $323M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222209713.

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.