401(k) · DOL Form 5500 · 2023
Heraeus Incorporated 401(k) Plan
Data updated 2026-08-11
- $292M
- Total assets
- 1,929
- Participants
- 96th
- Percentile by assets
- $151,151
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $292M
- total plan assets (2023 EOY)
- 1,929
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $151,151
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Heraeus Incorporated 401(k) Retirement Plan reports 1,929 participants - 2.3x that state average ($292M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | $49M |
| Employer EIN | 222209713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heraeus Incorporated)
| 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
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heraeus Incorporated 401(k) Retirement Plan by total assets, not by location.
- Sunrun Inc. 401(k) Plan (CA) $292M · 10,027
- Hearthside Food Solutions 401(k) Plan (IL) $292M · 6,937
- Movement Mortgage 401(k) Plan (SC) $292M · 4,510
- Arbella 401(k) Savings Plan (MA) $292M · 1,021
Frequently Asked Questions
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Filing takeaways
Ways to act on Heraeus Incorporated 401(k) Retirement Plan's numbers.
- By total assets, Heraeus Incorporated 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Heraeus Incorporated's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Manufacturing plans