401(k) · DOL Form 5500 · 2023
Heinlein Commercial Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $60K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $10,046
- Avg per participant Low balance/head
Official DOL plan name: Heinlein Commercial Investments, Inc. 401(k) Plan · Sponsored by Heinlein Commercial Investments, Inc. · Ohio · Manufacturing
$60K in assets, 6 participants
Heinlein Commercial Investments, Inc.'s Heinlein Commercial Investments, Inc. 401(k) Plan reported $60K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #330 in Manufacturing (18,722 peers)
What the 2023 filing shows
Heinlein Commercial Investments, Inc. 401(k) Plan holds $60K for 6 participants - about $10,046 per participant, among the smaller plans by assets on file.
- #330
- in Manufacturing (18,722 peers)
- -0.3%
- assets change YoY
The plan reported a net loss of $164 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heinlein Commercial Investments, Inc. 401(k) Plan among the smaller filed plans by assets
Heinlein Commercial Investments, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,275 4th percentile higher than 4% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heinlein Commercial Investments, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heinlein Commercial Investments, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heinlein Commercial Investments, Inc. 401(k) Plan reported net income rose from -$33K in the plan year 2022 filing to -$164 in the plan year 2023 filing.
- Heinlein Commercial Investments, Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
DOL schedule card
Filing strip 473249386 · Heinlein Commercial Investments, Inc. PY 2023 · 401(k)
Heinlein Commercial Investments, Inc. 401(k) Plan · $60K · 6 · 4th
- PART $60K
- PART 6
- PART 4th
- PART 401(k)
- PART near The Bass Corp. 401(k) Plan
- PART ind #330
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 Ohio →
Heinlein Commercial Investments, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $60K |
|---|---|
| Net Assets (End of Year) | $60K |
| Net Income | -$164 |
| Employer EIN | 473249386 |
| Plan Effective Date | 2015-02-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heinlein Commercial Investments, Inc.)
Sponsor-wide plan assets over time
All Heinlein Commercial Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $60K |
| 2023 | 1 | 6 | $60K |
| 2024 | 1 | 6 | N/A |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Heinlein Commercial Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Bass Corp. 401(k) Plan in NJ ($60K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.