401(k) · DOL Form 5500 · 2023
Heico Corporation 401(k) Plan
Data updated 2026-08-25
- $843M
- Total assets Above avg plan size
- 5,127
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $164,356
- Avg per participant Above avg balance/head
Official DOL plan name: Heico Savings and Investment Plan · Sponsored by Heico Corporation · Florida · Manufacturing
$843M in assets, 5,127 participants
Heico Corporation's Heico Savings and Investment Plan reported $843M in total assets and 5,127 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,190 in Manufacturing (18,722 peers)
Coverage in Florida
Heico Savings and Investment Plan covers 5,127 participants in Florida, 8.2x the typical Florida plan (state average ~628 per filing). Assets: $843M.
- #18,190
- in Manufacturing (18,722 peers)
- +20.2%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
Heico Savings and Investment Plan's outsized position by total assets
Heico Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$842,654,171 Top 2% higher than 98% 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
Heico Savings and Investment 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. Heico Savings and Investment Plan lands in the large band (5,127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heico Savings and Investment Plan reported net income rose from -$41M in the plan year 2022 filing to $142M in the plan year 2023 filing.
- Heico Savings and Investment Plan reported participants rose from 4,151 in the plan year 2022 filing to 5,127 in the plan year 2023 filing.
- Heico Savings and Investment Plan end-of-year assets rose from $701M in the plan year 2022 filing to $843M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 650341002 · Heico Corporation PY 2023 · 401(k)
Heico Savings and Investment Plan · $843M · 5,127 · 98th
- RANK $843M
- RANK 5,127
- RANK 98th
- RANK 401(k)
- RANK near Schlage Lock Company LLC Employee Savings Plan
- RANK ind #18190
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 Florida →
Heico Savings and Investment Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $701M |
|---|---|
| Net Assets (End of Year) | $843M |
| Net Income | $142M |
| Employer EIN | 650341002 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heico Corporation)
Sponsor-wide plan assets over time
All Heico Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 44.91932193654624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,151 | $701M |
| 2023 | 1 | 5,127 | $843M |
| 2024 | 1 | 6,503 | $1.0B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Heico Savings and Investment Plan
Heico Savings and Investment Plan reports $843M in end-of-year assets across 5,127 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $164,356 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $142M.
This plan identity (EIN 650341002, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $701M to $1.0B (+44.9%) while covered participants moved from 4,151 to 6,503 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,151 | $701M | Open filing |
| 2023 | 5,127 | $843M | This page |
| 2024 · index core | 6,503 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Heico Savings and Investment Plan (401(k), $1.0B, 6,503 participants)
Heico Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Schlage Lock Company LLC Employee Savings Plan in IN ($842M); by covered participants it is Shi International Corp 401(k) Savings Plan in NJ (5,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($843M here).
- Schlage Lock Company LLC Employee Savings Plan (IN) $842M · 5,074
- Brookhaven Science Associates, LLC 401(k) Plan (NY) $843M · 2,131
- Radiology Partners, Inc. Partner Plan (CA) $843M · 1,526
- Amerihealth Caritas 401(k) Plan (PA) $841M · 8,680
Similar participant headcount
Nearest other-state filings by covered participants (5,127 participants); asset peers above are excluded.
- Shi International Corp 401(k) Savings Plan (NJ) 5,126 · 1 off
- Privia Retirement Plan (VA) 5,125 · 2 off
- Viasat, Inc. 401(k) Profit Sharing Plan (CA) 5,130 · 3 off
- Synovus 401(k) Savings Plan (GA) 5,132 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.