401(k) · DOL Form 5500 · 2023
Heico Corporation 401(k) Plan
Data updated 2026-08-11
- $843M
- Total assets
- 5,127
- Participants
- 98th
- Percentile by assets
- $164,356
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $843M
- total plan assets (2023 EOY)
- 5,127
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $164,356
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Heico Savings and Investment Plan reports 5,127 participants - 8.2x that state average ($843M EOY assets).
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)
| 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.
Heico Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heico Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Heico Savings and Investment Plan assets move in 2023? ▼
How have Heico Corporation plan assets changed over time? ▼
Where does Heico Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Heico Savings and Investment Plan? ▼
Next read for Heico Savings and Investment Plan
Filing takeaways
Ways to act on Heico Savings and Investment Plan's numbers.
- By total assets, Heico Savings and Investment 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 Florida. Compare plans
- Heico Corporation's sponsor-wide assets have grown 44.9% since 2022 across 3 plan years on file. More Manufacturing plans