401(k) · DOL Form 5500 · 2023

J.D. Heiskell Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
604
Participants Below avg headcount
88th
Percentile by assets National rank
$105,489
Avg per participant Below avg balance/head
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Official DOL plan name: J.D. Heiskell Holdings, LLC 401(k) Plan · Sponsored by J.D. Heiskell Holdings, LLC · California · Manufacturing

$64M in assets, 604 participants

J.D. Heiskell Holdings, LLC's J.D. Heiskell Holdings, LLC 401(k) Plan reported $64M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,368 in Manufacturing (18,722 peers)

Where J.D. Heiskell Holdings, LLC 401(k) Plan sits by assets

J.D. Heiskell Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 604 participants (~$105,489/participant), up 10.9% in 2023.

#15,368
in Manufacturing (18,722 peers)
+10.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

J.D. Heiskell Holdings, LLC 401(k) Plan's outsized position by total assets

J.D. Heiskell Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$63,715,107 Top 12% higher than 88% 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

J.D. Heiskell Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.D. Heiskell Holdings, LLC 401(k) Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.D. Heiskell Holdings, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • J.D. Heiskell Holdings, LLC 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • J.D. Heiskell Holdings, LLC 401(k) Plan reported participants fell from 611 in the plan year 2022 filing to 604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770543702 · J.D. Heiskell Holdings, LLC PY 2023 · 401(k)

J.D. Heiskell Holdings, LLC 401(k) Plan · $64M · 604 · 88th

  • NET $64M
  • NET 604
  • NET 88th
  • NET 401(k)
  • NET near Big Rivers Electric Corporation Salaried Employees' Retirement Savings Plan
  • NET ind #15368

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 California →

J.D. Heiskell Holdings, LLC 401(k) Plan in the asset neighbourhood

Mark G. Anderson Consultants, Inc. 401(k) Profit Sharing PlanMark G. Anderson Consultants…$64MJ.D. Heiskell Holdings, LLC 401(k) PlanJ.D. Heiskell Holdings, LLC …$64MBig Rivers Electric Corporation Salaried Employees' Retirement Savings PlanBig Rivers Electric Corporat…$64MMedela LLC 401(k) Savings PlanMedela LLC 401(k) Savings Pl…$64MLc Industries Surplus Sharing & 401(k) PlanLc Industries Surplus Sharin…$64M
End-of-year total assets ($M) among J.D. Heiskell Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$6M
Employer EIN770543702
Plan Effective Date1974-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (J.D. Heiskell Holdings, LLC)

Sponsor-wide plan assets over time

All J.D. Heiskell Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 29.692883594423037% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.4M $74.5M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 611 $57M
2023 1 604 $64M
2024 1 560 $74M

Nearby 401(k) Plans in California

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

J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J.D. Heiskell Holdings, LLC 401(k) Plan, Total assets ($B): 0.063715107 · Participants: 604J.D. Heiskell Holdings, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.D. Heiskell Holdings, LLC 401(k) Plan side-by-side with 3 peers →

J.D. Heiskell Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Big Rivers Electric Corporation Salaried Employees' Retirement Savings Plan in KY ($64M); by covered participants it is Cms Operations, LLC 401(k) Plan in MO (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 J.D. Heiskell Holdings, LLC 401(k) Plan assets move in 2023? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $57M to $64M. Reported net income was $6M.
How have J.D. Heiskell Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.D. Heiskell Holdings, LLC's sponsor-wide assets grew 29.7%, from $57M to $74M.
Where does J.D. Heiskell Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Rivers Electric Corporation Salaried Employees' Retirement Savings Plan in KY ($64M, 142 participants).
Which 401(k) plans cover a similar participant headcount to J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Operations, LLC 401(k) Plan in MO (604 participants, $13M 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 770543702.

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.