401(k) · DOL Form 5500 · 2022

Hef-USA, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
228
Participants Below avg headcount
67th
Percentile by assets National rank
$47,854
Avg per participant Low balance/head
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Official DOL plan name: Hef-USA, Inc 401(k) Plan · Sponsored by Hef-USA, Inc. · Ohio · Transportation & Warehousing

$11M in assets, 228 participants

Hef-USA, Inc.'s Hef-USA, Inc 401(k) Plan reported $11M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,673 in Transportation & Warehousing (3,876 peers)

Coverage in Ohio

Hef-USA, Inc 401(k) Plan covers 228 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#2,673
in Transportation & Warehousing (3,876 peers)
+640.6%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hef-USA, Inc 401(k) Plan's outsized position by total assets

Hef-USA, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,910,696 Top 33% higher than 67% of 139,123 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 2022

Hef-USA, Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hef-USA, Inc 401(k) Plan sits mid-pack in the medium band (228 participants).

Form 5500 schedule snapshot

Filing strip 311370673 · Hef-USA, Inc. PY 2022 · 401(k)

Hef-USA, Inc 401(k) Plan · $11M · 228 · 67th

  • PART $11M
  • PART 228
  • PART 67th
  • PART 401(k)
  • PART near Pmg US Group Savings and Retirement Plan
  • PART ind #2673

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Hef-USA, Inc 401(k) Plan in the asset neighbourhood

Hef-USA, Inc 401(k) Plan$11MPmg US Group Savings and Retirement PlanPmg US Group Savings and Ret…$11MCentral Maintenance & Welding, Inc. 401(k) Profit Sharing PlanCentral Maintenance & Weldin…$11MVienna Beef Ltd. 401(k) Profit Sharing PlanVienna Beef Ltd. 401(k) Prof…$11MMatrix Design Group 401(k) PlanMatrix Design Group 401(k) P…$11M
End-of-year total assets ($M) among Hef-USA, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN311370673
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hef-USA, Inc.)

Sponsor-wide plan assets over time

All Hef-USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 36.285796983070554% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.9M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 228 $11M
2023 1 358 $13M
2024 1 408 $15M

Nearby 401(k) Plans in Ohio

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

Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Hef-USA, Inc 401(k) Plan, Total assets ($B): 0.010910696 · Participants: 228Hef-USA, Inc 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Hef-USA, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pmg US Group Savings and Retirement Plan in IN ($11M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hef-USA, Inc 401(k) Plan assets move in 2022?
Hef-USA, Inc 401(k) Plan surged - up 640.6% during 2022, from $1M to $11M. Reported net income was -$1M.
How have Hef-USA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hef-USA, Inc.'s sponsor-wide assets grew 36.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Hef-USA, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pmg US Group Savings and Retirement Plan in IN ($11M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Hef-USA, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 participants, N/A in assets).