401(k) · DOL Form 5500 · 2023

Heattek, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
80
Participants Small participant base
59th
Percentile by assets National rank
$126,170
Avg per participant Near avg balance/head
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Official DOL plan name: Heattek, Inc. Savings and Retirement Plan · Sponsored by Heattek, Inc. · Wisconsin · Manufacturing

$10M in assets, 80 participants

Heattek, Inc.'s Heattek, Inc. Savings and Retirement Plan reported $10M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,435 in Manufacturing (18,722 peers)

Heattek, Inc. multi-year trail

Heattek, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Heattek, Inc. Savings and Retirement Plan at $10M / 80 participants.

#8,435
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY

Heattek, Inc. Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Heattek, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$10,093,606 Top 41% higher than 59% 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

Heattek, Inc. Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heattek, Inc. Savings and Retirement Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heattek, Inc. Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heattek, Inc. Savings and Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Heattek, Inc. Savings and Retirement Plan reported participants fell from 84 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 392031247 · Heattek, Inc. PY 2023 · 401(k)

Heattek, Inc. Savings and Retirement Plan · $10M · 80 · 59th

  • PCT $10M
  • PCT 80
  • PCT 59th
  • PCT 401(k)
  • PCT near Jes Tech 401(k) Plan
  • PCT ind #8435

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 Wisconsin →

Heattek, Inc. Savings and Retirement Plan in the asset neighbourhood

Heattek, Inc. Savings and Retirement PlanHeattek, Inc. Savings and Re…$10MJes Tech 401(k) Plan$10MFriends of Children of Mississippi, Inc. 401(k) Profit Sharing PlanFriends of Children of Missi…$10MDmhd Holdings, LLC 401(k) Plan & TrustDmhd Holdings, LLC 401(k) Pl…$10MBoxer Property 401(k) Plan$10M
End-of-year total assets ($M) among Heattek, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heattek, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heattek, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.88553058191492% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.95M $11.7M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 80 $10M
2024 1 80 $12M

Heattek, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN392031247
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heattek, Inc. Savings and Retirement Plan, Total assets ($B): 0.010093606 · Participants: 80Heattek, Inc. Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heattek, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Heattek, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jes Tech 401(k) Plan in TX ($10M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Heattek, Inc. Savings and Retirement Plan assets move in 2023? ▼
Heattek, Inc. Savings and Retirement Plan grew at a solid clip - up 12.8% during 2023, from $9M to $10M. Reported net income was $1M.
How have Heattek, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heattek, Inc.'s sponsor-wide assets grew 30.9%, from $9M to $12M.
Which 401(k) plans are similar in size to Heattek, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jes Tech 401(k) Plan in TX ($10M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Heattek, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants, N/A 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 392031247.

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.