401(k) · DOL Form 5500 · 2023

Heroux Corp. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
268
Participants Below avg headcount
76th
Percentile by assets National rank
$89,058
Avg per participant Below avg balance/head
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Official DOL plan name: Heroux Corp. 401(k) Retirement Plan · Sponsored by Heroux Corp. · Ohio · Manufacturing

$24M in assets, 268 participants

Heroux Corp.'s Heroux Corp. 401(k) Retirement Plan reported $24M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,435 in Manufacturing (18,722 peers)

Coverage in Ohio

Heroux Corp. 401(k) Retirement Plan covers 268 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#12,435
in Manufacturing (18,722 peers)
+18.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Heroux Corp. 401(k) Retirement Plan's outsized position by total assets

Heroux Corp. 401(k) Retirement Plan vs every filed plan by assets

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

$23,867,591 Top 24% higher than 76% 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

Heroux Corp. 401(k) Retirement 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. Heroux Corp. 401(k) Retirement Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heroux Corp. 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heroux Corp. 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Heroux Corp. 401(k) Retirement Plan reported participants fell from 272 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510304364 · Heroux Corp. PY 2023 · 401(k)

Heroux Corp. 401(k) Retirement Plan · $24M · 268 · 76th

  • PHOTO $24M
  • IND 268
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Computer Packages, Inc. 401(k) Plan & Trust
  • PCT ind #12435

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 Ohio →

Heroux Corp. 401(k) Retirement Plan in the asset neighbourhood

Heroux Corp. 401(k) Retirement PlanHeroux Corp. 401(k) Retireme…$24MComputer Packages, Inc. 401(k) Plan & TrustComputer Packages, Inc. 401(…$24MKiavi, Inc. Retirement Trust$24MScantibodies Laboratory, Inc 401(k) Profit Sharing PlanScantibodies Laboratory, Inc…$24MJordache Enterprises Inc. 401(k) PlanJordache Enterprises Inc. 40…$24M
End-of-year total assets ($M) among Heroux Corp. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN510304364
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heroux Corp.)

Sponsor-wide plan assets over time

All Heroux Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.27648749053426% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.7M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 272 $20M
2023 1 268 $24M
2024 1 293 $27M

Nearby 401(k) Plans in Ohio

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

Heroux Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Heroux Corp. 401(k) Retirement Plan, Total assets ($B): 0.023867591 · Participants: 268Heroux Corp. 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Heroux Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heroux Corp. 401(k) Retirement Plan side-by-side with 3 peers →

Heroux Corp. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Computer Packages, Inc. 401(k) Plan & Trust in MD ($24M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Heroux Corp. 401(k) Retirement Plan assets move in 2023? ▼
Heroux Corp. 401(k) Retirement Plan grew sharply - up 18.0% during 2023, from $20M to $24M. Reported net income was $4M.
How have Heroux Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heroux Corp.'s sponsor-wide assets grew 32.3%, from $20M to $27M.
Where does Heroux Corp. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heroux Corp. 401(k) Retirement Plan ranks in the 76th 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 Heroux Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Computer Packages, Inc. 401(k) Plan & Trust in MD ($24M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Heroux Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 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 510304364.

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.