401(k) · DOL Form 5500 · 2023

Heinen's, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
775
Participants Near avg headcount
88th
Percentile by assets National rank
$79,670
Avg per participant Below avg balance/head
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Official DOL plan name: Heinen's Inc. Associates' Retirement Income Plan · Sponsored by Heinen's, Inc. · Ohio · Retail Trade

$62M in assets, 775 participants

Heinen's, Inc.'s Heinen's Inc. Associates' Retirement Income Plan reported $62M in total assets and 775 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.

  • #7,830 in Retail Trade (8,414 peers)

Where Heinen's Inc. Associates' Retirement Income Plan sits by assets

Heinen's Inc. Associates' Retirement Income Plan sits in the top quartile of all filed plans by assets, $62M for 775 participants (~$79,670/participant), up 13.0% in 2023.

#7,830
in Retail Trade (8,414 peers)
+13.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Heinen's Inc. Associates' Retirement Income Plan's outsized position by total assets

Heinen's Inc. Associates' Retirement Income Plan vs every filed plan by assets

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

$61,744,253 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

Heinen's Inc. Associates' Retirement Income 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. Heinen's Inc. Associates' Retirement Income Plan sits mid-pack in the medium band (775 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heinen's Inc. Associates' Retirement Income Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Heinen's Inc. Associates' Retirement Income Plan reported participants rose from 677 in the plan year 2022 filing to 775 in the plan year 2023 filing.
  • Heinen's Inc. Associates' Retirement Income Plan end-of-year assets rose from $55M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340673060 · Heinen's, Inc. PY 2023 · 401(k)

Heinen's Inc. Associates' Retirement Income Plan · $62M · 775 · 88th

  • EBSA $62M
  • PART 775
  • TYPE 88th
  • NET 401(k)
  • BOOK near Legacy Healthcare 401(k) Retirement Plan
  • VS-ST ind #7830

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 Retail Trade retirement plans → · Plans in Ohio →

Heinen's Inc. Associates' Retirement Income Plan in the asset neighbourhood

Cytel Inc. Retirement Plan$62MBeltservice Corporation 401(k) Profit Sharing PlanBeltservice Corporation 401(…$62MHeinen's Inc. Associates' Retirement Income PlanHeinen's Inc. Associates' Re…$62MLegacy Healthcare 401(k) Retirement PlanLegacy Healthcare 401(k) Ret…$62MRegis Retirement Savings Plan$62M
End-of-year total assets ($M) among Heinen's Inc. Associates' Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN340673060
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heinen's, Inc.)

Sponsor-wide plan assets over time

All Heinen's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 28.96641804099408% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.6M $70.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 677 $55M
2023 1 775 $62M
2024 1 781 $70M

Nearby 401(k) Plans in Ohio

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

Heinen's Inc. Associates' Retirement Income Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Heinen's Inc. Associates' Retirement Income Plan, Total assets ($B): 0.061744253 · Participants: 775Heinen's Inc. Associates' Retirement Income 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
Heinen's Inc. Associates' Retirement Income Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heinen's Inc. Associates' Retirement Income Plan side-by-side with 3 peers →

Heinen's Inc. Associates' Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Legacy Healthcare 401(k) Retirement Plan in IL ($62M); by covered participants it is Okland 401(k) Profit Sharing Plan in UT (775 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (775 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 Heinen's Inc. Associates' Retirement Income Plan assets move in 2023? ▼
Heinen's Inc. Associates' Retirement Income Plan grew at a solid clip - up 13.0% during 2023, from $55M to $62M. Reported net income was $7M.
How have Heinen's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heinen's, Inc.'s sponsor-wide assets grew 29.0%, from $55M to $70M.
Where does Heinen's Inc. Associates' Retirement Income Plan rank by assets among Form 5500 filers? ▼
Heinen's Inc. Associates' Retirement Income 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 Heinen's Inc. Associates' Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Healthcare 401(k) Retirement Plan in IL ($62M, 4,911 participants).
Which 401(k) plans cover a similar participant headcount to Heinen's Inc. Associates' Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Okland 401(k) Profit Sharing Plan in UT (775 participants, $127M 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 340673060.

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.