401(k) · DOL Form 5500 · 2023

Heck Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
50th
Percentile by assets National rank
$300,071
Avg per participant High balance/head
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Official DOL plan name: Heck Capital Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Heck Capital Advisors, LLC · Wisconsin · Finance & Insurance

$7M in assets, 22 participants

Heck Capital Advisors, LLC's Heck Capital Advisors, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,152 in Finance & Insurance (8,869 peers)

Heck Capital Advisors, LLC multi-year trail

Heck Capital Advisors, LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows Heck Capital Advisors, LLC 401(k) Profit Sharing Plan at $7M / 22 participants.

#3,152
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,601,560 Top 50% higher than 50% 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

Heck Capital Advisors, LLC 401(k) Profit Sharing 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. Heck Capital Advisors, LLC 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heck Capital Advisors, LLC 401(k) Profit Sharing Plan reported net income rose from -$512K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heck Capital Advisors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Heck Capital Advisors, LLC 401(k) Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260202276 · Heck Capital Advisors, LLC PY 2023 · 401(k)

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan · $7M · 22 · 50th

  • BOOK $7M
  • VS-ST 22
  • BOY 50th
  • SCH 401(k)
  • EBSA near Marketfield 401(k) & Profit Sharing Plan
  • PART ind #3152

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heck Capital Advisors, LLC 401(k) Profit Sharing PlanHeck Capital Advisors, LLC 4…$7MMarketfield 401(k) & Profit Sharing PlanMarketfield 401(k) & Profit …$7MCapform, Inc. 401(k) Retirement PlanCapform, Inc. 401(k) Retirem…$7MBarnallen Technologies, Inc. 401(k) Profit Sharing PlanBarnallen Technologies, Inc.…$7MBoys & Girls Village Inc. Retirment PlanBoys & Girls Village Inc. Re…$7M
End-of-year total assets ($M) among Heck Capital Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heck Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heck Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.753047675019346% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.38M $7.67M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 22 $7M
2024 1 20 $8M

Heck Capital Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN260202276
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heck Capital Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00660156 · Participants: 22Heck Capital Advisors, LLC 401(k) Profit Sharing 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
Heck Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heck Capital Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heck Capital Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Marketfield 401(k) & Profit Sharing Plan in NY ($7M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Heck Capital Advisors, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Heck Capital Advisors, LLC 401(k) Profit Sharing Plan grew sharply - up 22.8% during 2023, from $5M to $7M. Reported net income was $1M.
How have Heck Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heck Capital Advisors, LLC's sponsor-wide assets grew 42.8%, from $5M to $8M.
Which 401(k) plans are similar in size to Heck Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marketfield 401(k) & Profit Sharing Plan in NY ($7M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Heck Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 260202276.

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.