401(k) · DOL Form 5500 · 2023

Hebeler Holdings LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
106
Participants Small participant base
62nd
Percentile by assets National rank
$108,976
Avg per participant Below avg balance/head
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Official DOL plan name: Hebeler Holdings 401(k) Plan · Sponsored by Hebeler Holdings LLC · New York · Manufacturing

$12M in assets, 106 participants

Hebeler Holdings LLC's Hebeler Holdings 401(k) Plan reported $12M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,115 in Manufacturing (18,722 peers)

Coverage in New York

Hebeler Holdings 401(k) Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $12M.

#9,115
in Manufacturing (18,722 peers)
+1.7%
assets growth YoY

Hebeler Holdings 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Hebeler Holdings 401(k) Plan vs every filed plan by assets

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

$11,551,492 Top 38% higher than 62% 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

Hebeler Holdings 401(k) 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. Hebeler Holdings 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hebeler Holdings 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Hebeler Holdings 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Hebeler Holdings 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471584621 · Hebeler Holdings LLC PY 2023 · 401(k)

Hebeler Holdings 401(k) Plan · $12M · 106 · 62nd

  • PCT $12M
  • PCT 106
  • PCT 62nd
  • PCT 401(k)
  • PCT near Moeller Manufacturing Company Aircraft Union 401(k) Plan
  • PCT ind #9115

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 New York →

Hebeler Holdings 401(k) Plan in the asset neighbourhood

Hebeler Holdings 401(k) Plan$12MMoeller Manufacturing Company Aircraft Union 401(k) PlanMoeller Manufacturing Compan…$12MVp Racing Fuels, Inc. Profit Sharing Retirement PlanVp Racing Fuels, Inc. Profit…$12MFusion Trade, Inc. 401(k) PlanFusion Trade, Inc. 401(k) Pl…$12MV. Sangiacomo & Sons 401(k) PlanV. Sangiacomo & Sons 401(k) …$12M
End-of-year total assets ($M) among Hebeler Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$190K
Employer EIN471584621
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebeler Holdings LLC)

Sponsor-wide plan assets over time

All Hebeler Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 18.417800547192563% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $13.5M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 106 $12M
2024 1 101 $13M

Nearby 401(k) Plans in New York

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

Hebeler Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hebeler Holdings 401(k) Plan, Total assets ($B): 0.011551492 · Participants: 106Hebeler Holdings 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hebeler Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hebeler Holdings 401(k) Plan side-by-side with 3 peers →

Hebeler Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Moeller Manufacturing Company Aircraft Union 401(k) Plan in MI ($12M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Hebeler Holdings 401(k) Plan assets move in 2023? ▼
Hebeler Holdings 401(k) Plan edged up modestly - up 1.7% during 2023, from $11M to $12M. Reported net income was $190K.
How have Hebeler Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hebeler Holdings LLC's sponsor-wide assets grew 18.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Hebeler Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moeller Manufacturing Company Aircraft Union 401(k) Plan in MI ($12M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Hebeler Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 471584621.

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.