401(k) · DOL Form 5500 · 2023

Heller Machine Tools, L.P. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
82
Participants Small participant base
75th
Percentile by assets National rank
$286,984
Avg per participant High balance/head
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Official DOL plan name: Heller Machine Tools, L.P. 401(k) Plan · Sponsored by Heller Machine Tools, L.P. · Michigan · Wholesale Trade

$24M in assets, 82 participants

Heller Machine Tools, L.P.'s Heller Machine Tools, L.P. 401(k) Plan reported $24M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,640 in Wholesale Trade (6,309 peers)

Where Heller Machine Tools, L.P. 401(k) Plan sits by assets

Heller Machine Tools, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 82 participants (~$286,984/participant), up 17.8% in 2023.

#4,640
in Wholesale Trade (6,309 peers)
+17.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Heller Machine Tools, L.P. 401(k) Plan's outsized position by total assets

Heller Machine Tools, L.P. 401(k) Plan vs every filed plan by assets

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

$23,532,695 Top 25% higher than 75% 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

Heller Machine Tools, L.P. 401(k) 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. Heller Machine Tools, L.P. 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heller Machine Tools, L.P. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heller Machine Tools, L.P. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Heller Machine Tools, L.P. 401(k) Plan reported participants rose from 75 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363451874 · Heller Machine Tools, L.P. PY 2023 · 401(k)

Heller Machine Tools, L.P. 401(k) Plan · $24M · 82 · 75th

  • VS-ST $24M
  • BOY 82
  • SCH 75th
  • EBSA 401(k)
  • PART near Elkay Interior Systems International, Inc. 401(k) Plan
  • TYPE ind #4640

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 Wholesale Trade retirement plans → · Plans in Michigan →

Heller Machine Tools, L.P. 401(k) Plan in the asset neighbourhood

Stemline Therapeutics, Inc. 401(k) PlanStemline Therapeutics, Inc. …$24MHeller Machine Tools, L.P. 401(k) PlanHeller Machine Tools, L.P. 4…$24MElkay Interior Systems International, Inc. 401(k) PlanElkay Interior Systems Inter…$24MWalter & Shuffain, P.C. 401(k) PlanWalter & Shuffain, P.C. 401(…$24MUS Healthconnect, Inc. 401(k) PlanUS Healthconnect, Inc. 401(k…$24M
End-of-year total assets ($M) among Heller Machine Tools, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN363451874
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heller Machine Tools, L.P.)

Sponsor-wide plan assets over time

All Heller Machine Tools, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.518837571058317% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20M $23.7M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 75 $20M
2023 1 82 $24M
2024 1 86 $24M

Nearby 401(k) Plans in Michigan

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

Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Heller Machine Tools, L.P. 401(k) Plan, Total assets ($B): 0.023532695 · Participants: 82Heller Machine Tools, L.P. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heller Machine Tools, L.P. 401(k) Plan side-by-side with 3 peers →

Heller Machine Tools, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Elkay Interior Systems International, Inc. 401(k) Plan in WI ($24M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Heller Machine Tools, L.P. 401(k) Plan assets move in 2023? ▼
Heller Machine Tools, L.P. 401(k) Plan grew sharply - up 17.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have Heller Machine Tools, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Machine Tools, L.P.'s sponsor-wide assets grew 18.5%, from $20M to $24M.
Where does Heller Machine Tools, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heller Machine Tools, L.P. 401(k) Plan ranks in the 75th 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 Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elkay Interior Systems International, Inc. 401(k) Plan in WI ($24M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 363451874.

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.