401(k) · DOL Form 5500 · 2023

Heap, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
277
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,970
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heap 401(k) Plan · Sponsored by Heap, Inc. · New York · Professional & Technical Services

$19M in assets, 277 participants

Heap, Inc.'s Heap 401(k) Plan reported $19M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,594 in Professional & Technical Services (20,321 peers)

Coverage in New York

Heap 401(k) Plan covers 277 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $19M.

#14,594
in Professional & Technical Services (20,321 peers)
+52.1%
assets growth YoY

Heap 401(k) Plan's outsized position by total assets

Heap 401(k) Plan vs every filed plan by assets

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

$19,381,595 Top 28% higher than 72% 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

Heap 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. Heap 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heap 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Heap 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Heap 401(k) Plan reported participants fell from 283 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461532394 · Heap, Inc. PY 2023 · 401(k)

Heap 401(k) Plan · $19M · 277 · 72nd

  • EBSA $19M
  • EBSA 277
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Leadiant Biosciences, Inc. Savings Plan
  • EBSA ind #14594

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 Professional & Technical Services retirement plans → · Plans in New York →

Heap 401(k) Plan in the asset neighbourhood

Heap 401(k) Plan$19MLeadiant Biosciences, Inc. Savings PlanLeadiant Biosciences, Inc. S…$19MZeon Chemicals L.P. Savings Plan for Wage EmployeesZeon Chemicals L.P. Savings …$19MEmi 401(k) Plan$19MSbs-Nolan 401(k) Plan$19M
End-of-year total assets ($M) among Heap 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)$13M
Net Assets (End of Year)$19M
Net Income$7M
Employer EIN461532394
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heap, Inc.)

Sponsor-wide plan assets over time

All Heap, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.11443243892751% vs 2022
2023 filing year
$12M$14M$16M$18M$20M$22M 20222023 $12.7M $19.4M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 283 $13M
2023 1 277 $19M

Nearby 401(k) Plans in New York

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

Heap 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heap 401(k) Plan, Total assets ($B): 0.019381595 · Participants: 277Heap 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
Heap 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Leadiant Biosciences, Inc. Savings Plan in MD ($19M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Heap 401(k) Plan assets move in 2023?
Heap 401(k) Plan surged - up 52.1% during 2023, from $13M to $19M. Reported net income was $7M.
How have Heap, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Heap, Inc.'s sponsor-wide assets grew 52.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Heap 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Leadiant Biosciences, Inc. Savings Plan in MD ($19M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Heap 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M in assets).