Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Heineken USA Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Heineken USA, Inc. · New York · Wholesale Trade

What the 2023 filing shows

Heineken USA Savings and Retirement Plan holds $181M for 434 participants — about $416,917 per participant, up 26.6% over the 2023 plan year.

$181M
total plan assets (2023 EOY)
434
covered participants
$416,917
avg assets per participant
+26.6%
assets growth YoY
Total Assets (2023)
$181M
Participants
434
State
Industry
Wholesale Trade

What the Filing Says About Heineken USA Savings and Retirement Plan

Heineken USA Savings and Retirement Plan is a Profit Sharing retirement plan sponsored by Heineken USA, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $181M in total end-of-year assets and covers 434 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 131539933, and the plan has been effective since 1996-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $143M at the beginning of 2023 to $181M at year-end — a gain of 26.6%. Net assets (after liabilities) closed the year at $181M, with reported net income of $38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$143M
Total Assets (End of Year)$181M
Net Assets (End of Year)$181M
Net Income$38M
Plan TypeProfit Sharing
Employer EIN131539933
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heineken USA, Inc.)

Year Plans Participants Total Assets
2022 1 460 $143M
2023 1 434 $181M
2024 1 438 $209M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the Heineken USA Savings and Retirement Plan?
As of the 2023 Form 5500 filing, Heineken USA Savings and Retirement Plan holds $181M in total assets with 434 participants. It is sponsored by Heineken USA, Inc..
What type of plan is Heineken USA Savings and Retirement Plan?
Heineken USA Savings and Retirement Plan is a Profit Sharing plan. It has been effective since 1996-12-01. The plan is filed with the U.S. Department of Labor under EIN 131539933.
Who sponsors the Heineken USA Savings and Retirement Plan?
Heineken USA Savings and Retirement Plan is sponsored by Heineken USA, Inc., located in New York. The sponsor's EIN is 131539933 and the plan operates in the Wholesale Trade industry.
How did Heineken USA Savings and Retirement Plan perform in 2023?
Heineken USA Savings and Retirement Plan grew by 26.6% during 2023, moving from $143M to $181M in total assets. Net income was $38M.
Where can I find official filings for Heineken USA Savings and Retirement Plan?
Official Form 5500 filings for Heineken USA Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131539933 or plan name at efast.dol.gov.
How does Heineken USA Savings and Retirement Plan compare to other plans?
You can compare Heineken USA Savings and Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131539933.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.