401(k) · DOL Form 5500 · 2023
Heineken USA, Inc. 401(k) Plan
Data updated 2026-08-11
- $181M
- Total assets
- 434
- Participants
- 94th
- Percentile by assets
- $416,917
- Avg per participant
Official DOL plan name: Heineken USA Savings and Retirement Plan · Sponsored by Heineken USA, Inc. · New York · Wholesale Trade
$181M in assets, 434 participants
Heineken USA, Inc.'s Heineken USA Savings and Retirement Plan reported $181M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #6,035 in Wholesale Trade (6,309 peers)
Where Heineken USA Savings and Retirement Plan sits by assets
Heineken USA Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $181M for 434 participants (~$416,917/participant), up 26.6% in 2023.
- $181M
- total plan assets (2023 EOY)
- 434
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $416,917
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heineken USA Savings and Retirement Plan reported net income rose from -$37M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Heineken USA Savings and Retirement Plan end-of-year assets rose from $143M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- Heineken USA Savings and Retirement Plan reported participants fell from 460 in the plan year 2022 filing to 434 in the plan year 2023 filing.
Heineken USA Savings and Retirement Plan vs the 2023 asset distribution
By assets, Heineken USA Savings and Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $38M |
| Employer EIN | 131539933 |
| Plan Effective Date | 1996-12-01 |
| Filing Status | FILING 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 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heineken USA Savings and Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Heineken USA Savings and Retirement Plan
Scale reading
Ways to act on Heineken USA Savings and Retirement Plan's numbers.
- By total assets, Heineken USA Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Heineken USA, Inc.'s sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Wholesale Trade plans