401(k) · DOL Form 5500 · 2023

Heineken USA, Inc. 401(k) Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
434
Participants Below avg headcount
94th
Percentile by assets National rank
$416,917
Avg per participant High balance/head
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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.

  • #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.

#6,035
in Wholesale Trade (6,309 peers)
+26.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Heineken USA Savings and Retirement Plan's outsized position by total assets

Heineken USA Savings and Retirement Plan vs every filed plan by assets

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

$180,942,020 Top 6% higher than 94% 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

Heineken USA Savings and Retirement 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. Heineken USA Savings and Retirement Plan sits mid-pack in the medium band (434 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131539933 · Heineken USA, Inc. PY 2023 · 401(k)

Heineken USA Savings and Retirement Plan · $181M · 434 · 94th

  • NET $181M
  • BOOK 434
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees
  • EBSA ind #6035

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 New York →

Heineken USA Savings and Retirement Plan in the asset neighbourhood

The Platinum 401(k) Retirement Savings PlanThe Platinum 401(k) Retireme…$181MHeineken USA Savings and Retirement PlanHeineken USA Savings and Ret…$181MHarley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit EesHarley-Davidson Ret Svgs Pla…$181MHenderson Engineers, Inc. 401(k) Profit Sharing PlanHenderson Engineers, Inc. 40…$181MLewis Brisbois Bisgaard & Smith LLP 401(k) PlanLewis Brisbois Bisgaard & Sm…$181M
End-of-year total assets ($M) among Heineken USA Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Heineken USA, Inc.)

Sponsor-wide plan assets over time

All Heineken USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 46.14015444593444% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $143M $209M ▲ +46.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heineken USA Savings and Retirement Plan, Total assets ($B): 0.18094202 · Participants: 434Heineken USA Savings and Retirement 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
Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heineken USA Savings and Retirement Plan side-by-side with 3 peers →

Heineken USA Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI ($181M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Heineken USA Savings and Retirement Plan assets move in 2023? ▼
Heineken USA Savings and Retirement Plan grew sharply - up 26.6% during 2023, from $143M to $181M. Reported net income was $38M.
How have Heineken USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heineken USA, Inc.'s sponsor-wide assets grew 46.1%, from $143M to $209M.
Where does Heineken USA Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Heineken USA Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heineken USA Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in WI ($181M, 1,121 participants).
Which 401(k) plans cover a similar participant headcount to Heineken USA Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants, $38M 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 131539933.

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.