401(k) · DOL Form 5500 · 2023

Hefty Management Inc 401(k) Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$63,912
Avg per participant Low balance/head
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Official DOL plan name: Hefty Management Inc 401(k) Plan · Sponsored by Hefty Management Inc · Florida · Administrative & Support Services

$128K in assets, 2 participants

Hefty Management Inc's Hefty Management Inc 401(k) Plan reported $128K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #813 in Administrative & Support Services (4,372 peers)

Hefty Management Inc multi-year trail

Hefty Management Inc's plans moved -50.6% in assets from 2022 to 2023; this filing shows Hefty Management Inc 401(k) Plan at $128K / 2 participants.

#813
in Administrative & Support Services (4,372 peers)
-50.6%
assets change YoY

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hefty Management Inc 401(k) Plan among the smaller filed plans by assets

Hefty Management Inc 401(k) Plan vs every filed plan by assets

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

$127,824 8th percentile higher than 8% 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

Hefty Management Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hefty Management Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hefty Management Inc 401(k) Plan reported net income fell from $259K in the plan year 2022 filing to -$131K in the plan year 2023 filing.
  • Hefty Management Inc 401(k) Plan end-of-year assets fell from $259K in the plan year 2022 filing to $128K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880721593 · Hefty Management Inc PY 2023 · 401(k)

Hefty Management Inc 401(k) Plan · $128K · 2 · 8th

  • PART $128K
  • TYPE 2
  • NET 8th
  • BOOK 401(k)
  • VS-ST near Jetvestor Health, Inc. 401(k) Profit Sharing Plan
  • BOY ind #813

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 Administrative & Support Services retirement plans → · Plans in Florida →

Hefty Management Inc 401(k) Plan in the asset neighbourhood

Hefty Management Inc 401(k) PlanHefty Management Inc 401(k) …$128KJetvestor Health, Inc. 401(k) Profit Sharing PlanJetvestor Health, Inc. 401(k…$128KWithim Retirement Plan$128KBhr Inc 401(k) Plan$128KVeryprofessionalbusiness Co 401(k) PlanVeryprofessionalbusiness Co …$128K
End-of-year total assets ($M) among Hefty Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hefty Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hefty Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$128K 50.62270156679749% vs 2022
2023 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 20222023 $0.26M $0.13M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 N/A $259K
2023 1 2 $128K

Hefty Management Inc filing trail (2023)

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$128K
Net Income-$131K
Employer EIN880721593
Plan Effective Date2022-02-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Hefty Management Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Hefty Management Inc 401(k) Plan, Total assets ($B): 0.000127824 · Participants: 2Hefty Management Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Hefty Management Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Hefty Management Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Jetvestor Health, Inc. 401(k) Profit Sharing Plan in CA ($128K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hefty Management Inc 401(k) Plan assets move in 2023? ▼
Hefty Management Inc 401(k) Plan contracted severely - down 50.6% during 2023, from $259K to $128K. Reported net income was -$131K.
How have Hefty Management Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hefty Management Inc's sponsor-wide assets declined 50.6%, from $259K to $128K.
Where does Hefty Management Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Hefty Management Inc 401(k) Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hefty Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jetvestor Health, Inc. 401(k) Profit Sharing Plan in CA ($128K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Hefty Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 880721593.

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.