401(k) · DOL Form 5500 · 2023

Dayton Heidelberg Distributing Co., LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
107
Participants Small participant base
46th
Percentile by assets National rank
$49,855
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heidelberg Distributing - Local 1199 401(k) Savings Plan · Sponsored by Dayton Heidelberg Distributing Co., LLC · Ohio · Wholesale Trade

$5M in assets, 107 participants

Dayton Heidelberg Distributing Co., LLC's Heidelberg Distributing - Local 1199 401(k) Savings Plan reported $5M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,204 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Heidelberg Distributing - Local 1199 401(k) Savings Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#2,204
in Wholesale Trade (6,309 peers)
-16.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heidelberg Distributing - Local 1199 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Heidelberg Distributing - Local 1199 401(k) Savings Plan vs every filed plan by assets

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

$5,334,518 46th percentile higher than 46% 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

Heidelberg Distributing - Local 1199 401(k) Savings 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. Heidelberg Distributing - Local 1199 401(k) Savings Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heidelberg Distributing - Local 1199 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Heidelberg Distributing - Local 1199 401(k) Savings Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310620091 · Dayton Heidelberg Distributing Co., LLC PY 2023 · 401(k)

Heidelberg Distributing - Local 1199 401(k) Savings Plan · $5M · 107 · 46th

  • VS-ST $5M
  • VS-ST 107
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near Nebo Agency, LLC 401(k) Plan
  • VS-ST ind #2204

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 Ohio →

Heidelberg Distributing - Local 1199 401(k) Savings Plan in the asset neighbourhood

Heidelberg Distributing - Local 1199 401(k) Savings PlanHeidelberg Distributing - Lo…$5MNebo Agency, LLC 401(k) Plan$5MRisas Dental & Braces 401(k) PlanRisas Dental & Braces 401(k)…$5MNew York Foundation for Senior Citizens 401(k) PlanNew York Foundation for Seni…$5MSummit 7 Systems 401(k) Plan$5M
End-of-year total assets ($M) among Heidelberg Distributing - Local 1199 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN310620091
Plan Effective Date1978-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Dayton Heidelberg Distributing Co., LLC)

Sponsor-wide plan assets over time

All Dayton Heidelberg Distributing Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 10.707014574036902% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $99.8M $111M ▲ +10.7%
Year Plans Participants Total Assets
2022 3 1,535 $100M
2023 3 1,868 $106M
2024 2 1,890 $111M

Nearby 401(k) Plans in Ohio

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

Heidelberg Distributing - Local 1199 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Heidelberg Distributing - Local 1199 401(k) Savings Plan, Total assets ($B): 0.005334518 · Participants: 107Heidelberg Distributing - Local 1199 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Heidelberg Distributing - Local 1199 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heidelberg Distributing - Local 1199 401(k) Savings Plan side-by-side with 3 peers →

Heidelberg Distributing - Local 1199 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nebo Agency, LLC 401(k) Plan in GA ($5M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Heidelberg Distributing - Local 1199 401(k) Savings Plan assets move in 2023? ▼
Heidelberg Distributing - Local 1199 401(k) Savings Plan declined sharply - down 16.1% during 2023, from $6M to $5M. Reported net income was -$1M.
How have Dayton Heidelberg Distributing Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dayton Heidelberg Distributing Co., LLC's sponsor-wide assets grew 10.7%, from $100M to $111M.
Which 401(k) plans are similar in size to Heidelberg Distributing - Local 1199 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nebo Agency, LLC 401(k) Plan in GA ($5M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Heidelberg Distributing - Local 1199 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 310620091.

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.