401(k) · DOL Form 5500 · 2023

Heimark Distributing, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
231
Participants Below avg headcount
83rd
Percentile by assets National rank
$179,600
Avg per participant Above avg balance/head
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Official DOL plan name: Heimark Distributing, LLC 401 (K) Plan · Sponsored by Heimark Distributing, LLC · California · Wholesale Trade

$41M in assets, 231 participants

Heimark Distributing, LLC's Heimark Distributing, LLC 401 (K) Plan reported $41M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,301 in Wholesale Trade (6,309 peers)

Coverage in California

Heimark Distributing, LLC 401 (K) Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $41M.

#5,301
in Wholesale Trade (6,309 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heimark Distributing, LLC 401 (K) Plan's outsized position by total assets

Heimark Distributing, LLC 401 (K) Plan vs every filed plan by assets

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

$41,487,497 Top 17% higher than 83% 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

Heimark Distributing, LLC 401 (K) 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. Heimark Distributing, LLC 401 (K) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heimark Distributing, LLC 401 (K) Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heimark Distributing, LLC 401 (K) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Heimark Distributing, LLC 401 (K) Plan reported participants rose from 210 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951969507 · Heimark Distributing, LLC PY 2023 · 401(k)

Heimark Distributing, LLC 401 (K) Plan · $41M · 231 · 83rd

  • BOOK $41M
  • VS-ST 231
  • BOY 83rd
  • SCH 401(k)
  • EBSA near Novatech, L.L.C. 401(k) Plan
  • PART ind #5301

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 California →

Heimark Distributing, LLC 401 (K) Plan in the asset neighbourhood

Heimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$41MNovatech, L.L.C. 401(k) Plan$41MBgis Global Integrated Solutions US, LLC 401(k) PlanBgis Global Integrated Solut…$41MInsurance Resources International, Inc. 401(k) PlanInsurance Resources Internat…$41MJohnstone Supply, LLC. Employee Retirement PlanJohnstone Supply, LLC. Emplo…$41M
End-of-year total assets ($M) among Heimark Distributing, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN951969507
Plan Effective Date1975-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Heimark Distributing, LLC)

Sponsor-wide plan assets over time

All Heimark Distributing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 10.127604321481988% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.3M $41.1M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 210 $37M
2023 1 231 $41M
2024 1 221 $41M

Nearby 401(k) Plans in California

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

Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heimark Distributing, LLC 401 (K) Plan, Total assets ($B): 0.041487497 · Participants: 231Heimark Distributing, LLC 401 (K) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heimark Distributing, LLC 401 (K) Plan side-by-side with 3 peers →

Heimark Distributing, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Novatech, L.L.C. 401(k) Plan in PA ($41M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Heimark Distributing, LLC 401 (K) Plan assets move in 2023? ▼
Heimark Distributing, LLC 401 (K) Plan grew at a solid clip - up 11.2% during 2023, from $37M to $41M. Reported net income was $4M.
How have Heimark Distributing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heimark Distributing, LLC's sponsor-wide assets grew 10.1%, from $37M to $41M.
Where does Heimark Distributing, LLC 401 (K) Plan rank by assets among Form 5500 filers? ▼
Heimark Distributing, LLC 401 (K) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novatech, L.L.C. 401(k) Plan in PA ($41M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 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 951969507.

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.