Defined Benefit (Pension) · DOL Form 5500 · 2023
Hm US Services, LLC Pension Plan
Data updated 2026-08-11
- $877M
- Total assets
- 1,230
- Participants
- 98th
- Percentile by assets
- $712,607
- Avg per participant
Official DOL plan name: Heidelberg Materials US Pension Plan · Sponsored by Hm US Services, LLC · Texas · Manufacturing
$877M in assets, 1,230 participants
Hm US Services, LLC's Heidelberg Materials US Pension Plan reported $877M in total assets and 1,230 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #18,210 in Manufacturing (18,722 peers)
Where Heidelberg Materials US Pension Plan sits by assets
Heidelberg Materials US Pension Plan sits in the top 5% of all filed plans by assets, $877M for 1,230 participants (~$712,607/participant), down 2.6% in 2023.
- $877M
- total plan assets (2023 EOY)
- 1,230
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $712,607
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Heidelberg Materials US Pension Plan sits by total assets
Heidelberg Materials US Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$876,507,172 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heidelberg Materials US Pension Plan reported net income rose from -$320M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Heidelberg Materials US Pension Plan reported participants fell from 1,728 in the plan year 2022 filing to 1,230 in the plan year 2023 filing.
- Heidelberg Materials US Pension Plan end-of-year assets fell from $899M in the plan year 2022 filing to $877M in the plan year 2023 filing.
Heidelberg Materials US Pension Plan vs the 2023 asset distribution
By assets, Heidelberg Materials US Pension Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $899M |
|---|---|
| Net Assets (End of Year) | $876M |
| Net Income | -$8M |
| Employer EIN | 814086708 |
| Plan Effective Date | 1950-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hm US Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,241 | $1.7B |
| 2023 | 4 | 6,983 | $1.8B |
| 2024 | 5 | 7,299 | $1.5B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Heidelberg Materials US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Heidelberg Materials US Pension Plan by total assets, not by location.
- Pension Plan of L'oreal USA, Inc. (NJ) $876M · 6,109
- Billerud Americas Corporation Employee Pension Plan (OH) $876M · 605
- Curtiss Wright Corporation Retirement Plan (NJ) $878M · 1,837
- Auto-Owners Insurance Company Retirement Income Plan (MI) $875M · 5,094
Frequently Asked Questions
How did Heidelberg Materials US Pension Plan assets move in 2023? ▼
How have Hm US Services, LLC plan assets changed over time? ▼
Where does Heidelberg Materials US Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Heidelberg Materials US Pension Plan? ▼
Next read for Heidelberg Materials US Pension Plan
Scale reading
Ways to act on Heidelberg Materials US Pension Plan's numbers.
- By total assets, Heidelberg Materials US Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Hm US Services, LLC's sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Manufacturing plans