Defined Benefit (Pension) · DOL Form 5500 · 2023

Hm US Services, LLC Pension Plan

Data updated 2026-08-25

$877M
Total assets Above avg plan size
1,230
Participants Near avg headcount
98th
Percentile by assets National rank
$712,607
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#18,210
in Manufacturing (18,722 peers)
-2.6%
assets change YoY
8.8×
vs typical plan assets (national mean)

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.

Heidelberg Materials US Pension Plan's outsized position 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

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 Materials US Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidelberg Materials US Pension Plan lands in the large band (1,230 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814086708 · Hm US Services, LLC PY 2023 · Defined Benefit (Pension)

Heidelberg Materials US Pension Plan · $877M · 1,230 · 98th

  • BOY $877M
  • SCH 1,230
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Pension Plan of L'oreal USA, Inc.
  • NET ind #18210

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 Manufacturing retirement plans → · Plans in Texas →

Heidelberg Materials US Pension Plan in the asset neighbourhood

Curtiss Wright Corporation Retirement PlanCurtiss Wright Corporation R…$878MHeidelberg Materials US Pension PlanHeidelberg Materials US Pens…$877MPension Plan of L'oreal USA, Inc.Pension Plan of L'oreal USA,…$876MBillerud Americas Corporation Employee Pension PlanBillerud Americas Corporatio…$876MAuto-Owners Insurance Company Retirement Income PlanAuto-Owners Insurance Compan…$875M
End-of-year total assets ($M) among Heidelberg Materials US Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$899M
Net Assets (End of Year)$876M
Net Income-$8M
Employer EIN814086708
Plan Effective Date1950-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm US Services, LLC)

Sponsor-wide plan assets over time

All Hm US Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 12.370511187135618% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.72B $1.51B ▼ -12.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heidelberg Materials US Pension Plan, Total assets ($B): 0.876507172 · Participants: 1230Heidelberg Materials US Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Heidelberg Materials US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heidelberg Materials US Pension Plan side-by-side with 3 peers →

Heidelberg Materials US Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan of L'oreal USA, Inc. in NJ ($876M); by covered participants it is Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital in PA (1,229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($877M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,230 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 Materials US Pension Plan assets move in 2023? ▼
Heidelberg Materials US Pension Plan edged down modestly - down 2.6% during 2023, from $899M to $877M. Reported net income was -$8M.
How have Hm US Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hm US Services, LLC's sponsor-wide assets declined 12.4%, from $1.7B to $1.5B.
Where does Heidelberg Materials US Pension Plan rank by assets among Form 5500 filers? ▼
Heidelberg Materials US Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Heidelberg Materials US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of L'oreal USA, Inc. in NJ ($876M, 6,109 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heidelberg Materials US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital in PA (1,229 participants, $73M 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 814086708.

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.