401(k) · DOL Form 5500 · 2023

Hm US Services, LLC 401(k) Plan

Data updated 2026-08-11

$182M
Total assets
1,174
Participants
94th
Percentile by assets
$154,947
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Heidelberg Materials US Employee Savings Plan · Sponsored by Hm US Services, LLC · Texas · Manufacturing

$182M in assets, 1,174 participants

Hm US Services, LLC's Heidelberg Materials US Employee Savings Plan reported $182M in total assets and 1,174 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #17,090 in Manufacturing (18,722 peers)

Where Heidelberg Materials US Employee Savings Plan sits by assets

Heidelberg Materials US Employee Savings Plan sits in the top 10% of all filed plans by assets, $182M for 1,174 participants (~$154,947/participant), up 11.6% in 2023.

$182M
total plan assets (2023 EOY)
1,174
covered participants
94th
percentile by assets (of 127,072 plans)
$154,947
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heidelberg Materials US Employee Savings Plan reported net income rose from -$48M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Heidelberg Materials US Employee Savings Plan reported participants fell from 1,369 in the plan year 2022 filing to 1,174 in the plan year 2023 filing.
  • Heidelberg Materials US Employee Savings Plan end-of-year assets rose from $163M in the plan year 2022 filing to $182M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Heidelberg Materials US Employee Savings Plan vs the 2023 asset distribution

By assets, Heidelberg Materials US Employee Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$182M
Net Income$19M
Employer EIN814086708
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm US Services, LLC)

$1.4B$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.72B $1.51B ▼ -12.2%
Total plan assets by year, all Hm US Services, LLC plans on file
Year Plans Participants Total Assets
2022 4 8,241 $1.7B
2023 4 6,983 $1.8B
2024 5 7,299 $1.5B

Nearby 401(k) Plans in Texas

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

Heidelberg Materials US Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Heidelberg Materials US Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heidelberg Materials…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Heidelberg Materials US Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heidelberg Materials US Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Heidelberg Materials US Employee Savings Plan assets move in 2023?
Heidelberg Materials US Employee Savings Plan grew at a solid clip - up 11.6% during 2023, from $163M to $182M. Reported net income was $19M.
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 Employee Savings Plan rank by assets among Form 5500 filers?
Heidelberg Materials US Employee Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heidelberg Materials US Employee Savings Plan?
Among 401(k) plans in other states, the closest by assets is Duracell Retirement & Savings Plan in IL ($182M, 1,550 participants).

Next read for Heidelberg Materials US Employee Savings…

Scale reading

Ways to act on Heidelberg Materials US Employee Savings Plan's numbers.

  • By total assets, Heidelberg Materials US Employee Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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