401(k) · DOL Form 5500 · 2023
Hm US Services, LLC 401(k) Plan
Data updated 2026-08-25
- $182M
- Total assets Near avg plan size
- 1,174
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $154,947
- Avg per participant Above avg balance/head
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.
- #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.
- #17,090
- in Manufacturing (18,722 peers)
- +11.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Heidelberg Materials US Employee Savings Plan's outsized position by total assets
Heidelberg Materials US Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$181,907,456 Top 6% higher than 94% 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
Heidelberg Materials US Employee Savings 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 Employee Savings Plan lands in the large band (1,174 participants).
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.
DOL schedule card
Filing strip 814086708 · Hm US Services, LLC PY 2023 · 401(k)
Heidelberg Materials US Employee Savings Plan · $182M · 1,174 · 94th
- PCT $182M
- PCT 1,174
- PCT 94th
- PCT 401(k)
- PCT near Duracell Retirement & Savings Plan
- PCT ind #17090
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 Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $19M |
| Employer EIN | 814086708 |
| Plan Effective Date | 2001-03-01 |
| Filing Status | FILING 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
| 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.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Heidelberg Materials US Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Duracell Retirement & Savings Plan in IL ($182M); by covered participants it is Molded Fiber Glass Companies Profit Sharing & 401(k) Plan in OH (1,174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($182M here).
- Duracell Retirement & Savings Plan (IL) $182M · 1,550
- Ingles Markets, Incorporated Investment/ Profit Sharing Plan (NC) $182M · 16,715
- Central California Faculty Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $182M · 601
- Mozilla Corporation 401(k) Plan (CA) $182M · 569
Similar participant headcount
Nearest other-state filings by covered participants (1,174 participants); asset peers above are excluded.
- Molded Fiber Glass Companies Profit Sharing & 401(k) Plan (OH) 1,174 · 0 off
- Royal Technologies Corporation Profit Sharing and Retirement Savings Plan (MI) 1,174 · 0 off
- Nova Employee Savings Trust (N.E.S.T.) (MA) 1,174 · 0 off
- Kura Sushi USA, Inc. 401(k) Plan (CA) 1,174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.