401(k)
2023 plan-year 401(k) DOL Form 5500

The 401(k) Retirement Plan of Heidelberg Materials US

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hm US Services, LLC · Texas · Manufacturing

What the 2023 filing shows

The 401(k) Retirement Plan of Heidelberg Materials US holds $748M for 4,534 participants — about $164,904 per participant, up 13.3% over the 2023 plan year.

$748M
total plan assets (2023 EOY)
4,534
covered participants
$164,904
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$748M
Participants
4,534
State
Industry
Manufacturing

What the Filing Says About The 401(k) Retirement Plan of Heidelberg Materials US

The 401(k) Retirement Plan of Heidelberg Materials US is a 401(k) retirement plan sponsored by Hm US Services, LLC, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $748M in total end-of-year assets and covers 4,534 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 814086708, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $660M at the beginning of 2023 to $748M at year-end — a gain of 13.3%. Net assets (after liabilities) closed the year at $748M, with reported net income of $69M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$660M
Total Assets (End of Year)$748M
Net Assets (End of Year)$748M
Net Income$69M
Plan Type401(k)
Employer EIN814086708
Plan Effective Date2006-01-01
Filing StatusFILING 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 4 7,269 $1.5B

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Frequently Asked Questions

How much money is in the The 401(k) Retirement Plan of Heidelberg Materials US?
As of the 2023 Form 5500 filing, The 401(k) Retirement Plan of Heidelberg Materials US holds $748M in total assets with 4,534 participants. It is sponsored by Hm US Services, LLC.
What type of plan is The 401(k) Retirement Plan of Heidelberg Materials US?
The 401(k) Retirement Plan of Heidelberg Materials US is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 814086708.
Who sponsors the The 401(k) Retirement Plan of Heidelberg Materials US?
The 401(k) Retirement Plan of Heidelberg Materials US is sponsored by Hm US Services, LLC, located in Texas. The sponsor's EIN is 814086708 and the plan operates in the Manufacturing industry.
How did The 401(k) Retirement Plan of Heidelberg Materials US perform in 2023?
The 401(k) Retirement Plan of Heidelberg Materials US grew by 13.3% during 2023, moving from $660M to $748M in total assets. Net income was $69M.
Where can I find official filings for The 401(k) Retirement Plan of Heidelberg Materials US?
Official Form 5500 filings for The 401(k) Retirement Plan of Heidelberg Materials US are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 814086708 or plan name at efast.dol.gov.
How does The 401(k) Retirement Plan of Heidelberg Materials US compare to other plans?
You can compare The 401(k) Retirement Plan of Heidelberg Materials US against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.