401(k) · DOL Form 5500 · 2023

Hm US Services, LLC 401(k) Plan

Data updated 2026-08-25

$748M
Total assets Above avg plan size
4,534
Participants Above avg headcount
98th
Percentile by assets National rank
$164,904
Avg per participant Above avg balance/head
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Official DOL plan name: The 401(k) Retirement Plan of Heidelberg Materials US · Sponsored by Hm US Services, LLC · Texas · Manufacturing

$748M in assets, 4,534 participants

Hm US Services, LLC's The 401(k) Retirement Plan of Heidelberg Materials US reported $748M in total assets and 4,534 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.

  • #18,138 in Manufacturing (18,722 peers)

Coverage in Texas

The 401(k) Retirement Plan of Heidelberg Materials US covers 4,534 participants in Texas, 6.6x the typical Texas plan (state average ~688 per filing). Assets: $748M.

#18,138
in Manufacturing (18,722 peers)
+13.3%
assets growth YoY
7.5×
vs typical plan assets (national mean)

The 401(k) Retirement Plan of Heidelberg Materials US's outsized position by total assets

The 401(k) Retirement Plan of Heidelberg Materials US vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$747,676,687 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

The 401(k) Retirement Plan of Heidelberg Materials US'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. The 401(k) Retirement Plan of Heidelberg Materials US lands in the large band (4,534 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 401(k) Retirement Plan of Heidelberg Materials US reported net income rose from -$210M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • The 401(k) Retirement Plan of Heidelberg Materials US end-of-year assets rose from $660M in the plan year 2022 filing to $748M in the plan year 2023 filing.
  • The 401(k) Retirement Plan of Heidelberg Materials US reported participants fell from 5,092 in the plan year 2022 filing to 4,534 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814086708 · Hm US Services, LLC PY 2023 · 401(k)

The 401(k) Retirement Plan of Heidelberg Materials US · $748M · 4,534 · 98th

  • VS-ST $748M
  • VS-ST 4,534
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Susquehanna International Group, LLP 401(k) Profit Sharing Plan
  • VS-ST ind #18138

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 →

The 401(k) Retirement Plan of Heidelberg Materials US in the asset neighbourhood

National Hockey League Players' US 401(k)National Hockey League Playe…$748MThe 401(k) Retirement Plan of Heidelberg Materials USThe 401(k) Retirement Plan o…$748MSusquehanna International Group, LLP 401(k) Profit Sharing PlanSusquehanna International Gr…$748MSwinerton 401(k) & Savings PlanSwinerton 401(k) & Savings P…$748MDematic Corp. 401(k) Retirement PlanDematic Corp. 401(k) Retirem…$747M
End-of-year total assets ($M) among The 401(k) Retirement Plan of Heidelberg Materials US and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$660M
Net Assets (End of Year)$748M
Net Income$69M
Employer EIN814086708
Plan Effective Date2006-01-01
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 401(k) Plans in Texas

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

The 401(k) Retirement Plan of Heidelberg Materials US vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The 401(k) Retirement Plan of Heidelberg Materials US, Total assets ($B): 0.747676687 · Participants: 4534The 401(k) Retirement Plan of Heidelberg Materials USAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The 401(k) Retirement Plan of Heidelberg Materials US vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The 401(k) Retirement Plan of Heidelberg Materials US side-by-side with 3 peers →

The 401(k) Retirement Plan of Heidelberg Materials US's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Susquehanna International Group, LLP 401(k) Profit Sharing Plan in PA ($748M); by covered participants it is Ruth's Hospitality Group 401(k) Plan in FL (4,533 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($748M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,534 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 The 401(k) Retirement Plan of Heidelberg Materials US assets move in 2023? ▼
The 401(k) Retirement Plan of Heidelberg Materials US grew at a solid clip - up 13.3% during 2023, from $660M to $748M. Reported net income was $69M.
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 The 401(k) Retirement Plan of Heidelberg Materials US rank by assets among Form 5500 filers? ▼
The 401(k) Retirement Plan of Heidelberg Materials US 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 401(k) plans are similar in size to The 401(k) Retirement Plan of Heidelberg Materials US? ▼
Among 401(k) plans in other states, the closest by assets is Susquehanna International Group, LLP 401(k) Profit Sharing Plan in PA ($748M, 1,687 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Retirement Plan of Heidelberg Materials US? ▼
Among 401(k) plans in other states, the closest by covered participants is Ruth's Hospitality Group 401(k) Plan in FL (4,533 participants, N/A 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.