Other · DOL Form 5500 · 2023

Heidelberg Materials US Services, LLC Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
45
Participants Small participant base
34th
Percentile by assets National rank
$58,142
Avg per participant Low balance/head
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Official DOL plan name: Heidelberg Materials US Suppl Ret Fund Plan · Sponsored by Heidelberg Materials US Services, LLC · Texas · Manufacturing

$3M in assets, 45 participants

Heidelberg Materials US Services, LLC's Heidelberg Materials US Suppl Ret Fund Plan reported $3M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,286 in Manufacturing (18,722 peers)

Heidelberg Materials US Services, LLC multi-year trail

Heidelberg Materials US Services, LLC's plans moved -12.4% in assets from 2022 to 2024; this filing shows Heidelberg Materials US Suppl Ret Fund Plan at $3M / 45 participants.

#3,286
in Manufacturing (18,722 peers)
+36.4%
assets growth YoY

Heidelberg Materials US Suppl Ret Fund Plan's mid-pack asset rank among Manufacturing and all filers

Heidelberg Materials US Suppl Ret Fund Plan vs every filed plan by assets

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

$2,616,403 34th percentile higher than 34% 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 Suppl Ret Fund Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidelberg Materials US Suppl Ret Fund Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heidelberg Materials US Suppl Ret Fund Plan reported net income rose from -$465K in the plan year 2022 filing to $698K in the plan year 2023 filing.
  • Heidelberg Materials US Suppl Ret Fund Plan reported participants fell from 52 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Heidelberg Materials US Suppl Ret Fund Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814086708 · Heidelberg Materials US Services, LLC PY 2023 · Other

Heidelberg Materials US Suppl Ret Fund Plan · $3M · 45 · 34th

  • PHOTO $3M
  • PHOTO 45
  • PHOTO 34th
  • PHOTO Other
  • PHOTO near Brunswick Harley Davidson, Inc Profit Sharing Plan
  • PHOTO ind #3286

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 Suppl Ret Fund Plan in the asset neighbourhood

Preucil School of Music 403(b) Tda PlanPreucil School of Music 403(…$3MHeidelberg Materials US Suppl Ret Fund PlanHeidelberg Materials US Supp…$3MBrunswick Harley Davidson, Inc Profit Sharing PlanBrunswick Harley Davidson, I…$3MOparc 403(b) Retirement Plan$3MNew Avenues to Independence, Inc. Retirement PlanNew Avenues to Independence,…$3M
End-of-year total assets ($M) among Heidelberg Materials US Suppl Ret Fund Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Heidelberg Materials US Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heidelberg Materials 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

Heidelberg Materials US Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$698K
Employer EIN814086708
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Heidelberg Materials US Suppl Ret Fund Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Heidelberg Materials US Suppl Ret Fund Plan, Total assets ($B): 0.002616403 · Participants: 45Heidelberg Materials US Suppl Ret Fund PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Heidelberg Materials US Suppl Ret Fund Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Heidelberg Materials US Suppl Ret Fund Plan side-by-side with 3 peers →

Heidelberg Materials US Suppl Ret Fund Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY ($3M); by covered participants it is Institute for Shipboard Education Retirement Plan in CO (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Suppl Ret Fund Plan assets move in 2023? ▼
Heidelberg Materials US Suppl Ret Fund Plan surged - up 36.4% during 2023, from $2M to $3M. Reported net income was $698K.
How have Heidelberg Materials US Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heidelberg Materials US Services, LLC's sponsor-wide assets declined 12.4%, from $1.7B to $1.5B.
Which Other plans are similar in size to Heidelberg Materials US Suppl Ret Fund Plan? ▼
Among Other plans in other states, the closest by assets is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY ($3M, 14 participants).
Which Other plans cover a similar participant headcount to Heidelberg Materials US Suppl Ret Fund Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Shipboard Education Retirement Plan in CO (45 participants, $6M 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.