401(k) · DOL Form 5500 · 2023
Heico Holding, Inc. 401(k) Plan
Data updated 2026-08-25
- $400M
- Total assets Above avg plan size
- 5,967
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $67,104
- Avg per participant Below avg balance/head
Official DOL plan name: Heico Holding, Inc. 401(k) Plan · Sponsored by Heico Holding, Inc. · Illinois · Manufacturing
$400M in assets, 5,967 participants
Heico Holding, Inc.'s Heico Holding, Inc. 401(k) Plan reported $400M in total assets and 5,967 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,792 in Manufacturing (18,722 peers)
Coverage in Illinois
Heico Holding, Inc. 401(k) Plan covers 5,967 participants in Illinois, 7.7x the typical Illinois plan (state average ~779 per filing). Assets: $400M.
- #17,792
- in Manufacturing (18,722 peers)
- +15.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Heico Holding, Inc. 401(k) Plan's outsized position by total assets
Heico Holding, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$400,407,754 Top 3% higher than 97% 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
Heico Holding, Inc. 401(k) 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. Heico Holding, Inc. 401(k) Plan lands in the large band (5,967 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heico Holding, Inc. 401(k) Plan reported net income rose from -$56M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Heico Holding, Inc. 401(k) Plan end-of-year assets rose from $347M in the plan year 2022 filing to $400M in the plan year 2023 filing.
- Heico Holding, Inc. 401(k) Plan reported participants rose from 5,405 in the plan year 2022 filing to 5,967 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361622665 · Heico Holding, Inc. PY 2023 · 401(k)
Heico Holding, Inc. 401(k) Plan · $400M · 5,967 · 97th
- TYPE $400M
- NET 5,967
- BOOK 97th
- VS-ST 401(k)
- BOY near Communications Workers of America Savings and Retirement Trust
- SCH ind #17792
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 Illinois →
Heico Holding, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $347M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $54M |
| Employer EIN | 361622665 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heico Holding, Inc.)
Sponsor-wide plan assets over time
All Heico Holding, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $437M 26.250838273550325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,405 | $347M |
| 2023 | 1 | 5,967 | $400M |
| 2024 | 1 | 5,332 | $437M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for Heico Holding, Inc. 401(k) Plan
Heico Holding, Inc. 401(k) Plan reports $400M in end-of-year assets across 5,967 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $67,104 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $54M.
This plan identity (EIN 361622665, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $347M to $437M (+26.3%) while covered participants moved from 5,405 to 5,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,405 | $347M | Open filing |
| 2023 | 5,967 | $400M | This page |
| 2024 · index core | 5,332 | $437M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Heico Holding, Inc. 401(k) Plan (401(k), $437M, 5,332 participants)
Heico Holding, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Communications Workers of America Savings and Retirement Trust in DC ($401M); by covered participants it is Erie Insurance Group Employee Savings Plan in PA (5,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400M here).
- Communications Workers of America Savings and Retirement Trust (DC) $401M · 9,925
- Ben E. Keith Company Retirement Savings Plan (TX) $401M · 6,240
- Penn Mutual Retirement & Savings Plan (PA) $401M · 1,018
- Coty Retirement Savings Plan (NY) $400M · 1,943
Similar participant headcount
Nearest other-state filings by covered participants (5,967 participants); asset peers above are excluded.
- Erie Insurance Group Employee Savings Plan (PA) 5,972 · 5 off
- 24 Hour Fitness Savings and Investment Plan (CA) 5,975 · 8 off
- Crescent Hotels & Resorts 401(k) Plan (VA) 5,958 · 9 off
- Krystal Restaurants LLC 401(k) Plan (GA) 5,987 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.