401(k) · DOL Form 5500 · 2023

Edwin L. Heim Company 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
162
Participants Small participant base
90th
Percentile by assets National rank
$509,556
Avg per participant High balance/head
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Official DOL plan name: Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan · Sponsored by Edwin L. Heim Company · Pennsylvania · Construction

$83M in assets, 162 participants

Edwin L. Heim Company's Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan reported $83M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,958 in Construction (9,030 peers)

Coverage in Pennsylvania

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan covers 162 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $83M.

#7,958
in Construction (9,030 peers)
+13.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan's outsized position by total assets

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

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

$82,548,107 Top 10% higher than 90% 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

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan reported participants rose from 143 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan end-of-year assets rose from $73M in the plan year 2022 filing to $83M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231265924 · Edwin L. Heim Company PY 2023 · 401(k)

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan · $83M · 162 · 90th

  • BOOK $83M
  • BOOK 162
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near Natureworks LLC 401(k) Plan
  • BOOK ind #7958

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 Construction retirement plans → · Plans in Pennsylvania →

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan in the asset neighbourhood

Newpark Resources, Inc. Savings & Investment PlanNewpark Resources, Inc. Savi…$83MEdwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership PlanEdwin L Heim Co 401(k) Profi…$83MNatureworks LLC 401(k) Plan$83MAlbireo Energy, LLC 401(k) PlanAlbireo Energy, LLC 401(k) P…$83MPpc Retirement Plan$83M
End-of-year total assets ($M) among Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$83M
Net Income$10M
Employer EIN231265924
Plan Effective Date1961-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edwin L. Heim Company)

Sponsor-wide plan assets over time

All Edwin L. Heim Company plans reported in each filing year

Latest sponsor-wide plan assets
$88M 20.89827587350431% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $73M $88.2M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 143 $73M
2023 1 162 $83M
2024 1 160 $88M

Nearby 401(k) Plans in Pennsylvania

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

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan, Total assets ($B): 0.082548107 · Participants: 162Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan side-by-side with 3 peers →

Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Natureworks LLC 401(k) Plan in MN ($83M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan assets move in 2023? ▼
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan grew at a solid clip - up 13.1% during 2023, from $73M to $83M. Reported net income was $10M.
How have Edwin L. Heim Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwin L. Heim Company's sponsor-wide assets grew 20.9%, from $73M to $88M.
Where does Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Natureworks LLC 401(k) Plan in MN ($83M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Edwin L Heim Co 401(k) Profit Sharing and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 231265924.

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.