401(k) · DOL Form 5500 · 2024

H.E.P. Materials Corp. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
38th
Percentile by assets National rank
$26,245
Avg per participant Low balance/head
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Official DOL plan name: H.E.P. Materials Corp. 401(k) Profit Sharing Plan · Sponsored by H.E.P. Materials Corp. · New York · Retail Trade

$4M in assets, 149 participants

H.E.P. Materials Corp.'s H.E.P. Materials Corp. 401(k) Profit Sharing Plan reported $4M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,944 in Retail Trade (8,048 peers)

Coverage in New York

H.E.P. Materials Corp. 401(k) Profit Sharing Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $4M.

#3,944
in Retail Trade (8,048 peers)
-1.0%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.E.P. Materials Corp. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

H.E.P. Materials Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,910,445 38th percentile higher than 38% of 123,620 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 2024

H.E.P. Materials Corp. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.E.P. Materials Corp. 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.E.P. Materials Corp. 401(k) Profit Sharing Plan reported net income fell from $371K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
  • H.E.P. Materials Corp. 401(k) Profit Sharing Plan reported participants fell from 153 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160912572 · H.E.P. Materials Corp. PY 2024 · 401(k)

H.E.P. Materials Corp. 401(k) Profit Sharing Plan · $4M · 149 · 38th

  • NET $4M
  • NET 149
  • NET 38th
  • NET 401(k)
  • NET near Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan
  • NET ind #3944

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 Retail Trade retirement plans → · Plans in New York →

H.E.P. Materials Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

H.E.P. Materials Corp. 401(k) Profit Sharing PlanH.E.P. Materials Corp. 401(k…$4MTechnology Advancement Group, Inc. 401(k) and Profit Sharing PlanTechnology Advancement Group…$4MMis Choice, Inc. 401(k) Plan$4MTrevena, Inc. 401(k) Plan$4MCommunity Counseling Center of Mercer County 401(k) Profit Sharing PlanCommunity Counseling Center …$4M
End-of-year total assets ($M) among H.E.P. Materials Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$39K
Employer EIN160912572
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.E.P. Materials Corp.)

Sponsor-wide plan assets over time

All H.E.P. Materials Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.288462156538605% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.58M $3.91M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 153 $4M
2024 1 149 $4M

Nearby 401(k) Plans in New York

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

H.E.P. Materials Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants H.E.P. Materials Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.003910445 · Participants: 149H.E.P. Materials Corp. 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
H.E.P. Materials Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare H.E.P. Materials Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

H.E.P. Materials Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan in VA ($4M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did H.E.P. Materials Corp. 401(k) Profit Sharing Plan assets move in 2024? ▼
H.E.P. Materials Corp. 401(k) Profit Sharing Plan held essentially flat - down 1.0% during 2024, from $4M to $4M. Reported net income was -$39K.
How have H.E.P. Materials Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.E.P. Materials Corp.'s sponsor-wide assets grew 9.3%, from $4M to $4M.
Which 401(k) plans are similar in size to H.E.P. Materials Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan in VA ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to H.E.P. Materials Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160912572.

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.