401(k) · DOL Form 5500 · 2024

Heraeus Incorporated 401(k) Plan

Data updated 2026-08-25

$319M
Total assets Above avg plan size
1,974
Participants Near avg headcount
96th
Percentile by assets National rank
$161,543
Avg per participant Above avg balance/head
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Official DOL plan name: Heraeus Incorporated 401(k) Retirement Plan · Sponsored by Heraeus Incorporated · Pennsylvania · Manufacturing

$319M in assets, 1,974 participants

Heraeus Incorporated's Heraeus Incorporated 401(k) Retirement Plan reported $319M in total assets and 1,974 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,659 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Heraeus Incorporated 401(k) Retirement Plan covers 1,974 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $319M.

#16,659
in Manufacturing (17,777 peers)
+9.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Heraeus Incorporated 401(k) Retirement Plan's outsized position by total assets

Heraeus Incorporated 401(k) Retirement Plan vs every filed plan by assets

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

$318,886,344 Top 4% higher than 96% 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

Heraeus Incorporated 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heraeus Incorporated 401(k) Retirement Plan lands in the large band (1,974 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heraeus Incorporated 401(k) Retirement Plan reported net income fell from $49M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Heraeus Incorporated 401(k) Retirement Plan end-of-year assets rose from $292M in the plan year 2023 filing to $319M in the plan year 2024 filing.
  • Heraeus Incorporated 401(k) Retirement Plan reported participants rose from 1,929 in the plan year 2023 filing to 1,974 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222209713 · Heraeus Incorporated PY 2024 · 401(k)

Heraeus Incorporated 401(k) Retirement Plan · $319M · 1,974 · 96th

  • TYPE $319M
  • TYPE 1,974
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Exelixis, Inc. 401(k) Plan
  • TYPE ind #16659

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 Pennsylvania →

Heraeus Incorporated 401(k) Retirement Plan in the asset neighbourhood

Exelixis, Inc. 401(k) Plan$319MHeraeus Incorporated 401(k) Retirement PlanHeraeus Incorporated 401(k) …$319MValvoline 401(k) Plan$319MAxient 401(k) Plan$319MCarters 401(k) Savings Plan$319M
End-of-year total assets ($M) among Heraeus Incorporated 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$319M
Net Income$27M
Employer EIN222209713
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heraeus Incorporated)

Sponsor-wide plan assets over time

All Heraeus Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$319M 31.241218932074638% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $243M $319M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 1,745 $243M
2023 1 1,929 $292M
2024 1 1,974 $319M

Nearby 401(k) Plans in Pennsylvania

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

Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Heraeus Incorporated 401(k) Retirement Plan, Total assets ($B): 0.318886344 · Participants: 1974Heraeus Incorporated 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Heraeus Incorporated 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heraeus Incorporated 401(k) Retirement Plan side-by-side with 3 peers →

Heraeus Incorporated 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Exelixis, Inc. 401(k) Plan in CA ($319M); by covered participants it is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,974 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($319M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,974 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 Heraeus Incorporated 401(k) Retirement Plan assets move in 2024? ▼
Heraeus Incorporated 401(k) Retirement Plan grew at a solid clip - up 9.4% during 2024, from $292M to $319M. Reported net income was $27M.
How have Heraeus Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heraeus Incorporated's sponsor-wide assets grew 31.2%, from $243M to $319M.
Where does Heraeus Incorporated 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heraeus Incorporated 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heraeus Incorporated 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exelixis, Inc. 401(k) Plan in CA ($319M, 1,308 participants).
Which 401(k) plans cover a similar participant headcount to Heraeus Incorporated 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,974 participants, $402M 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 222209713.

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.