401(k) · DOL Form 5500 · 2023

Hef-USA, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
358
Participants Below avg headcount
64th
Percentile by assets National rank
$35,877
Avg per participant Low balance/head
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Official DOL plan name: Hef-USA, Inc 401(k) Plan · Sponsored by Hef-USA, Inc. · Ohio · Transportation & Warehousing

$13M in assets, 358 participants

Hef-USA, Inc.'s Hef-USA, Inc 401(k) Plan reported $13M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,165 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Hef-USA, Inc 401(k) Plan covers 358 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#2,165
in Transportation & Warehousing (3,362 peers)
+17.7%
assets growth YoY

Hef-USA, Inc 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Hef-USA, Inc 401(k) Plan vs every filed plan by assets

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

$12,843,833 Top 36% higher than 64% 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

Hef-USA, Inc 401(k) 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. Hef-USA, Inc 401(k) Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hef-USA, Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hef-USA, Inc 401(k) Plan reported participants rose from 228 in the plan year 2022 filing to 358 in the plan year 2023 filing.
  • Hef-USA, Inc 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311370673 · Hef-USA, Inc. PY 2023 · 401(k)

Hef-USA, Inc 401(k) Plan · $13M · 358 · 64th

  • EOY $13M
  • EOY 358
  • EOY 64th
  • EOY 401(k)
  • EOY near Smith-Emery International, Inc. 401(k) Plan
  • EOY ind #2165

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Hef-USA, Inc 401(k) Plan in the asset neighbourhood

Hef-USA, Inc 401(k) Plan$13MSmith-Emery International, Inc. 401(k) PlanSmith-Emery International, I…$13MEnergy Income Partners 401(k) Retirement PlanEnergy Income Partners 401(k…$13MAcr Homes, Inc. 401(k) Profit Sharing Plan and TrustAcr Homes, Inc. 401(k) Profi…$13MMau, Inc. 401(k) Profit Sharing PlanMau, Inc. 401(k) Profit Shar…$13M
End-of-year total assets ($M) among Hef-USA, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN311370673
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hef-USA, Inc.)

Sponsor-wide plan assets over time

All Hef-USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 36.285796983070554% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.9M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 228 $11M
2023 1 358 $13M
2024 1 408 $15M

Nearby 401(k) Plans in Ohio

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

Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hef-USA, Inc 401(k) Plan, Total assets ($B): 0.012843833 · Participants: 358Hef-USA, Inc 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hef-USA, Inc 401(k) Plan side-by-side with 3 peers →

Hef-USA, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Smith-Emery International, Inc. 401(k) Plan in CA ($13M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Hef-USA, Inc 401(k) Plan assets move in 2023? ▼
Hef-USA, Inc 401(k) Plan grew sharply - up 17.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Hef-USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hef-USA, Inc.'s sponsor-wide assets grew 36.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Hef-USA, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith-Emery International, Inc. 401(k) Plan in CA ($13M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Hef-USA, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 311370673.

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.