401(k) · DOL Form 5500 · 2024

Heattek, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
80
Participants Small participant base
59th
Percentile by assets National rank
$146,382
Avg per participant Above avg balance/head
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Official DOL plan name: Heattek, Inc. Savings and Retirement Plan · Sponsored by Heattek, Inc. · Wisconsin · Manufacturing

$12M in assets, 80 participants

Heattek, Inc.'s Heattek, Inc. Savings and Retirement Plan reported $12M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,137 in Manufacturing (17,777 peers)

Heattek, Inc. multi-year trail

Heattek, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Heattek, Inc. Savings and Retirement Plan at $12M / 80 participants.

#8,137
in Manufacturing (17,777 peers)
+16.0%
assets growth YoY

Heattek, Inc. Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Heattek, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$11,710,547 Top 41% higher than 59% 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

Heattek, Inc. Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heattek, Inc. Savings and Retirement Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heattek, Inc. Savings and Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heattek, Inc. Savings and Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 392031247 · Heattek, Inc. PY 2024 · 401(k)

Heattek, Inc. Savings and Retirement Plan · $12M · 80 · 59th

  • EBSA $12M
  • PART 80
  • TYPE 59th
  • NET 401(k)
  • BOOK near Minor League Baseball Players 401(k) Plan
  • VS-ST ind #8137

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 Wisconsin →

Heattek, Inc. Savings and Retirement Plan in the asset neighbourhood

Heattek, Inc. Savings and Retirement PlanHeattek, Inc. Savings and Re…$12MMinor League Baseball Players 401(k) PlanMinor League Baseball Player…$12MGem Technologies, Inc. 401(k) PlanGem Technologies, Inc. 401(k…$12MJsh Properties Incorporated 401(k) Profit Sharing Plan & TrustJsh Properties Incorporated …$12MPhillips and Company Advisors 401(k) Profit Sharing Plan and TrustPhillips and Company Advisor…$12M
End-of-year total assets ($M) among Heattek, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heattek, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heattek, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.88553058191492% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.95M $11.7M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 80 $10M
2024 1 80 $12M

Heattek, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN392031247
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Heattek, Inc. Savings and Retirement Plan, Total assets ($B): 0.011710547 · Participants: 80Heattek, Inc. Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Heattek, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Heattek, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Minor League Baseball Players 401(k) Plan in PA ($12M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Heattek, Inc. Savings and Retirement Plan assets move in 2024?
Heattek, Inc. Savings and Retirement Plan grew sharply - up 16.0% during 2024, from $10M to $12M. Reported net income was $2M.
How have Heattek, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Heattek, Inc.'s sponsor-wide assets grew 30.9%, from $9M to $12M.
Which 401(k) plans are similar in size to Heattek, Inc. Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Minor League Baseball Players 401(k) Plan in PA ($12M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Heattek, Inc. Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).