401(k) · DOL Form 5500 · 2024

Heimark Distributing, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
221
Participants Below avg headcount
82nd
Percentile by assets National rank
$185,918
Avg per participant Above avg balance/head
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Official DOL plan name: Heimark Distributing, LLC 401 (K) Plan · Sponsored by Heimark Distributing, LLC · California · Wholesale Trade

$41M in assets, 221 participants

Heimark Distributing, LLC's Heimark Distributing, LLC 401 (K) Plan reported $41M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,986 in Wholesale Trade (6,080 peers)

Coverage in California

Heimark Distributing, LLC 401 (K) Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $41M.

#4,986
in Wholesale Trade (6,080 peers)
-1.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $400K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heimark Distributing, LLC 401 (K) Plan's outsized position by total assets

Heimark Distributing, LLC 401 (K) Plan vs every filed plan by assets

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

$41,087,770 Top 18% higher than 82% 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

Heimark Distributing, LLC 401 (K) 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. Heimark Distributing, LLC 401 (K) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heimark Distributing, LLC 401 (K) Plan reported net income fell from $4M in the plan year 2023 filing to -$400K in the plan year 2024 filing.
  • Heimark Distributing, LLC 401 (K) Plan reported participants fell from 231 in the plan year 2023 filing to 221 in the plan year 2024 filing.
  • Heimark Distributing, LLC 401 (K) Plan end-of-year assets fell from $41M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951969507 · Heimark Distributing, LLC PY 2024 · 401(k)

Heimark Distributing, LLC 401 (K) Plan · $41M · 221 · 82nd

  • EIN $41M
  • RANK 221
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Offshore Energy Services 401(k) Profit Sharing Plan
  • 5500 ind #4986

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 Wholesale Trade retirement plans → · Plans in California →

Heimark Distributing, LLC 401 (K) Plan in the asset neighbourhood

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))Meltzer,Lippe,Goldstein & Br…$41MOffshore Energy Services 401(k) Profit Sharing PlanOffshore Energy Services 401…$41MWausau Tile Retirement & Savings PlanWausau Tile Retirement & Sav…$41MHeimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$41MGesa Credit Union 401(k) Plan and TrustGesa Credit Union 401(k) Pla…$41M
End-of-year total assets ($M) among Heimark Distributing, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$41M
Net Income-$400K
Employer EIN951969507
Plan Effective Date1975-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Heimark Distributing, LLC)

Sponsor-wide plan assets over time

All Heimark Distributing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 10.127604321481988% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.3M $41.1M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 210 $37M
2023 1 231 $41M
2024 1 221 $41M

Nearby 401(k) Plans in California

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

Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heimark Distributing, LLC 401 (K) Plan, Total assets ($B): 0.04108777 · Participants: 221Heimark Distributing, LLC 401 (K) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Heimark Distributing, LLC 401 (K) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heimark Distributing, LLC 401 (K) Plan side-by-side with 3 peers →

Heimark Distributing, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Offshore Energy Services 401(k) Profit Sharing Plan in LA ($41M); by covered participants it is Sage Atc Environmental Consulting LLC 401(k) Plan in TX (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Heimark Distributing, LLC 401 (K) Plan assets move in 2024? ▼
Heimark Distributing, LLC 401 (K) Plan held essentially flat - down 1.0% during 2024, from $41M to $41M. Reported net income was -$400K.
How have Heimark Distributing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heimark Distributing, LLC's sponsor-wide assets grew 10.1%, from $37M to $41M.
Where does Heimark Distributing, LLC 401 (K) Plan rank by assets among Form 5500 filers? ▼
Heimark Distributing, LLC 401 (K) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Offshore Energy Services 401(k) Profit Sharing Plan in LA ($41M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Heimark Distributing, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sage Atc Environmental Consulting LLC 401(k) Plan in TX (221 participants, N/A 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 951969507.

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.