401(k) · DOL Form 5500 · 2024

J.D. Heiskell Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
560
Participants Below avg headcount
88th
Percentile by assets National rank
$133,034
Avg per participant Near avg balance/head
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Official DOL plan name: J.D. Heiskell Holdings, LLC 401(k) Plan · Sponsored by J.D. Heiskell Holdings, LLC · California · Manufacturing

$74M in assets, 560 participants

J.D. Heiskell Holdings, LLC's J.D. Heiskell Holdings, LLC 401(k) Plan reported $74M in total assets and 560 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,699 in Manufacturing (17,777 peers)

Where J.D. Heiskell Holdings, LLC 401(k) Plan sits by assets

J.D. Heiskell Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for 560 participants (~$133,034/participant), up 16.9% in 2024.

#14,699
in Manufacturing (17,777 peers)
+16.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

J.D. Heiskell Holdings, LLC 401(k) Plan's outsized position by total assets

J.D. Heiskell Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$74,498,775 Top 12% higher than 88% 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

J.D. Heiskell Holdings, 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. J.D. Heiskell Holdings, LLC 401(k) Plan sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.D. Heiskell Holdings, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • J.D. Heiskell Holdings, LLC 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • J.D. Heiskell Holdings, LLC 401(k) Plan reported participants fell from 604 in the plan year 2023 filing to 560 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770543702 · J.D. Heiskell Holdings, LLC PY 2024 · 401(k)

J.D. Heiskell Holdings, LLC 401(k) Plan · $74M · 560 · 88th

  • EIN $74M
  • RANK 560
  • PHOTO 88th
  • IND 401(k)
  • EOY near Stephen Gould Corporation Retirement Plan
  • 5500 ind #14699

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 California →

J.D. Heiskell Holdings, LLC 401(k) Plan in the asset neighbourhood

Kerber, Eck & Braeckel LLP 401(k) Profit Sharing PlanKerber, Eck & Braeckel LLP 4…$75MJ.D. Heiskell Holdings, LLC 401(k) PlanJ.D. Heiskell Holdings, LLC …$74MStephen Gould Corporation Retirement PlanStephen Gould Corporation Re…$74MJrs USA 401(k) Plan$74MDierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$74M
End-of-year total assets ($M) among J.D. Heiskell Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$11M
Employer EIN770543702
Plan Effective Date1974-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (J.D. Heiskell Holdings, LLC)

Sponsor-wide plan assets over time

All J.D. Heiskell Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 29.692883594423037% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.4M $74.5M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 611 $57M
2023 1 604 $64M
2024 1 560 $74M

Nearby 401(k) Plans in California

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

J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J.D. Heiskell Holdings, LLC 401(k) Plan, Total assets ($B): 0.074498775 · Participants: 560J.D. Heiskell Holdings, 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
J.D. Heiskell Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.D. Heiskell Holdings, LLC 401(k) Plan side-by-side with 3 peers →

J.D. Heiskell Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stephen Gould Corporation Retirement Plan in NJ ($74M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 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 J.D. Heiskell Holdings, LLC 401(k) Plan assets move in 2024? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan grew sharply - up 16.9% during 2024, from $64M to $74M. Reported net income was $11M.
How have J.D. Heiskell Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.D. Heiskell Holdings, LLC's sponsor-wide assets grew 29.7%, from $57M to $74M.
Where does J.D. Heiskell Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
J.D. Heiskell Holdings, LLC 401(k) Plan ranks in the 88th 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 J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephen Gould Corporation Retirement Plan in NJ ($74M, 495 participants).
Which 401(k) plans cover a similar participant headcount to J.D. Heiskell Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Range Resources Corporation 401(k) Plan in TX (560 participants, $213M 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 770543702.

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.