401(k) · DOL Form 5500 · 2024

Heely-Brown Company, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
130
Participants Small participant base
58th
Percentile by assets National rank
$84,562
Avg per participant Below avg balance/head
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Official DOL plan name: Heely-Brown Company, Inc. 401(k) Plan · Sponsored by Heely-Brown Company, Inc. · Georgia · Wholesale Trade

$11M in assets, 130 participants

Heely-Brown Company, Inc.'s Heely-Brown Company, Inc. 401(k) Plan reported $11M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,004 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Heely-Brown Company, Inc. 401(k) Plan covers 130 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#3,004
in Wholesale Trade (6,080 peers)
+5.0%
assets growth YoY

Heely-Brown Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Heely-Brown Company, Inc. 401(k) Plan vs every filed plan by assets

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

$10,993,039 Top 42% higher than 58% 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

Heely-Brown Company, Inc. 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. Heely-Brown Company, Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heely-Brown Company, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $519K in the plan year 2024 filing.
  • Heely-Brown Company, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Heely-Brown Company, Inc. 401(k) Plan reported participants rose from 128 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 580534179 · Heely-Brown Company, Inc. PY 2024 · 401(k)

Heely-Brown Company, Inc. 401(k) Plan · $11M · 130 · 58th

  • PCT $11M
  • PCT 130
  • PCT 58th
  • PCT 401(k)
  • PCT near Igel Technology Corporation 401(k) Profit Sharing Plan and Trust
  • PCT ind #3004

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 Georgia →

Heely-Brown Company, Inc. 401(k) Plan in the asset neighbourhood

Heely-Brown Company, Inc. 401(k) PlanHeely-Brown Company, Inc. 40…$11MIgel Technology Corporation 401(k) Profit Sharing Plan and TrustIgel Technology Corporation …$11MAshley Stewart, Inc. 401(k) PlanAshley Stewart, Inc. 401(k) …$11MGassearch Drilling Services Corporation 401(k) PlanGassearch Drilling Services …$11MMckie Ford Lincoln, Inc & Affiliates 401(k) PlanMckie Ford Lincoln, Inc & Af…$11M
End-of-year total assets ($M) among Heely-Brown Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$519K
Employer EIN580534179
Plan Effective Date1970-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heely-Brown Company, Inc.)

Sponsor-wide plan assets over time

All Heely-Brown Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.50664835963013% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.9M $11M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 125 $9M
2023 1 128 $10M
2024 1 130 $11M

Nearby 401(k) Plans in Georgia

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

Heely-Brown Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Heely-Brown Company, Inc. 401(k) Plan, Total assets ($B): 0.010993039 · Participants: 130Heely-Brown Company, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Heely-Brown Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heely-Brown Company, Inc. 401(k) Plan side-by-side with 3 peers →

Heely-Brown Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Igel Technology Corporation 401(k) Profit Sharing Plan and Trust in CA ($11M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Heely-Brown Company, Inc. 401(k) Plan assets move in 2024? ▼
Heely-Brown Company, Inc. 401(k) Plan edged up modestly - up 5.0% during 2024, from $10M to $11M. Reported net income was $519K.
How have Heely-Brown Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heely-Brown Company, Inc.'s sponsor-wide assets grew 23.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Heely-Brown Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Igel Technology Corporation 401(k) Profit Sharing Plan and Trust in CA ($11M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Heely-Brown Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 580534179.

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.