401(k) · DOL Form 5500 · 2024

Heller Machine Tools, L.P. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
86
Participants Small participant base
73rd
Percentile by assets National rank
$275,324
Avg per participant High balance/head
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Official DOL plan name: Heller Machine Tools, L.P. 401(k) Plan · Sponsored by Heller Machine Tools, L.P. · Michigan · Wholesale Trade

$24M in assets, 86 participants

Heller Machine Tools, L.P.'s Heller Machine Tools, L.P. 401(k) Plan reported $24M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,291 in Wholesale Trade (6,080 peers)

Heller Machine Tools, L.P. multi-year trail

Heller Machine Tools, L.P.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Heller Machine Tools, L.P. 401(k) Plan at $24M / 86 participants.

#4,291
in Wholesale Trade (6,080 peers)
+0.6%
assets growth YoY

Heller Machine Tools, L.P. 401(k) Plan's outsized position by total assets

Heller Machine Tools, L.P. 401(k) Plan vs every filed plan by assets

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

$23,677,851 Top 27% higher than 73% 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

Heller Machine Tools, L.P. 401(k) 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. Heller Machine Tools, L.P. 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heller Machine Tools, L.P. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $145K in the plan year 2024 filing.
  • Heller Machine Tools, L.P. 401(k) Plan reported participants rose from 82 in the plan year 2023 filing to 86 in the plan year 2024 filing.
  • Heller Machine Tools, L.P. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363451874 · Heller Machine Tools, L.P. PY 2024 · 401(k)

Heller Machine Tools, L.P. 401(k) Plan · $24M · 86 · 73rd

  • SCH $24M
  • SCH 86
  • SCH 73rd
  • SCH 401(k)
  • SCH near Surefire, LLC 401(k) Plan
  • SCH ind #4291

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 Michigan →

Heller Machine Tools, L.P. 401(k) Plan in the asset neighbourhood

Heller Machine Tools, L.P. 401(k) PlanHeller Machine Tools, L.P. 4…$24MSurefire, LLC 401(k) Plan$24MCypress/Dod 401(k) Plan$24MTexas Research International, Inc. 401(k) PlanTexas Research International…$24ML'occitane, Inc. 401(k) Profit Sharing PlanL'occitane, Inc. 401(k) Prof…$24M
End-of-year total assets ($M) among Heller Machine Tools, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heller Machine Tools, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Heller Machine Tools, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.518837571058317% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20M $23.7M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 75 $20M
2023 1 82 $24M
2024 1 86 $24M

Heller Machine Tools, L.P. filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$145K
Employer EIN363451874
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Heller Machine Tools, L.P. 401(k) Plan, Total assets ($B): 0.023677851 · Participants: 86Heller Machine Tools, L.P. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heller Machine Tools, L.P. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heller Machine Tools, L.P. 401(k) Plan side-by-side with 3 peers →

Heller Machine Tools, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Surefire, LLC 401(k) Plan in CA ($24M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Heller Machine Tools, L.P. 401(k) Plan assets move in 2024? ▼
Heller Machine Tools, L.P. 401(k) Plan held essentially flat - up 0.6% during 2024, from $24M to $24M. Reported net income was $145K.
How have Heller Machine Tools, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Machine Tools, L.P.'s sponsor-wide assets grew 18.5%, from $20M to $24M.
Which 401(k) plans are similar in size to Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surefire, LLC 401(k) Plan in CA ($24M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Heller Machine Tools, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 363451874.

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.