401(k) · DOL Form 5500 · 2024

Heinen's, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
781
Participants Near avg headcount
88th
Percentile by assets National rank
$90,196
Avg per participant Below avg balance/head
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Official DOL plan name: Heinen's Inc. Associates' Retirement Income Plan · Sponsored by Heinen's, Inc. · Ohio · Retail Trade

$70M in assets, 781 participants

Heinen's, Inc.'s Heinen's Inc. Associates' Retirement Income Plan reported $70M in total assets and 781 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.

  • #7,490 in Retail Trade (8,048 peers)

Where Heinen's Inc. Associates' Retirement Income Plan sits by assets

Heinen's Inc. Associates' Retirement Income Plan sits in the top quartile of all filed plans by assets, $70M for 781 participants (~$90,196/participant), up 14.1% in 2024.

#7,490
in Retail Trade (8,048 peers)
+14.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Heinen's Inc. Associates' Retirement Income Plan's outsized position by total assets

Heinen's Inc. Associates' Retirement Income Plan vs every filed plan by assets

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

$70,443,009 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

Heinen's Inc. Associates' Retirement Income 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. Heinen's Inc. Associates' Retirement Income Plan sits mid-pack in the medium band (781 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heinen's Inc. Associates' Retirement Income Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Heinen's Inc. Associates' Retirement Income Plan end-of-year assets rose from $62M in the plan year 2023 filing to $70M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340673060 · Heinen's, Inc. PY 2024 · 401(k)

Heinen's Inc. Associates' Retirement Income Plan · $70M · 781 · 88th

  • IND $70M
  • IND 781
  • IND 88th
  • IND 401(k)
  • IND near Sumitomo Machinery Corporation of America Savings and Investment Plan
  • IND ind #7490

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 Retail Trade retirement plans → · Plans in Ohio →

Heinen's Inc. Associates' Retirement Income Plan in the asset neighbourhood

Clarks Americas, Inc. Savings PlanClarks Americas, Inc. Saving…$70MIntegrated Medical Group, P.C. Ret. PlanIntegrated Medical Group, P.…$70MHeinen's Inc. Associates' Retirement Income PlanHeinen's Inc. Associates' Re…$70MSumitomo Machinery Corporation of America Savings and Investment PlanSumitomo Machinery Corporati…$70MPurity Cylinder Gases, Inc. Profit Sharing and 401(k) PlanPurity Cylinder Gases, Inc. …$70M
End-of-year total assets ($M) among Heinen's Inc. Associates' Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN340673060
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heinen's, Inc.)

Sponsor-wide plan assets over time

All Heinen's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 28.96641804099408% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.6M $70.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 677 $55M
2023 1 775 $62M
2024 1 781 $70M

Nearby 401(k) Plans in Ohio

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

Heinen's Inc. Associates' Retirement Income Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heinen's Inc. Associates' Retirement Income Plan, Total assets ($B): 0.070443009 · Participants: 781Heinen's Inc. Associates' Retirement Income PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Heinen's Inc. Associates' Retirement Income Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heinen's Inc. Associates' Retirement Income Plan side-by-side with 3 peers →

Heinen's Inc. Associates' Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sumitomo Machinery Corporation of America Savings and Investment Plan in VA ($70M); by covered participants it is Noom, Inc. 401(k) Plan in NJ (781 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (781 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 Heinen's Inc. Associates' Retirement Income Plan assets move in 2024? ▼
Heinen's Inc. Associates' Retirement Income Plan grew at a solid clip - up 14.1% during 2024, from $62M to $70M. Reported net income was $9M.
How have Heinen's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heinen's, Inc.'s sponsor-wide assets grew 29.0%, from $55M to $70M.
Where does Heinen's Inc. Associates' Retirement Income Plan rank by assets among Form 5500 filers? ▼
Heinen's Inc. Associates' Retirement Income 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 Heinen's Inc. Associates' Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sumitomo Machinery Corporation of America Savings and Investment Plan in VA ($70M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Heinen's Inc. Associates' Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noom, Inc. 401(k) Plan in NJ (781 participants, $27M 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 340673060.

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.