401(k) · DOL Form 5500 · 2024
Heffernan Insurance Brokers 401(k) Plan
Data updated 2026-08-11
- $130M
- Total assets
- 702
- Participants
- 92nd
- Percentile by assets
- $184,779
- Avg per participant
Official DOL plan name: Heffernan Insurance Brokers 401(k) Plan · Sponsored by Heffernan Insurance Brokers · California · Finance & Insurance
$130M in assets, 702 participants
Heffernan Insurance Brokers's Heffernan Insurance Brokers 401(k) Plan reported $130M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,498 in Finance & Insurance (8,549 peers)
Where Heffernan Insurance Brokers 401(k) Plan sits by assets
Heffernan Insurance Brokers 401(k) Plan sits in the top 10% of all filed plans by assets, $130M for 702 participants (~$184,779/participant), up 18.1% in 2024.
- $130M
- total plan assets (2024 EOY)
- 702
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $184,779
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heffernan Insurance Brokers 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Heffernan Insurance Brokers 401(k) Plan end-of-year assets rose from $110M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Heffernan Insurance Brokers 401(k) Plan reported participants rose from 610 in the plan year 2023 filing to 702 in the plan year 2024 filing.
Heffernan Insurance Brokers 401(k) Plan vs the 2024 asset distribution
By assets, Heffernan Insurance Brokers 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $20M |
| Employer EIN | 942506099 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heffernan Insurance Brokers)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 527 | $92M |
| 2023 | 1 | 610 | $110M |
| 2024 | 1 | 702 | $130M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Heffernan Insurance Brokers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heffernan Insurance Brokers 401(k) Plan by total assets, not by location.
- The Cadmus Group, Inc. 401(k) Profit Sharing Plan (VA) $130M · 595
- Radiology Partners, Inc. Associate Plan (TX) $130M · 721
- Puma North America, Inc. 401(k) Plan (MA) $130M · 2,018
- Associa, Inc. 401(k) Plan (TX) $130M · 6,146
Frequently Asked Questions
How did Heffernan Insurance Brokers 401(k) Plan assets move in 2024? ▼
How have Heffernan Insurance Brokers plan assets changed over time? ▼
Where does Heffernan Insurance Brokers 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Heffernan Insurance Brokers 401(k) Plan? ▼
Next read for Heffernan Insurance Brokers 401(k) Plan
Scale reading
Ways to act on Heffernan Insurance Brokers 401(k) Plan's numbers.
- By total assets, Heffernan Insurance Brokers 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Heffernan Insurance Brokers's sponsor-wide assets have grown 41.6% since 2022 across 3 plan years on file. More Finance & Insurance plans