401(k) · DOL Form 5500 · 2024

Heffernan Insurance Brokers 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
702
Participants Below avg headcount
92nd
Percentile by assets National rank
$184,779
Avg per participant Above avg balance/head
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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.

  • #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.

#7,498
in Finance & Insurance (8,549 peers)
+18.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Heffernan Insurance Brokers 401(k) Plan's outsized position by total assets

Heffernan Insurance Brokers 401(k) Plan vs every filed plan by assets

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

$129,714,873 Top 8% higher than 92% 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

Heffernan Insurance Brokers 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. Heffernan Insurance Brokers 401(k) Plan sits mid-pack in the medium band (702 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942506099 · Heffernan Insurance Brokers PY 2024 · 401(k)

Heffernan Insurance Brokers 401(k) Plan · $130M · 702 · 92nd

  • BOOK $130M
  • BOOK 702
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near The Cadmus Group, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #7498

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 Finance & Insurance retirement plans → · Plans in California →

Heffernan Insurance Brokers 401(k) Plan in the asset neighbourhood

Heffernan Insurance Brokers 401(k) PlanHeffernan Insurance Brokers …$130MThe Cadmus Group, Inc. 401(k) Profit Sharing PlanThe Cadmus Group, Inc. 401(k…$130MRadiology Partners, Inc. Associate PlanRadiology Partners, Inc. Ass…$130MPuma North America, Inc. 401(k) PlanPuma North America, Inc. 401…$130MAssocia, Inc. 401(k) Plan$130M
End-of-year total assets ($M) among Heffernan Insurance Brokers 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)$110M
Net Assets (End of Year)$130M
Net Income$20M
Employer EIN942506099
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heffernan Insurance Brokers)

Sponsor-wide plan assets over time

All Heffernan Insurance Brokers plans reported in each filing year

Latest sponsor-wide plan assets
$130M 41.60967658082389% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $91.6M $130M ▲ +41.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heffernan Insurance Brokers 401(k) Plan, Total assets ($B): 0.129714873 · Participants: 702Heffernan Insurance Brokers 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
Heffernan Insurance Brokers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heffernan Insurance Brokers 401(k) Plan side-by-side with 3 peers →

Heffernan Insurance Brokers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Cadmus Group, Inc. 401(k) Profit Sharing Plan in VA ($130M); by covered participants it is Timber Products Co. 401(k) Plan in OR (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 Heffernan Insurance Brokers 401(k) Plan assets move in 2024? ▼
Heffernan Insurance Brokers 401(k) Plan grew sharply - up 18.1% during 2024, from $110M to $130M. Reported net income was $20M.
How have Heffernan Insurance Brokers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heffernan Insurance Brokers's sponsor-wide assets grew 41.6%, from $92M to $130M.
Where does Heffernan Insurance Brokers 401(k) Plan rank by assets among Form 5500 filers? ▼
Heffernan Insurance Brokers 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heffernan Insurance Brokers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cadmus Group, Inc. 401(k) Profit Sharing Plan in VA ($130M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Heffernan Insurance Brokers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timber Products Co. 401(k) Plan in OR (702 participants, $60M 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 942506099.

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.