401(k) · DOL Form 5500 · 2024

Heroux Corp. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
293
Participants Below avg headcount
75th
Percentile by assets National rank
$91,280
Avg per participant Below avg balance/head
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Official DOL plan name: Heroux Corp. 401(k) Retirement Plan · Sponsored by Heroux Corp. · Ohio · Manufacturing

$27M in assets, 293 participants

Heroux Corp.'s Heroux Corp. 401(k) Retirement Plan reported $27M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,786 in Manufacturing (17,777 peers)

Coverage in Ohio

Heroux Corp. 401(k) Retirement Plan covers 293 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#11,786
in Manufacturing (17,777 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heroux Corp. 401(k) Retirement Plan's outsized position by total assets

Heroux Corp. 401(k) Retirement Plan vs every filed plan by assets

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

$26,744,942 Top 25% higher than 75% 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

Heroux Corp. 401(k) Retirement 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. Heroux Corp. 401(k) Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heroux Corp. 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heroux Corp. 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Heroux Corp. 401(k) Retirement Plan reported participants rose from 268 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510304364 · Heroux Corp. PY 2024 · 401(k)

Heroux Corp. 401(k) Retirement Plan · $27M · 293 · 75th

  • VS-ST $27M
  • BOY 293
  • SCH 75th
  • EBSA 401(k)
  • PART near Mra - the Management Association, Inc. 401(k) Plan
  • TYPE ind #11786

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 Manufacturing retirement plans → · Plans in Ohio →

Heroux Corp. 401(k) Retirement Plan in the asset neighbourhood

Heroux Corp. 401(k) Retirement PlanHeroux Corp. 401(k) Retireme…$27MMra - the Management Association, Inc. 401(k) PlanMra - the Management Associa…$27MPaytronix Systems, Inc. 401(k) Profit Sharing PlanPaytronix Systems, Inc. 401(…$27MZb Davis 401(k) Plan$27MNed Davis Research Inc and Affiliated Companies 401(k) PlanNed Davis Research Inc and A…$27M
End-of-year total assets ($M) among Heroux Corp. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN510304364
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heroux Corp.)

Sponsor-wide plan assets over time

All Heroux Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.27648749053426% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.7M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 272 $20M
2023 1 268 $24M
2024 1 293 $27M

Nearby 401(k) Plans in Ohio

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

Heroux Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heroux Corp. 401(k) Retirement Plan, Total assets ($B): 0.026744942 · Participants: 293Heroux Corp. 401(k) Retirement 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
Heroux Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heroux Corp. 401(k) Retirement Plan side-by-side with 3 peers →

Heroux Corp. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mra - the Management Association, Inc. 401(k) Plan in WI ($27M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Heroux Corp. 401(k) Retirement Plan assets move in 2024? ▼
Heroux Corp. 401(k) Retirement Plan grew at a solid clip - up 12.1% during 2024, from $24M to $27M. Reported net income was $3M.
How have Heroux Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heroux Corp.'s sponsor-wide assets grew 32.3%, from $20M to $27M.
Where does Heroux Corp. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heroux Corp. 401(k) Retirement Plan ranks in the 75th 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 Heroux Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mra - the Management Association, Inc. 401(k) Plan in WI ($27M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Heroux Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M 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 510304364.

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.