401(k) · DOL Form 5500 · 2024
Asphalt Materials, Inc. 401(k) Plan
Data updated 2026-08-11
- $557M
- Total assets
- 3,856
- Participants
- 97th
- Percentile by assets
- $144,388
- Avg per participant
Official DOL plan name: Heritage Group Retirement Savings Plan · Sponsored by Asphalt Materials, Inc. · Indiana · Manufacturing
$557M in assets, 3,856 participants
Asphalt Materials, Inc.'s Heritage Group Retirement Savings Plan reported $557M in total assets and 3,856 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #17,055 in Manufacturing (17,777 peers)
Coverage in Indiana
Heritage Group Retirement Savings Plan covers 3,856 participants in Indiana, 7.1x the typical Indiana plan (state average ~541 per filing). Assets: $557M.
- $557M
- total plan assets (2024 EOY)
- 3,856
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $144,388
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Group Retirement Savings Plan reported net income fell from $113M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Heritage Group Retirement Savings Plan end-of-year assets fell from $665M in the plan year 2023 filing to $557M in the plan year 2024 filing.
- Heritage Group Retirement Savings Plan reported participants rose from 3,568 in the plan year 2023 filing to 3,856 in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Heritage Group Retirement Savings Plan reports 3,856 participants - 7.1x that state average ($557M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $665M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | $58M |
| Employer EIN | 351002095 |
| Plan Effective Date | 1978-06-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asphalt Materials, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,366 | $552M |
| 2023 | 1 | 3,568 | $665M |
| 2024 | 1 | 3,856 | $557M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Heritage Group Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heritage Group Retirement Savings Plan by total assets, not by location.
- Sound Physicians 401(k) Plan (WA) $557M · 4,698
- Equity League 401(k) Plan (NY) $557M · 23,362
- Hd Supply 401(k) Retirement Plan (GA) $556M · 11,753
- Aar Corp. Retirement Savings Plan (IL) $557M · 3,848
Frequently Asked Questions
How did Heritage Group Retirement Savings Plan assets move in 2024? ▼
How have Asphalt Materials, Inc. plan assets changed over time? ▼
Where does Heritage Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Heritage Group Retirement Savings Plan? ▼
Next read for Heritage Group Retirement Savings Plan
Filing takeaways
Ways to act on Heritage Group Retirement Savings Plan's numbers.
- By total assets, Heritage Group Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Asphalt Materials, Inc.'s sponsor-wide assets have grown 0.8% since 2022 across 3 plan years on file. More Manufacturing plans