401(k) · DOL Form 5500 · 2024

Heineken USA, Inc. 401(k) Plan

Data updated 2026-08-11

$209M
Total assets
438
Participants
94th
Percentile by assets
$476,737
Avg per participant
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Official DOL plan name: Heineken USA Savings and Retirement Plan · Sponsored by Heineken USA, Inc. · New York · Wholesale Trade

$209M in assets, 438 participants

Heineken USA, Inc.'s Heineken USA Savings and Retirement Plan reported $209M in total assets and 438 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #5,823 in Wholesale Trade (6,080 peers)

Where Heineken USA Savings and Retirement Plan sits by assets

Heineken USA Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $209M for 438 participants (~$476,737/participant), up 15.4% in 2024.

$209M
total plan assets (2024 EOY)
438
covered participants
94th
percentile by assets (of 123,622 plans)
$476,737
avg assets per participant

Where Heineken USA Savings and Retirement Plan sits by total assets

Heineken USA Savings and Retirement Plan vs every filed plan by assets

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

$208,810,587 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heineken USA Savings and Retirement Plan reported net income fell from $38M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Heineken USA Savings and Retirement Plan end-of-year assets rose from $181M in the plan year 2023 filing to $209M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Wholesale Trade

Heineken USA Savings and Retirement Plan vs the 2024 asset distribution

By assets, Heineken USA Savings and Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$209M
Net Income$28M
Employer EIN131539933
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heineken USA, Inc.)

$120M$140M$160M$180M$200M$220M 202220232024 $143M $209M ▲ +46.1%
Total plan assets by year, all Heineken USA, Inc. plans on file
Year Plans Participants Total Assets
2022 1 460 $143M
2023 1 434 $181M
2024 1 438 $209M

Nearby 401(k) Plans in New York

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

Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heineken USA Savings…, Total assets ($B): 0.208810587 · Participants: 438Heineken USA Savings…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Heineken USA Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heineken USA Savings and Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heineken USA Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Heineken USA Savings and Retirement Plan assets move in 2024? ▼
Heineken USA Savings and Retirement Plan grew sharply - up 15.4% during 2024, from $181M to $209M. Reported net income was $28M.
How have Heineken USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heineken USA, Inc.'s sponsor-wide assets grew 46.1%, from $143M to $209M.
Where does Heineken USA Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Heineken USA Savings and Retirement Plan ranks in the 94th 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 Heineken USA Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wtb Defined Contribution Retirement and 401(k) Plan in WA ($209M, 1,203 participants).

Next read for Heineken USA Savings and Retirement Plan

Scale reading

Ways to act on Heineken USA Savings and Retirement Plan's numbers.

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 131539933.

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.