401(k) · DOL Form 5500 · 2024
Heineken USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 438
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $476,737
- Avg per participant High balance/head
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.
- #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.
- #5,823
- in Wholesale Trade (6,080 peers)
- +15.4%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Heineken USA Savings and Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heineken USA Savings and 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. Heineken USA Savings and Retirement Plan sits mid-pack in the medium band (438 participants).
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.
Form 5500 schedule snapshot
Filing strip 131539933 · Heineken USA, Inc. PY 2024 · 401(k)
Heineken USA Savings and Retirement Plan · $209M · 438 · 94th
- BOOK $209M
- VS-ST 438
- BOY 94th
- SCH 401(k)
- EBSA near Wtb Defined Contribution Retirement and 401(k) Plan
- PART ind #5823
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 Wholesale Trade retirement plans → · Plans in New York →
Heineken USA Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | $28M |
| Employer EIN | 131539933 |
| Plan Effective Date | 1996-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heineken USA, Inc.)
Sponsor-wide plan assets over time
All Heineken USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 46.14015444593444% vs 2022
- 2024 filing year
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Heineken USA Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wtb Defined Contribution Retirement and 401(k) Plan in WA ($209M); by covered participants it is Forgerock 401(k) Plan in CA (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Wtb Defined Contribution Retirement and 401(k) Plan (WA) $209M · 1,203
- Converge Technology Solutions US 401(k) Plan (GA) $209M · 1,616
- Situsamc 401(k) Plan (TX) $209M · 2,194
- Uchealth 403(b) Plan (CO) $209M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Forgerock 401(k) Plan (CA) 438 · 0 off
- Ascent Resources Management Services, LLC 401(k) Plan (OK) 438 · 0 off
- Beam Therapeutics, Inc. 401(k) Retirement Plan (MA) 438 · 0 off
- Builders Mutual Insurance Company 401(k) Retirement Plan (NC) 438 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.