401(k) · DOL Form 5500 · 2024

Head USA, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
131
Participants Small participant base
70th
Percentile by assets National rank
$150,101
Avg per participant Above avg balance/head
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Official DOL plan name: Head USA, Inc. 401(k) Plan · Sponsored by Head USA, Inc. · Arizona · Manufacturing

$20M in assets, 131 participants

Head USA, Inc.'s Head USA, Inc. 401(k) Plan reported $20M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,556 in Manufacturing (17,777 peers)

Coverage in Arizona

Head USA, Inc. 401(k) Plan covers 131 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $20M.

#10,556
in Manufacturing (17,777 peers)
+3.6%
assets growth YoY

Head USA, Inc. 401(k) Plan's outsized position by total assets

Head USA, Inc. 401(k) Plan vs every filed plan by assets

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

$19,663,192 Top 30% higher than 70% 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

Head USA, Inc. 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. Head USA, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Head USA, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $675K in the plan year 2024 filing.
  • Head USA, Inc. 401(k) Plan reported participants rose from 117 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Head USA, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521842459 · Head USA, Inc. PY 2024 · 401(k)

Head USA, Inc. 401(k) Plan · $20M · 131 · 70th

  • RANK $20M
  • RANK 131
  • RANK 70th
  • RANK 401(k)
  • RANK near Slavic Mutual Funds Management Co. 401(k) Plan
  • RANK ind #10556

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 Arizona →

Head USA, Inc. 401(k) Plan in the asset neighbourhood

S. C. State Federal Credit Union 401(k) Plan and TrustS. C. State Federal Credit U…$20MHead USA, Inc. 401(k) Plan$20MSlavic Mutual Funds Management Co. 401(k) PlanSlavic Mutual Funds Manageme…$20MIveco Group Retirement Savings PlanIveco Group Retirement Savin…$20MWri Employees 401(k) Plan$20M
End-of-year total assets ($M) among Head USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$675K
Employer EIN521842459
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Head USA, Inc.)

Sponsor-wide plan assets over time

All Head USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.141532318530057% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.2M $19.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 103 $16M
2023 1 117 $19M
2024 1 131 $20M

Nearby 401(k) Plans in Arizona

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

Head USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Head USA, Inc. 401(k) Plan, Total assets ($B): 0.019663192 · Participants: 131Head USA, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Head USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Head USA, Inc. 401(k) Plan side-by-side with 3 peers →

Head USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Slavic Mutual Funds Management Co. 401(k) Plan in FL ($20M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Head USA, Inc. 401(k) Plan assets move in 2024? ▼
Head USA, Inc. 401(k) Plan edged up modestly - up 3.6% during 2024, from $19M to $20M. Reported net income was $675K.
How have Head USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Head USA, Inc.'s sponsor-wide assets grew 21.1%, from $16M to $20M.
Which 401(k) plans are similar in size to Head USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slavic Mutual Funds Management Co. 401(k) Plan in FL ($20M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Head USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 521842459.

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.