401(k) · DOL Form 5500 · 2024
Heller Ford Sales, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $83,778
- Avg per participant Below avg balance/head
Official DOL plan name: Heller 401(k) Plan · Sponsored by Heller Ford Sales, Inc. · Illinois · Retail Trade
$18M in assets, 215 participants
Heller Ford Sales, Inc.'s Heller 401(k) Plan reported $18M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,352 in Retail Trade (8,048 peers)
Coverage in Illinois
Heller 401(k) Plan covers 215 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $18M.
- #6,352
- in Retail Trade (8,048 peers)
- +20.8%
- assets growth YoY
Heller 401(k) Plan's outsized position by total assets
Heller 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,012,289 Top 32% higher than 68% 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
Heller 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. Heller 401(k) Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heller 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Heller 401(k) Plan reported participants rose from 193 in the plan year 2023 filing to 215 in the plan year 2024 filing.
DOL schedule card
Filing strip 371015200 · Heller Ford Sales, Inc. PY 2024 · 401(k)
Heller 401(k) Plan · $18M · 215 · 68th
- EIN $18M
- RANK 215
- PHOTO 68th
- IND 401(k)
- EOY near Sticker Mule, LLC 401(k) Plan
- 5500 ind #6352
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 Retail Trade retirement plans → · Plans in Illinois →
Heller 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 371015200 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heller Ford Sales, Inc.)
Sponsor-wide plan assets over time
All Heller Ford Sales, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 51.98175134473257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $12M |
| 2023 | 1 | 193 | $15M |
| 2024 | 1 | 215 | $18M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Heller 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Sticker Mule, LLC 401(k) Plan in NY ($18M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Sticker Mule, LLC 401(k) Plan (NY) $18M · 691
- Balanced Body 401(k) Plan (CA) $18M · 264
- Scheidt & Bachmann USA 401(k) Plan (MA) $18M · 152
- Class Valuation, LLC 401(k) Plan (MI) $18M · 583
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.