Other · DOL Form 5500 · 2024

Hm US Services, LLC Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
42
Participants Small participant base
25th
Percentile by assets National rank
$30,705
Avg per participant Low balance/head
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Official DOL plan name: Heidelberg Materials US Suppl Ret Fund Plan · Sponsored by Hm US Services, LLC · Texas · Manufacturing

$1M in assets, 42 participants

Hm US Services, LLC's Heidelberg Materials US Suppl Ret Fund Plan reported $1M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,971 in Manufacturing (17,777 peers)

Hm US Services, LLC multi-year trail

Hm US Services, LLC's plans moved -12.4% in assets from 2022 to 2024; this filing shows Heidelberg Materials US Suppl Ret Fund Plan at $1M / 42 participants.

#1,971
in Manufacturing (17,777 peers)
-50.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heidelberg Materials US Suppl Ret Fund Plan among the smaller filed plans by assets

Heidelberg Materials US Suppl Ret Fund Plan vs every filed plan by assets

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

$1,289,602 25th percentile higher than 25% 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

Heidelberg Materials US Suppl Ret Fund Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidelberg Materials US Suppl Ret Fund Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heidelberg Materials US Suppl Ret Fund Plan reported net income fell from $698K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Heidelberg Materials US Suppl Ret Fund Plan end-of-year assets fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heidelberg Materials US Suppl Ret Fund Plan reported participants fell from 45 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814086708 · Hm US Services, LLC PY 2024 · Other

Heidelberg Materials US Suppl Ret Fund Plan · $1M · 42 · 25th

  • EOY $1M
  • EOY 42
  • EOY 25th
  • EOY Other
  • EOY near Goodwill Industries of South Central Ohio 403b Plan
  • EOY ind #1971

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 Texas →

Heidelberg Materials US Suppl Ret Fund Plan in the asset neighbourhood

Bennett College Tax Deferred Annuity PlanBennett College Tax Deferred…$1MMixteco/Indigena Community Organizing Project 403(b) PlanMixteco/Indigena Community O…$1MHeidelberg Materials US Suppl Ret Fund PlanHeidelberg Materials US Supp…$1MGoodwill Industries of South Central Ohio 403b PlanGoodwill Industries of South…$1MAsi-Ne Company Sponsored Pension PlanAsi-Ne Company Sponsored Pen…$1M
End-of-year total assets ($M) among Heidelberg Materials US Suppl Ret Fund Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Hm US Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hm US Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 12.370511187135618% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.72B $1.51B ▼ -12.2%
Year Plans Participants Total Assets
2022 4 8,241 $1.7B
2023 4 6,983 $1.8B
2024 5 7,299 $1.5B

Hm US Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN814086708
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Heidelberg Materials US Suppl Ret Fund Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Heidelberg Materials US Suppl Ret Fund Plan, Total assets ($B): 0.001289602 · Participants: 42Heidelberg Materials US Suppl Ret Fund PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Heidelberg Materials US Suppl Ret Fund Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Heidelberg Materials US Suppl Ret Fund Plan side-by-side with 3 peers →

Heidelberg Materials US Suppl Ret Fund Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Goodwill Industries of South Central Ohio 403b Plan in OH ($1M); by covered participants it is Ronald McDonald's House Charities of Metro St. Louis 403 (B) Retirement Plan in MO (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Heidelberg Materials US Suppl Ret Fund Plan assets move in 2024? ▼
Heidelberg Materials US Suppl Ret Fund Plan contracted severely - down 50.7% during 2024, from $3M to $1M. Reported net income was -$1M.
How have Hm US Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hm US Services, LLC's sponsor-wide assets declined 12.4%, from $1.7B to $1.5B.
Where does Heidelberg Materials US Suppl Ret Fund Plan rank by assets among Form 5500 filers? ▼
Heidelberg Materials US Suppl Ret Fund Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Heidelberg Materials US Suppl Ret Fund Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Industries of South Central Ohio 403b Plan in OH ($1M, 242 participants).
Which Other plans cover a similar participant headcount to Heidelberg Materials US Suppl Ret Fund Plan? ▼
Among Other plans in other states, the closest by covered participants is Ronald McDonald's House Charities of Metro St. Louis 403 (B) Retirement Plan in MO (42 participants, $2M 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 814086708.

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.