401(k) · DOL Form 5500 · 2024

Heapy Engineering 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
219
Participants Below avg headcount
81st
Percentile by assets National rank
$174,382
Avg per participant Above avg balance/head
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Official DOL plan name: Heapy Engineering, Inc. Savings Plan · Sponsored by Heapy Engineering · Ohio · Professional & Technical Services

$38M in assets, 219 participants

Heapy Engineering's Heapy Engineering, Inc. Savings Plan reported $38M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,396 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Heapy Engineering, Inc. Savings Plan covers 219 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#16,396
in Professional & Technical Services (20,173 peers)
+9.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heapy Engineering, Inc. Savings Plan's outsized position by total assets

Heapy Engineering, Inc. Savings Plan vs every filed plan by assets

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

$38,189,698 Top 19% higher than 81% 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

Heapy Engineering, Inc. Savings 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. Heapy Engineering, Inc. Savings Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heapy Engineering, Inc. Savings Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heapy Engineering, Inc. Savings Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Heapy Engineering, Inc. Savings Plan reported participants rose from 202 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 311743951 · Heapy Engineering PY 2024 · 401(k)

Heapy Engineering, Inc. Savings Plan · $38M · 219 · 81st

  • IND $38M
  • EOY 219
  • 5500 81st
  • ASSETS 401(k)
  • PCT near First State Bank 401(k) Profit Sharing and Employee Stock Ownership Plan
  • EIN ind #16396

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Heapy Engineering, Inc. Savings Plan in the asset neighbourhood

Heapy Engineering, Inc. Savings PlanHeapy Engineering, Inc. Savi…$38MFirst State Bank 401(k) Profit Sharing and Employee Stock Ownership PlanFirst State Bank 401(k) Prof…$38MAcnb Bank Salary Savings Plan$38MGi Partners of Illinois, LLC 401(k) PlanGi Partners of Illinois, LLC…$38MDialpad 401(k) Plan$38M
End-of-year total assets ($M) among Heapy Engineering, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN311743951
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heapy Engineering)

Sponsor-wide plan assets over time

All Heapy Engineering plans reported in each filing year

Latest sponsor-wide plan assets
$38M 39.03890047211707% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $38.2M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 198 $27M
2023 1 202 $35M
2024 1 219 $38M

Nearby 401(k) Plans in Ohio

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

Heapy Engineering, Inc. Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heapy Engineering, Inc. Savings Plan, Total assets ($B): 0.038189698 · Participants: 219Heapy Engineering, Inc. Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Heapy Engineering, Inc. Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Heapy Engineering, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is First State Bank 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($38M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Heapy Engineering, Inc. Savings Plan assets move in 2024?
Heapy Engineering, Inc. Savings Plan grew at a solid clip - up 9.7% during 2024, from $35M to $38M. Reported net income was $3M.
How have Heapy Engineering plan assets changed over time?
Across 3 plan years on file (2022-2024), Heapy Engineering's sponsor-wide assets grew 39.0%, from $27M to $38M.
Where does Heapy Engineering, Inc. Savings Plan rank by assets among Form 5500 filers?
Heapy Engineering, Inc. Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heapy Engineering, Inc. Savings Plan?
Among 401(k) plans in other states, the closest by assets is First State Bank 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($38M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Heapy Engineering, Inc. Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 participants, $10M in assets).