401(k) · DOL Form 5500 · 2024

Hef-USA, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
408
Participants Below avg headcount
64th
Percentile by assets National rank
$36,445
Avg per participant Low balance/head
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Official DOL plan name: Hef-USA, Inc 401(k) Plan · Sponsored by Hef-USA, Inc. · Ohio · Transportation & Warehousing

$15M in assets, 408 participants

Hef-USA, Inc.'s Hef-USA, Inc 401(k) Plan reported $15M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,144 in Transportation & Warehousing (3,299 peers)

Hef-USA, Inc. multi-year trail

Hef-USA, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Hef-USA, Inc 401(k) Plan at $15M / 408 participants.

#2,144
in Transportation & Warehousing (3,299 peers)
+15.8%
assets growth YoY

Hef-USA, Inc 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Hef-USA, Inc 401(k) Plan vs every filed plan by assets

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

$14,869,729 Top 36% higher than 64% 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

Hef-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. Hef-USA, Inc 401(k) Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hef-USA, Inc 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Hef-USA, Inc 401(k) Plan reported participants rose from 358 in the plan year 2023 filing to 408 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311370673 · Hef-USA, Inc. PY 2024 · 401(k)

Hef-USA, Inc 401(k) Plan · $15M · 408 · 64th

  • BOOK $15M
  • BOOK 408
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Edag, Inc. 401(k) Plan
  • BOOK ind #2144

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Hef-USA, Inc 401(k) Plan in the asset neighbourhood

Hef-USA, Inc 401(k) Plan$15MEdag, Inc. 401(k) Plan$15MRay & Raymond Auto Group 401(k) PlanRay & Raymond Auto Group 401…$15MIrongate Waikiki LLC 401(k) PlanIrongate Waikiki LLC 401(k) …$15MMartin Dealerships, Inc. 401(k) Savings PlanMartin Dealerships, Inc. 401…$15M
End-of-year total assets ($M) among Hef-USA, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hef-USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hef-USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 36.285796983070554% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.9M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 228 $11M
2023 1 358 $13M
2024 1 408 $15M

Hef-USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN311370673
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hef-USA, Inc 401(k) Plan, Total assets ($B): 0.014869729 · Participants: 408Hef-USA, Inc 401(k) 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
Hef-USA, Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hef-USA, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Edag, Inc. 401(k) Plan in MI ($15M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (408 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Hef-USA, Inc 401(k) Plan assets move in 2024? ▼
Hef-USA, Inc 401(k) Plan grew sharply - up 15.8% during 2024, from $13M to $15M. Reported net income was $2M.
How have Hef-USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hef-USA, Inc.'s sponsor-wide assets grew 36.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Hef-USA, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edag, Inc. 401(k) Plan in MI ($15M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Hef-USA, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (408 participants, $3M 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 311370673.

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.