Defined Benefit (Pension) · DOL Form 5500 · 2024

Hm US Services, LLC Pension Plan

Data updated 2026-08-25

$519M
Total assets Above avg plan size
1,104
Participants Near avg headcount
97th
Percentile by assets National rank
$469,696
Avg per participant High balance/head
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Official DOL plan name: Heidelberg Materials US Pension Plan · Sponsored by Hm US Services, LLC · Texas · Manufacturing

$519M in assets, 1,104 participants

Hm US Services, LLC's Heidelberg Materials US Pension Plan reported $519M in total assets and 1,104 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,009 in Manufacturing (17,777 peers)

Where Heidelberg Materials US Pension Plan sits by assets

Heidelberg Materials US Pension Plan sits in the top 5% of all filed plans by assets, $519M for 1,104 participants (~$469,696/participant), down 40.8% in 2024.

#17,009
in Manufacturing (17,777 peers)
-40.8%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $359M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heidelberg Materials US Pension Plan's outsized position by total assets

Heidelberg Materials US Pension Plan vs every filed plan by assets

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

$518,544,447 Top 3% higher than 97% 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 Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heidelberg Materials US Pension Plan lands in the large band (1,104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heidelberg Materials US Pension Plan reported net income fell from -$8M in the plan year 2023 filing to -$359M in the plan year 2024 filing.
  • Heidelberg Materials US Pension Plan end-of-year assets fell from $877M in the plan year 2023 filing to $519M in the plan year 2024 filing.
  • Heidelberg Materials US Pension Plan reported participants fell from 1,230 in the plan year 2023 filing to 1,104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814086708 · Hm US Services, LLC PY 2024 · Defined Benefit (Pension)

Heidelberg Materials US Pension Plan · $519M · 1,104 · 97th

  • SCH $519M
  • EBSA 1,104
  • PART 97th
  • TYPE Defined Benefit (Pension)
  • NET near Employees' Retirement Plan of Ametek, Inc.
  • BOOK ind #17009

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 Pension Plan in the asset neighbourhood

Indiana Electrical Workers Pension PlanIndiana Electrical Workers P…$520MOld Republic International Employees Retirement PlanOld Republic International E…$519MSheet Metal Workers Pension Fund of Local Union No. 19Sheet Metal Workers Pension …$519MEmployees' Retirement Plan of Ametek, Inc.Employees' Retirement Plan o…$519MHeidelberg Materials US Pension PlanHeidelberg Materials US Pens…$519M
End-of-year total assets ($M) among Heidelberg Materials US Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$877M
Net Assets (End of Year)$518M
Net Income-$359M
Employer EIN814086708
Plan Effective Date1950-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm US Services, LLC)

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

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heidelberg Materials US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Heidelberg Materials US Pension Plan, Total assets ($B): 0.518544447 · Participants: 1104Heidelberg Materials US Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Heidelberg Materials US Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heidelberg Materials US Pension Plan side-by-side with 3 peers →

Heidelberg Materials US Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Ametek, Inc. in PA ($519M); by covered participants it is Pension Plan for Employees of Mount Nittany Medical Center in PA (1,104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,104 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 Pension Plan assets move in 2024? ▼
Heidelberg Materials US Pension Plan contracted severely - down 40.8% during 2024, from $877M to $519M. Reported net income was -$359M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Heidelberg Materials US Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Heidelberg Materials US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Ametek, Inc. in PA ($519M, 181 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heidelberg Materials US Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Mount Nittany Medical Center in PA (1,104 participants, $188M 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.