Defined Benefit (Pension) · DOL Form 5500 · 2024
Hm US Services, LLC Pension Plan
Data updated 2026-08-06
- $519M
- Total assets
- 1,104
- Participants
- 97th
- Percentile by assets
- $469,696
- Avg per participant
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.
- 97th percentile by assets (of 116,472 plans)
- #16,143 in Manufacturing (16,886 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.
- $519M
- total plan assets (2024 EOY)
- 1,104
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $469,696
- avg assets per participant
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.
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.
Heidelberg Materials US Pension Plan vs the 2024 asset distribution
By assets, Heidelberg Materials US Pension Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $877M |
|---|---|
| Net Assets (End of Year) | $518M |
| Net Income | -$359M |
| Employer EIN | 814086708 |
| Plan Effective Date | 1950-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hm US Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,241 | $1.7B |
| 2023 | 4 | 6,983 | $1.8B |
| 2024 | 4 | 7,269 | $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
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Heidelberg Materials US Pension Plan by total assets, not by location.
- Employees' Retirement Plan of Ametek, Inc. (PA) $519M · 181
- Sheet Metal Workers Pension Fund of Local Union No. 19 (PA) $519M · 1,838
- Old Republic International Employees Retirement Plan (IL) $519M · 630
- Indiana Electrical Workers Pension Plan (IN) $520M · 2,426
Frequently Asked Questions
How did Heidelberg Materials US Pension Plan assets move in 2024? ▼
How have Hm US Services, LLC plan assets changed over time? ▼
Where does Heidelberg Materials US Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Heidelberg Materials US Pension Plan? ▼
Next read for Heidelberg Materials US Pension Plan
Scale reading
Ways to act on Heidelberg Materials US Pension Plan's numbers.
- By total assets, Heidelberg Materials US Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Hm US Services, LLC's sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Manufacturing plans