401(k) · DOL Form 5500 · 2024

Heliogen, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$77,277
Avg per participant Below avg balance/head
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Official DOL plan name: Heliogen, Inc. 401(k) Plan · Sponsored by Heliogen, Inc. · California · Professional & Technical Services

$11M in assets, 148 participants

Heliogen, Inc.'s Heliogen, Inc. 401(k) Plan reported $11M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,519 in Professional & Technical Services (20,173 peers)

Coverage in California

Heliogen, Inc. 401(k) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,519
in Professional & Technical Services (20,173 peers)
+20.0%
assets growth YoY

Heliogen, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heliogen, Inc. 401(k) Plan vs every filed plan by assets

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

$11,436,999 Top 41% higher than 59% 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

Heliogen, 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. Heliogen, Inc. 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heliogen, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heliogen, Inc. 401(k) Plan reported participants fell from 215 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • Heliogen, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462456201 · Heliogen, Inc. PY 2024 · 401(k)

Heliogen, Inc. 401(k) Plan · $11M · 148 · 59th

  • IND $11M
  • EOY 148
  • 5500 59th
  • ASSETS 401(k)
  • PCT near W.T. Humphrey, Inc. 401(k) Profit Sharing Plan
  • EIN ind #11519

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 California →

Heliogen, Inc. 401(k) Plan in the asset neighbourhood

Heliogen, Inc. 401(k) Plan$11MW.T. Humphrey, Inc. 401(k) Profit Sharing PlanW.T. Humphrey, Inc. 401(k) P…$11MPatriot National Inc. 401(k) Employee Savings PlanPatriot National Inc. 401(k)…$11MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$11MFms Secure Solutions, L.L.C 401(k) Profit Sharing Plan & TrustFms Secure Solutions, L.L.C …$11M
End-of-year total assets ($M) among Heliogen, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN462456201
Plan Effective Date2021-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Heliogen, Inc.)

Sponsor-wide plan assets over time

All Heliogen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 81.55687134161761% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.3M $11.4M ▲ +81.6%
Year Plans Participants Total Assets
2022 1 154 $6M
2023 1 215 $10M
2024 1 148 $11M

Nearby 401(k) Plans in California

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

Heliogen, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heliogen, Inc. 401(k) Plan, Total assets ($B): 0.011436999 · Participants: 148Heliogen, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Heliogen, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heliogen, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is W.T. Humphrey, Inc. 401(k) Profit Sharing Plan in NC ($11M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Heliogen, Inc. 401(k) Plan assets move in 2024? ▼
Heliogen, Inc. 401(k) Plan grew sharply - up 20.0% during 2024, from $10M to $11M. Reported net income was $2M.
How have Heliogen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heliogen, Inc.'s sponsor-wide assets grew 81.6%, from $6M to $11M.
Which 401(k) plans are similar in size to Heliogen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W.T. Humphrey, Inc. 401(k) Profit Sharing Plan in NC ($11M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Heliogen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 462456201.

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.