401(k) · DOL Form 5500 · 2024

Heka Treasures Company 401(k) Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$165,204
Avg per participant Above avg balance/head
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Official DOL plan name: Heka Treasures Company 401(k) Plan · Sponsored by Heka Treasures Company · North Carolina · Real Estate

$165K in assets, 1 participants

Heka Treasures Company's Heka Treasures Company 401(k) Plan reported $165K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #604 in Real Estate (4,605 peers)

Heka Treasures Company multi-year trail

Heka Treasures Company's plans moved +179.2% in assets from 2022 to 2024; this filing shows Heka Treasures Company 401(k) Plan at $165K / 1 participant.

#604
in Real Estate (4,605 peers)
+165.1%
assets growth YoY

Heka Treasures Company 401(k) Plan among the smaller filed plans by assets

Heka Treasures Company 401(k) Plan vs every filed plan by assets

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

$165,204 9th percentile higher than 9% 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

Heka Treasures Company 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heka Treasures Company 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heka Treasures Company 401(k) Plan reported net income rose from $3K in the plan year 2023 filing to $103K in the plan year 2024 filing.
  • Heka Treasures Company 401(k) Plan end-of-year assets rose from $62K in the plan year 2023 filing to $165K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 843521460 · Heka Treasures Company PY 2024 · 401(k)

Heka Treasures Company 401(k) Plan · $165K · 1 · 9th

  • IND $165K
  • IND 1
  • IND 9th
  • IND 401(k)
  • IND near Lehmann Insurance Agency Retirement Plan
  • IND ind #604

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 Real Estate retirement plans → · Plans in North Carolina →

Heka Treasures Company 401(k) Plan in the asset neighbourhood

Heka Treasures Company 401(k) PlanHeka Treasures Company 401(k…$165KLehmann Insurance Agency Retirement PlanLehmann Insurance Agency Ret…$165KSs Legacy Logistics 401(k) PlanSs Legacy Logistics 401(k) P…$165KTabletops Unlimited, Inc. 401(k) Profit Sharing PlanTabletops Unlimited, Inc. 40…$165KSilverwolverine16 LLC 401(k) Profit Sharing Plan & TrustSilverwolverine16 LLC 401(k)…$165K
End-of-year total assets ($M) among Heka Treasures Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heka Treasures Company multi-year asset trail

Sponsor-wide plan assets over time

All Heka Treasures Company plans reported in each filing year

Latest sponsor-wide plan assets
$165K 179.1739894551845% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.06M $0.17M ▲ +183.3%
Year Plans Participants Total Assets
2022 1 1 $59K
2023 1 1 $62K
2024 1 1 $165K

Heka Treasures Company filing trail (2024)

Total Assets (Beginning of Year)$62K
Net Assets (End of Year)$165K
Net Income$103K
Employer EIN843521460
Plan Effective Date2019-10-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Heka Treasures Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Heka Treasures Company 401(k) Plan, Total assets ($B): 0.000165204 · Participants: 1Heka Treasures Company 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Heka Treasures Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Heka Treasures Company 401(k) Plan side-by-side with 3 peers →

Heka Treasures Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lehmann Insurance Agency Retirement Plan in WI ($165K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Heka Treasures Company 401(k) Plan assets move in 2024? ▼
Heka Treasures Company 401(k) Plan surged - up 165.1% during 2024, from $62K to $165K. Reported net income was $103K.
How have Heka Treasures Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heka Treasures Company's sponsor-wide assets grew 179.2%, from $59K to $165K.
Where does Heka Treasures Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Heka Treasures Company 401(k) Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heka Treasures Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lehmann Insurance Agency Retirement Plan in WI ($165K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Heka Treasures Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 843521460.

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.