401(k) · DOL Form 5500 · 2024

Hei Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$912K
Total assets Small plan by assets
10
Participants Small participant base
22nd
Percentile by assets National rank
$91,222
Avg per participant Below avg balance/head
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Official DOL plan name: Hei Holdings, Inc. 401(k) Plan · Sponsored by Hei Holdings, Inc. · Florida · Transportation & Warehousing

$912K in assets, 10 participants

Hei Holdings, Inc.'s Hei Holdings, Inc. 401(k) Plan reported $912K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

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

Hei Holdings, Inc. multi-year trail

Hei Holdings, Inc.'s plans moved +158.9% in assets from 2022 to 2024; this filing shows Hei Holdings, Inc. 401(k) Plan at $912K / 10 participants.

#789
in Transportation & Warehousing (3,299 peers)
+131.2%
assets growth YoY

Hei Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$912,223 22nd percentile higher than 22% 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

Hei Holdings, Inc. 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. Hei Holdings, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hei Holdings, Inc. 401(k) Plan reported net income rose from $42K in the plan year 2023 filing to $518K in the plan year 2024 filing.
  • Hei Holdings, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Hei Holdings, Inc. 401(k) Plan end-of-year assets rose from $394K in the plan year 2023 filing to $912K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 871938112 · Hei Holdings, Inc. PY 2024 · 401(k)

Hei Holdings, Inc. 401(k) Plan · $912K · 10 · 22nd

  • NET $912K
  • BOOK 10
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Babala Investment Plan
  • EBSA ind #789

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 Florida →

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

Hei Holdings, Inc. 401(k) PlanHei Holdings, Inc. 401(k) Pl…$912KBabala Investment Plan$912KHealth Done Wright Inc. 401(k) PlanHealth Done Wright Inc. 401(…$912KOptimum Information Services I 401(k) Profit Sharing Plan & TrustOptimum Information Services…$912KSnake River Sporting Club 401(k) PlanSnake River Sporting Club 40…$912K
End-of-year total assets ($M) among Hei Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hei Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hei Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$912K 158.85422578375065% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.35M $0.91M ▲ +160.0%
Year Plans Participants Total Assets
2022 1 1 $352K
2023 1 3 $394K
2024 1 10 $912K

Hei Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$394K
Net Assets (End of Year)$912K
Net Income$518K
Employer EIN871938112
Plan Effective Date2021-07-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Hei Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Hei Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000912223 · Participants: 10Hei Holdings, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Hei Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Hei Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Babala Investment Plan in CA ($912K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($912K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Hei Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Hei Holdings, Inc. 401(k) Plan surged - up 131.2% during 2024, from $394K to $912K. Reported net income was $518K.
How have Hei Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hei Holdings, Inc.'s sponsor-wide assets grew 158.9%, from $352K to $912K.
Where does Hei Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hei Holdings, Inc. 401(k) Plan ranks in the 22nd 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 Hei Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Babala Investment Plan in CA ($912K, 18 participants).
Which 401(k) plans cover a similar participant headcount to Hei Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 871938112.

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.