ESOP · DOL Form 5500 · 2024

Heinzen LLC ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
81
Participants Small participant base
39th
Percentile by assets National rank
$50,504
Avg per participant Low balance/head
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Official DOL plan name: Heinzen Employee Stock Ownership Plan · Sponsored by Heinzen LLC · California · Manufacturing

$4M in assets, 81 participants

Heinzen LLC's Heinzen Employee Stock Ownership Plan reported $4M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,862 in Manufacturing (17,777 peers)

Heinzen LLC multi-year trail

Heinzen LLC's plans moved +64.3% in assets from 2022 to 2024; this filing shows Heinzen Employee Stock Ownership Plan at $4M / 81 participants.

#3,862
in Manufacturing (17,777 peers)
-$545K
reported net income

The plan reported a net loss of $545K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heinzen Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Heinzen Employee Stock Ownership Plan vs every filed plan by assets

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

$4,090,787 39th percentile higher than 39% 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

Heinzen Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heinzen Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heinzen Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800771784 · Heinzen LLC PY 2024 · ESOP

Heinzen Employee Stock Ownership Plan · $4M · 81 · 39th

  • BOY $4M
  • BOY 81
  • BOY 39th
  • BOY ESOP
  • BOY near Glidden Excavating & Paving, Inc. Employee Stock Ownership Plan
  • BOY ind #3862

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 What is an ESOP? → · Plans in California →

Heinzen Employee Stock Ownership Plan in the asset neighbourhood

Heinzen Employee Stock Ownership PlanHeinzen Employee Stock Owner…$4MGlidden Excavating & Paving, Inc. Employee Stock Ownership PlanGlidden Excavating & Paving,…$4MMilk Industry Management Corporation Employee Stock Ownership PlanMilk Industry Management Cor…$4MScj Alliance Consulting Services Employee Stock Ownership Plan and TrustScj Alliance Consulting Serv…$4MCommunity Bank of the Chesapeake Employee Stock Ownership Plan and TrustCommunity Bank of the Chesap…$4M
End-of-year total assets ($M) among Heinzen Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Heinzen LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heinzen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 64.31644229008019% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.27M $15.2M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 93 $9M
2023 2 166 $11M
2024 2 173 $15M

Heinzen LLC filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$545K
Net Income-$545K
Employer EIN800771784
Plan Effective Date2023-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Heinzen Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Heinzen Employee Stock Ownership Plan, Total assets ($B): 0.004090787 · Participants: 81Heinzen Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Heinzen Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Heinzen Employee Stock Ownership Plan side-by-side with 3 peers →

Heinzen Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Glidden Excavating & Paving, Inc. Employee Stock Ownership Plan in ME ($4M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 have Heinzen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heinzen LLC's sponsor-wide assets grew 64.3%, from $9M to $15M.
Which ESOP plans are similar in size to Heinzen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Glidden Excavating & Paving, Inc. Employee Stock Ownership Plan in ME ($4M, 19 participants).
Which ESOP plans cover a similar participant headcount to Heinzen Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 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 800771784.

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.