Heinen's 401(k) match, vesting and fees
What Heinen's' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Hill Stonestreet & Co. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Heinen's: employer contribution per participant | $2,257 | |
| Peer median | $928 |
| Heinen's: average balance | $85,906 | |
| Peer median | $40,685 |
| Heinen's: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $62.9M at the end of plan year 2021 to $70.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 893 | $70.4M | $1.9M | $2,257 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 913 | $61.7M | $1.2M | $1,462 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 809 | $54.6M | $1.7M | $2,213 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 695 | $62.9M | $1.9M | $2,727 | 0.27% | Not published | Form 5500 ↗ |
Other Heinen's plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Heinen'S Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Heinen's match 401(k) contributions?
The match terms for the Heinen'S Inc. Associates' Retirement Income Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $2,257 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heinen's 401(k) match vested?
The vesting schedule for the Heinen'S Inc. Associates' Retirement Income Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heinen's 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Heinen'S, Inc..
I left Heinen's. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heinen'S, Inc., (216) 475-2300) or the recordkeeper, Principal Life Insurance Company. The Heinen's old 401(k) page lists the contacts from every plan filing. Find an old Heinen's 401(k)
Data from the public Form 5500 annual reports Heinen's filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Heinen's. Not financial advice. Report a correction · Methodology