401(k) · DOL Form 5500 · 2022

Heritage Wealth Management Inc 401(k) Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
4
Participants Small participant base
5th
Percentile by assets National rank
$19,005
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Heritage Wealth Management Inc · Massachusetts · Other Services

$76K in assets, 4 participants

Heritage Wealth Management Inc's Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust reported $76K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #903 in Other Services (8,398 peers)

Heritage Wealth Management Inc multi-year trail

Heritage Wealth Management Inc's plans moved +213.2% in assets from 2022 to 2024; this filing shows Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust at $76K / 4 participants.

#903
in Other Services (8,398 peers)
+10.0%
assets growth YoY

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$76,018 5th percentile higher than 5% of 139,123 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 2022

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 453200533 · Heritage Wealth Management Inc PY 2022 · 401(k)

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust · $76K · 4 · 5th

  • PHOTO $76K
  • PHOTO 4
  • PHOTO 5th
  • PHOTO 401(k)
  • PHOTO near Vero Property Group Inc 401(k) Plan
  • PHOTO ind #903

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 Other Services retirement plans → · Plans in Massachusetts →

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & TrustHeritage Wealth Management I…$76KVero Property Group Inc 401(k) PlanVero Property Group Inc 401(…$76KTelstar Consulting Inc. 401(k) Profit Sharing PlanTelstar Consulting Inc. 401(…$76KDC Assets Incorporated 401(k) PlanDC Assets Incorporated 401(k…$76KHallcentral, Inc. 401(k) Profit Sharing PlanHallcentral, Inc. 401(k) Pro…$76K
End-of-year total assets ($M) among Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Wealth Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Wealth Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$238K 213.21397563734905% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.08M $0.24M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 4 $76K
2023 1 4 $133K
2024 1 4 $238K

Heritage Wealth Management Inc filing trail (2022)

Total Assets (Beginning of Year)$69K
Net Assets (End of Year)$76K
Net Income$7K
Employer EIN453200533
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000076018 · Participants: 4Heritage Wealth Management Inc 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vero Property Group Inc 401(k) Plan in TX ($76K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.0% during 2022, from $69K to $76K. Reported net income was $7K.
How have Heritage Wealth Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Wealth Management Inc's sponsor-wide assets grew 213.2%, from $76K to $238K.
Where does Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vero Property Group Inc 401(k) Plan in TX ($76K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453200533.

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.