ESOP · DOL Form 5500 · 2022

Heritage Aviation, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
59
Participants Small participant base
56th
Percentile by assets National rank
$108,340
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Aviation Employee Stock Ownership Plan · Sponsored by Heritage Aviation, Inc. · Vermont · Other Services

$6M in assets, 59 participants

Heritage Aviation, Inc.'s Heritage Aviation Employee Stock Ownership Plan reported $6M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,133 in Other Services (8,398 peers)

Heritage Aviation, Inc. multi-year trail

Heritage Aviation, Inc.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Heritage Aviation Employee Stock Ownership Plan at $6M / 59 participants.

#6,133
in Other Services (8,398 peers)
-13.8%
assets change YoY

The plan reported a net loss of $998K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Aviation Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Heritage Aviation Employee Stock Ownership Plan vs every filed plan by assets

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

$6,392,077 Top 44% higher than 56% 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 Aviation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Aviation Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 020617193 · Heritage Aviation, Inc. PY 2022 · ESOP

Heritage Aviation Employee Stock Ownership Plan · $6M · 59 · 56th

  • VS-ST $6M
  • BOY 59
  • SCH 56th
  • EBSA ESOP
  • PART near Harman Construction, Inc. Employee Stock Ownership Plan
  • TYPE ind #6133

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 Vermont →

Heritage Aviation Employee Stock Ownership Plan in the asset neighbourhood

Millwork Distributors Inc. Employee Stock Ownership PlanMillwork Distributors Inc. E…$6MCommodity Trucking Employee Stock Ownership PlanCommodity Trucking Employee …$6MHeritage Aviation Employee Stock Ownership PlanHeritage Aviation Employee S…$6MHarman Construction, Inc. Employee Stock Ownership PlanHarman Construction, Inc. Em…$6MFabricut/S. Harris, Inc. Fabricut Employees Stock Ownership PlanFabricut/S. Harris, Inc. Fab…$6M
End-of-year total assets ($M) among Heritage Aviation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Heritage Aviation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.93912879782537% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.7M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 113 $11M
2023 2 118 $12M
2024 2 126 $14M

Heritage Aviation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$998K
Employer EIN020617193
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Heritage Aviation Employee Stock Ownership Plan, Total assets ($M): 6.392077 · Participants: 59Heritage Aviation Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Heritage Aviation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest ESOP by assets is Harman Construction, Inc. Employee Stock Ownership Plan in VA ($6M); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Aviation Employee Stock Ownership Plan assets move in 2022? ▼
Heritage Aviation Employee Stock Ownership Plan pulled back noticeably - down 13.8% during 2022, from $7M to $6M. Reported net income was -$998K.
How have Heritage Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Aviation, Inc.'s sponsor-wide assets grew 21.9%, from $11M to $14M.
Which ESOP plans are similar in size to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harman Construction, Inc. Employee Stock Ownership Plan in VA ($6M, 53 participants).
Which ESOP plans cover a similar participant headcount to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants, $11M 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 020617193.

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.