401(k) · DOL Form 5500 · 2022

Heritage Enterprises 401(k) Plan

Data updated 2026-08-25

$714K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$356,999
Avg per participant High balance/head
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Official DOL plan name: Heritage Enterprises 401(k) Profit Sharing Plan · Sponsored by Heritage Enterprises · New Hampshire · Food Services & Accommodation

$714K in assets, 2 participants

Heritage Enterprises's Heritage Enterprises 401(k) Profit Sharing Plan reported $714K in total assets and 2 participants in its 2022 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.

  • #2,442 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Heritage Enterprises 401(k) Profit Sharing Plan ranks #2,442 of 4,592 2022 filers by assets (2740% of the sector average)-$714K for 2 participants.

#2,442
in Food Services & Accommodation (4,592 peers)
-0.7%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Enterprises 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heritage Enterprises 401(k) Profit Sharing Plan vs every filed plan by assets

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

$713,997 22nd percentile higher than 22% 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 Enterprises 401(k) Profit Sharing Plan 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 Enterprises 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 833918297 · Heritage Enterprises PY 2022 · 401(k)

Heritage Enterprises 401(k) Profit Sharing Plan · $714K · 2 · 22nd

  • IND $714K
  • EOY 2
  • 5500 22nd
  • ASSETS 401(k)
  • PCT near Ap Auto and Truck Parts 401(k) Plan
  • EIN ind #2442

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 Food Services & Accommodation retirement plans → · Plans in New Hampshire →

Heritage Enterprises 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Enterprises 401(k) Profit Sharing PlanHeritage Enterprises 401(k) …$714KAp Auto and Truck Parts 401(k) PlanAp Auto and Truck Parts 401(…$714KPittbell Investments, Inc 401(k) PlanPittbell Investments, Inc 40…$714KCreospan 401(k) Plan$714KPower Solutions of New England Retirement PlanPower Solutions of New Engla…$714K
End-of-year total assets ($M) among Heritage Enterprises 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$719K
Net Assets (End of Year)$714K
Net Income-$5K
Employer EIN833918297
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Enterprises)

Sponsor-wide plan assets over time

All Heritage Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$798K 11.718956802339505% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M 202220232024 $0.71M $0.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 2 $714K
2023 1 4 $782K
2024 1 5 $798K

Nearby 401(k) Plans in New Hampshire

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

Heritage Enterprises 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Heritage Enterprises 401(k) Profit Sharing Plan, Total assets ($M): 0.713997 · Participants: 2Heritage Enterprises 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Heritage Enterprises 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Heritage Enterprises 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Enterprises 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Ap Auto and Truck Parts 401(k) Plan in FL ($714K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($714K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Enterprises 401(k) Profit Sharing Plan assets move in 2022? ▼
Heritage Enterprises 401(k) Profit Sharing Plan held essentially flat - down 0.7% during 2022, from $719K to $714K. Reported net income was -$5K.
How have Heritage Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Enterprises's sponsor-wide assets grew 11.7%, from $714K to $798K.
Where does Heritage Enterprises 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heritage Enterprises 401(k) Profit Sharing Plan ranks in the 22nd 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 Enterprises 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ap Auto and Truck Parts 401(k) Plan in FL ($714K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Heritage Enterprises 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 833918297.

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.