Profit Sharing · DOL Form 5500 · 2022

Heritage Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
40th
Percentile by assets National rank
$52,421
Avg per participant Low balance/head
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Official DOL plan name: Heritage Care, Inc. Retirement Plan · Sponsored by Heritage Care, Inc. · Louisiana · Healthcare & Social Assistance

$3M in assets, 55 participants

Heritage Care, Inc.'s Heritage Care, Inc. Retirement Plan reported $3M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,615 in Healthcare & Social Assistance (20,060 peers)

Heritage Care, Inc. multi-year trail

Heritage Care, Inc.'s plans moved +129.2% in assets from 2022 to 2024; this filing shows Heritage Care, Inc. Retirement Plan at $3M / 55 participants.

#8,615
in Healthcare & Social Assistance (20,060 peers)
-1.9%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heritage Care, Inc. Retirement Plan vs every filed plan by assets

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

$2,883,129 40th percentile higher than 40% 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 Care, Inc. Retirement 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 Care, Inc. Retirement Plan is a small filing (55 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 812486052 · Heritage Care, Inc. PY 2022 · Profit Sharing

Heritage Care, Inc. Retirement Plan · $3M · 55 · 40th

  • PART $3M
  • PART 55
  • PART 40th
  • PART Profit Sharing
  • PART near J & a Sales, Inc. Profit Sharing Plan
  • PART ind #8615

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Heritage Care, Inc. Retirement Plan in the asset neighbourhood

Prototypes Defined Contribution Retirement PlanPrototypes Defined Contribut…$3MHeritage Care, Inc. Retirement PlanHeritage Care, Inc. Retireme…$3MJ & a Sales, Inc. Profit Sharing PlanJ & a Sales, Inc. Profit Sha…$3MAll at Home Healthcare Retirement PlanAll at Home Healthcare Retir…$3MMetropolitan Neurological Consultants, P.C. Profit Sharing PlanMetropolitan Neurological Co…$3M
End-of-year total assets ($M) among Heritage Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Heritage Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 129.17170893151155% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.88M $6.61M ▲ +129.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 54 $3M
2024 1 60 $7M

Heritage Care, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$54K
Employer EIN812486052
Plan Effective Date2016-05-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 01020304050 Total assets ($M) Participants Heritage Care, Inc. Retirement Plan, Total assets ($M): 2.883129 · Participants: 55Heritage Care, Inc. Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 44.269792 · Participants: 96Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 39.720799 · Participants: 2465Lake Charles Memorial Health System Retirement PlanDillard University 403(b) DC Plan, Total assets ($M): 15.708679 · Participants: 327Dillard University 403(b) DC PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 10.08815 · Participants: 656Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 8.484268 · Participants: 504Collegiate Academies 403(b) Plan
Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Heritage Care, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is J & a Sales, Inc. Profit Sharing Plan in IL ($3M); by covered participants it is Synergex 401(k) Plan in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Care, Inc. Retirement Plan assets move in 2022? ▼
Heritage Care, Inc. Retirement Plan edged down modestly - down 1.9% during 2022, from $3M to $3M. Reported net income was -$54K.
How have Heritage Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Care, Inc.'s sponsor-wide assets grew 129.2%, from $3M to $7M.
Which Profit Sharing plans are similar in size to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J & a Sales, Inc. Profit Sharing Plan in IL ($3M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Synergex 401(k) Plan in CA (55 participants, $10M 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 812486052.

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.