401(k) · DOL Form 5500 · 2022

Heritage Family Practice Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$127,672
Avg per participant Near avg balance/head
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Official DOL plan name: The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan · Sponsored by Heritage Family Practice Associates, P.C. · Virginia · Healthcare & Social Assistance

$2M in assets, 13 participants

Heritage Family Practice Associates, P.C.'s The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,180 in Healthcare & Social Assistance (20,060 peers)

Heritage Family Practice Associates, P.C. multi-year trail

Heritage Family Practice Associates, P.C.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan at $2M / 13 participants.

#6,180
in Healthcare & Social Assistance (20,060 peers)
-24.7%
assets change YoY

The plan reported a net loss of $545K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan among the smaller filed plans by assets

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$1,659,742 31st percentile higher than 31% 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

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings 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. The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 541529168 · Heritage Family Practice Associates, P.C. PY 2022 · 401(k)

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan · $2M · 13 · 31st

  • SCH $2M
  • EBSA 13
  • PART 31st
  • TYPE 401(k)
  • NET near Cascadia Senior Living, LLC 401(k) Profit Sharing Plan
  • BOOK ind #6180

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 Virginia →

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan in the asset neighbourhood

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings PlanThe Heritage Family Practice…$2MCascadia Senior Living, LLC 401(k) Profit Sharing PlanCascadia Senior Living, LLC …$2MRoyal Truck & Equipment, Inc.401(k) PlanRoyal Truck & Equipment, Inc…$2MGrayco Partners 401(k) Plan$2MBlackfly Investments, LLC 401(k) P/S PlanBlackfly Investments, LLC 40…$2M
End-of-year total assets ($M) among The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Family Practice Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Family Practice Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.166048699135168% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.66M $2.18M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 13 $2M
2024 1 12 $2M

Heritage Family Practice Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$545K
Employer EIN541529168
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan, Total assets ($B): 0.001659742 · Participants: 13The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cascadia Senior Living, LLC 401(k) Profit Sharing Plan in WA ($2M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan assets move in 2022? ▼
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan declined sharply - down 24.7% during 2022, from $2M to $2M. Reported net income was -$545K.
How have Heritage Family Practice Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Family Practice Associates, P.C.'s sponsor-wide assets grew 31.2%, from $2M to $2M.
Which 401(k) plans are similar in size to The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cascadia Senior Living, LLC 401(k) Profit Sharing Plan in WA ($2M, 251 participants).
Which 401(k) plans cover a similar participant headcount to The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 541529168.

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.