401(k) · DOL Form 5500 · 2022

Heritage Millwork Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
71
Participants Small participant base
49th
Percentile by assets National rank
$66,561
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Millwork Inc 401(k) Profit Sharing Plan · Sponsored by Heritage Millwork Inc · Minnesota · Wholesale Trade

$5M in assets, 71 participants

Heritage Millwork Inc's Heritage Millwork Inc 401(k) Profit Sharing Plan reported $5M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,555 in Wholesale Trade (6,843 peers)

Heritage Millwork Inc multi-year trail

Heritage Millwork Inc's plans moved +45.2% in assets from 2022 to 2024; this filing shows Heritage Millwork Inc 401(k) Profit Sharing Plan at $5M / 71 participants.

#2,555
in Wholesale Trade (6,843 peers)
-12.9%
assets change YoY

The plan reported a net loss of $703K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Millwork Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$4,725,829 49th percentile higher than 49% 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 Millwork Inc 401(k) Profit Sharing 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 Millwork Inc 401(k) Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 411864718 · Heritage Millwork Inc PY 2022 · 401(k)

Heritage Millwork Inc 401(k) Profit Sharing Plan · $5M · 71 · 49th

  • ASSETS $5M
  • PCT 71
  • EIN 49th
  • RANK 401(k)
  • PHOTO near Mid-America Associates 401(k) Plan
  • IND ind #2555

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 Wholesale Trade retirement plans → · Plans in Minnesota →

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

Heritage Millwork Inc 401(k) Profit Sharing PlanHeritage Millwork Inc 401(k)…$5MMid-America Associates 401(k) PlanMid-America Associates 401(k…$5MFirst American Traders of Gallup, Inc. 401(k) Profit Sharing PlanFirst American Traders of Ga…$5MCutler Repaving Inc 401(k) Profit Sharing PlanCutler Repaving Inc 401(k) P…$5MGitzen Companies Inc 401(k) Profit Sharing PlanGitzen Companies Inc 401(k) …$5M
End-of-year total assets ($M) among Heritage Millwork Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Millwork Inc multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Millwork Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.23566129879012% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.73M $6.86M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 70 $6M
2024 1 74 $7M

Heritage Millwork Inc filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$703K
Employer EIN411864718
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Heritage Millwork Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.004725829 · Participants: 71Heritage Millwork Inc 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heritage Millwork Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Mid-America Associates 401(k) Plan in MI ($5M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Millwork Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Heritage Millwork Inc 401(k) Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $5M to $5M. Reported net income was -$703K.
How have Heritage Millwork Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Millwork Inc's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-America Associates 401(k) Plan in MI ($5M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 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 411864718.

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.