401(k) · DOL Form 5500 · 2022

Heritage Plastics, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
243
Participants Below avg headcount
82nd
Percentile by assets National rank
$111,994
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Plastics, Inc. 401(k) Plan · Sponsored by Heritage Plastics, Inc. · Mississippi · Manufacturing

$27M in assets, 243 participants

Heritage Plastics, Inc.'s Heritage Plastics, Inc. 401(k) Plan reported $27M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,223 in Manufacturing (20,602 peers)

Where Heritage Plastics, Inc. 401(k) Plan sits by assets

Heritage Plastics, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 243 participants (~$111,994/participant), down 10.2% in 2022.

#15,223
in Manufacturing (20,602 peers)
-10.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Plastics, Inc. 401(k) Plan's outsized position by total assets

Heritage Plastics, Inc. 401(k) Plan vs every filed plan by assets

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

$27,214,565 Top 18% higher than 82% 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 Plastics, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Plastics, Inc. 401(k) Plan sits mid-pack in the medium band (243 participants).

Published 5500 schedule card

Filing strip 640661427 · Heritage Plastics, Inc. PY 2022 · 401(k)

Heritage Plastics, Inc. 401(k) Plan · $27M · 243 · 82nd

  • RANK $27M
  • PHOTO 243
  • IND 82nd
  • EOY 401(k)
  • 5500 near Community Choice Credit Union 401(k) Savings Plan
  • ASSETS ind #15223

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 Manufacturing retirement plans → · Plans in Mississippi →

Heritage Plastics, Inc. 401(k) Plan in the asset neighbourhood

Stillwater Designs and Audio, Inc. 401(k) Profit Sharing PlanStillwater Designs and Audio…$27MHollingsworth 401(k) Retirement Savings PlanHollingsworth 401(k) Retirem…$27MHeritage Plastics, Inc. 401(k) PlanHeritage Plastics, Inc. 401(…$27MCommunity Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Unio…$27MOlo Inc. 401(k) Profit Sharing Plan & TrustOlo Inc. 401(k) Profit Shari…$27M
End-of-year total assets ($M) among Heritage Plastics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN640661427
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Plastics, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 35.02315396185829% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.2M $36.8M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 243 $27M
2023 1 249 $32M
2024 1 238 $37M

Nearby 401(k) Plans in Mississippi

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

Heritage Plastics, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Heritage Plastics, Inc. 401(k) Plan, Total assets ($M): 27.214565 · Participants: 243Heritage Plastics, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Heritage Plastics, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Heritage Plastics, Inc. 401(k) Plan side-by-side with 3 peers →

Heritage Plastics, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Community Choice Credit Union 401(k) Savings Plan in MI ($27M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Plastics, Inc. 401(k) Plan assets move in 2022? ▼
Heritage Plastics, Inc. 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $30M to $27M. Reported net income was -$3M.
How have Heritage Plastics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Plastics, Inc.'s sponsor-wide assets grew 35.0%, from $27M to $37M.
Where does Heritage Plastics, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Plastics, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Plastics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Choice Credit Union 401(k) Savings Plan in MI ($27M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Plastics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 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 640661427.

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.