401(k) · DOL Form 5500 · 2022

Heritage Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
204
Participants Below avg headcount
53rd
Percentile by assets National rank
$27,231
Avg per participant Low balance/head
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Official DOL plan name: Heritage Schools, Inc. 401(k) Plan · Sponsored by Heritage Schools, Inc. · Utah · Healthcare & Social Assistance

$6M in assets, 204 participants

Heritage Schools, Inc.'s Heritage Schools, Inc. 401(k) Plan reported $6M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,741 in Healthcare & Social Assistance (20,060 peers)

Coverage in Utah

Heritage Schools, Inc. 401(k) Plan covers 204 participants in Utah, about 34% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#11,741
in Healthcare & Social Assistance (20,060 peers)
-20.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Schools, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$5,555,172 Top 47% higher than 53% 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 Schools, 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 Schools, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

Form 5500 schedule snapshot

Filing strip 870514958 · Heritage Schools, Inc. PY 2022 · 401(k)

Heritage Schools, Inc. 401(k) Plan · $6M · 204 · 53rd

  • PCT $6M
  • PCT 204
  • PCT 53rd
  • PCT 401(k)
  • PCT near Klein & Wilson 401(k) Profit Sharing Plan
  • PCT ind #11741

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 Utah →

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

Heritage Schools, Inc. 401(k) PlanHeritage Schools, Inc. 401(k…$6MKlein & Wilson 401(k) Profit Sharing PlanKlein & Wilson 401(k) Profit…$6MD & M Carriers, LLC Dba Freymiller 401(k) Profit Sharing PlanD & M Carriers, LLC Dba Frey…$6MThe Urban Electric Company 401(k) PlanThe Urban Electric Company 4…$6MThe Wesley Communities 403(b) PlanThe Wesley Communities 403(b…$6M
End-of-year total assets ($M) among Heritage Schools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN870514958
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Schools, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 38.23134549209277% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.68M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 204 $6M
2023 1 204 $7M
2024 1 215 $8M

Nearby 401(k) Plans in Utah

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

Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Heritage Schools, Inc. 401(k) Plan, Total assets ($B): 0.005555172 · Participants: 204Heritage Schools, Inc. 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Heritage Schools, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Klein & Wilson 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Schools, Inc. 401(k) Plan assets move in 2022? ▼
Heritage Schools, Inc. 401(k) Plan declined sharply - down 20.8% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Heritage Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Schools, Inc.'s sponsor-wide assets grew 38.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klein & Wilson 401(k) Profit Sharing Plan in CA ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M 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 870514958.

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.