401(k) · DOL Form 5500 · 2022
Heritage's Dairy Stores, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $34,063
- Avg per participant Low balance/head
Official DOL plan name: Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Heritage's Dairy Stores, Inc. · New Jersey · Manufacturing
$5M in assets, 144 participants
Heritage's Dairy Stores, Inc.'s Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust reported $5M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #6,961 in Manufacturing (20,602 peers)
Coverage in New Jersey
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust covers 144 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.
- #6,961
- in Manufacturing (20,602 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $807K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's mid-pack asset rank among Manufacturing and all filers
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,905,010 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (144 participants).
Plan-year Form 5500 strip
Filing strip 210717632 · Heritage's Dairy Stores, Inc. PY 2022 · 401(k)
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · $5M · 144 · 50th
- SCH $5M
- SCH 144
- SCH 50th
- SCH 401(k)
- SCH near Bristow Endeavor Healthcare, LLC 401(k) Plan
- SCH ind #6961
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 New Jersey →
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$807K |
| Employer EIN | 210717632 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage's Dairy Stores, Inc.)
Sponsor-wide plan assets over time
All Heritage's Dairy Stores, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.15831364258177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $5M |
| 2023 | 1 | 144 | $6M |
| 2024 | 1 | 202 | $7M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bristow Endeavor Healthcare, LLC 401(k) Plan in OK ($5M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 144 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.