401(k) · DOL Form 5500 · 2022
North American Heritage Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $91,662
- Avg per participant Below avg balance/head
Official DOL plan name: North American Heritage Services 401(k) Plan · Sponsored by North American Heritage Services, Inc. · Kentucky · Other Services
$11M in assets, 124 participants
North American Heritage Services, Inc.'s North American Heritage Services 401(k) Plan reported $11M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,821 in Other Services (8,398 peers)
Coverage in Kentucky
North American Heritage Services 401(k) Plan covers 124 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.
- #6,821
- in Other Services (8,398 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
North American Heritage Services 401(k) Plan's outsized position by total assets
North American Heritage Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,366,036 Top 33% higher than 67% 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
North American Heritage Services 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. North American Heritage Services 401(k) Plan sits mid-pack in the medium band (124 participants).
EBSA filing schedule strip
Filing strip 030356103 · North American Heritage Services, Inc. PY 2022 · 401(k)
North American Heritage Services 401(k) Plan · $11M · 124 · 67th
- EOY $11M
- 5500 124
- ASSETS 67th
- PCT 401(k)
- EIN near Axseum, Inc. 401(k) Profit Sharing Plan & Trust
- RANK ind #6821
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 Other Services retirement plans → · Plans in Kentucky →
North American Heritage Services 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 030356103 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North American Heritage Services, Inc.)
Sponsor-wide plan assets over time
All North American Heritage Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 33.5738070863052% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $11M |
| 2023 | 1 | 129 | $13M |
| 2024 | 1 | 122 | $15M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
North American Heritage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Axseum, Inc. 401(k) Profit Sharing Plan & Trust in VA ($11M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Axseum, Inc. 401(k) Profit Sharing Plan & Trust (VA) $11M · 41
- Nuaxis Innovations 401(k) Plan (VA) $11M · 339
- Meriplex 401(k) Plan (TX) $11M · 238
- Cdi Services, Inc. 401(k) Retirement Savings Plan (ND) $11M · 269
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Mp Biomedicals, Inc. Retirement Savings Plan (CA) 124 · 0 off
- Vitex Extrusion, LLC 401(k) Plan (NH) 124 · 0 off
- R. P. Marzilli Retirement Plan (MA) 124 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 124 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.