401(k) · DOL Form 5500 · 2022

National Heritage Academies, Inc. 401(k) Plan

Data updated 2026-08-11

$216M
Total assets
5,936
Participants
96th
Percentile by assets
$36,456
Avg per participant
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Official DOL plan name: National Heritage Academies, Inc. Retirement Savings Plan · Sponsored by National Heritage Academies, Inc. · Michigan · Educational Services

$216M in assets, 5,936 participants

National Heritage Academies, Inc.'s National Heritage Academies, Inc. Retirement Savings Plan reported $216M in total assets and 5,936 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #3,755 in Educational Services (4,024 peers)

Coverage in Michigan

National Heritage Academies, Inc. Retirement Savings Plan covers 5,936 participants in Michigan, 9.3x the typical Michigan plan (state average ~638 per filing). Assets: $216M.

$216M
total plan assets (2022 EOY)
5,936
covered participants
96th
percentile by assets (of 139,126 plans)
$36,456
avg assets per participant

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. National Heritage Academies, Inc. Retirement Savings Plan reports 5,936 participants - 9.3x that state average ($216M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$216M
Net Income-$38M
Employer EIN383244019
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Heritage Academies, Inc.)

$200M$250M$300M$350M 202220232024 $216M $307M ▲ +42.0%
Total plan assets by year, all National Heritage Academies, Inc. plans on file
Year Plans Participants Total Assets
2022 1 5,936 $216M
2023 1 6,534 $265M
2024 1 6,719 $307M

Nearby 401(k) Plans in Michigan

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

National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -505101520 Total assets ($B) Participants National Heritage Ac…General Motors Retir…Ford Motor Co. Savin…The Dow Chemical Com…The General Motors P…Ford Motor Co. Tax-E…
National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Scale composition for National Heritage Academies, Inc. Retirement Savings Plan

National Heritage Academies, Inc. Retirement Savings Plan reports $216M in end-of-year assets across 5,936 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $36,456 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was -$38M.

This plan identity (EIN 383244019, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $216M to $307M (+42.0%) while covered participants moved from 5,936 to 6,719 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,936 $216M This page
2023 6,534 $265M Open filing
2024 · index core 6,719 $307M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to National Heritage Academies, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did National Heritage Academies, Inc. Retirement Savings Plan assets move in 2022?
National Heritage Academies, Inc. Retirement Savings Plan pulled back noticeably - down 14.9% during 2022, from $254M to $216M. Reported net income was -$38M.
How have National Heritage Academies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), National Heritage Academies, Inc.'s sponsor-wide assets grew 42.0%, from $216M to $307M.
Where does National Heritage Academies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
National Heritage Academies, Inc. Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to National Heritage Academies, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Williams Mullen Clark & Dobbins 401(k) Retirement Plan in VA ($216M, 360 participants).

Next read for National Heritage Academies, Inc. Retire…

Filing takeaways

Ways to act on National Heritage Academies, Inc. Retirement Savings Plan's numbers.

  • By total assets, National Heritage Academies, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
  • National Heritage Academies, Inc.'s sponsor-wide assets have grown 42.0% since 2022 across 3 plan years on file. More Educational Services plans