401(k) · DOL Form 5500 · 2022
National Heritage Academies, Inc. 401(k) Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 5,936
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $36,456
- Avg per participant Low balance/head
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.
- #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.
- #3,755
- in Educational Services (4,024 peers)
- -14.9%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
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.
National Heritage Academies, Inc. Retirement Savings Plan's outsized position by total assets
National Heritage Academies, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$216,403,164 Top 4% higher than 96% 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
National Heritage Academies, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Heritage Academies, Inc. Retirement Savings Plan lands in the large band (5,936 participants).
Form 5500 schedule snapshot
Filing strip 383244019 · National Heritage Academies, Inc. PY 2022 · 401(k)
National Heritage Academies, Inc. Retirement Savings Plan · $216M · 5,936 · 96th
- EOY $216M
- EOY 5,936
- EOY 96th
- EOY 401(k)
- EOY near Williams Mullen Clark & Dobbins 401(k) Retirement Plan
- EOY ind #3755
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 Educational Services retirement plans → · Plans in Michigan →
National Heritage Academies, Inc. Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | -$38M |
| Employer EIN | 383244019 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Heritage Academies, Inc.)
Sponsor-wide plan assets over time
All National Heritage Academies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 41.98947248294392% vs 2022
- 2024 filing year
| 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.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
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:
- National Heritage Academies, Inc. Retirement Savings Plan (401(k), $307M, 6,719 participants)
National Heritage Academies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Williams Mullen Clark & Dobbins 401(k) Retirement Plan in VA ($216M); by covered participants it is Benchmark Senior Living 401(k) Plan in MA (5,931 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Williams Mullen Clark & Dobbins 401(k) Retirement Plan (VA) $216M · 360
- Cumulus Media 401(k) Plan (GA) $216M · 3,381
- Siemens Gamesa Renewable Energy, Inc. Savings Plan (FL) $216M · 1,887
- The Goodyear Tire & Rubber Company Savings Plan for Retail Employees (OH) $217M · 7,413
Similar participant headcount
Nearest other-state filings by covered participants (5,936 participants); asset peers above are excluded.
- Benchmark Senior Living 401(k) Plan (MA) 5,931 · 5 off
- Tands Inc. & Adopting Related Employers 401(k) Plan (NC) 5,944 · 8 off
- H. Lee Moffitt Cancer Center and Research Institute, Inc. (FL) 5,945 · 9 off
- Akash Management LLC 401(k) Profit Sharing Plan & Trust (CA) 5,924 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.