401(k) · DOL Form 5500 · 2022
Heritage Cadillac, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $46,415
- Avg per participant Low balance/head
Official DOL plan name: Heritage Cadillac's 401(k) Pension Provider · Sponsored by Heritage Cadillac, Inc. · Illinois · Retail Trade
$3M in assets, 55 participants
Heritage Cadillac, Inc.'s Heritage Cadillac's 401(k) Pension Provider reported $3M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #4,476 in Retail Trade (9,519 peers)
Heritage Cadillac, Inc. multi-year trail
Heritage Cadillac, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Heritage Cadillac's 401(k) Pension Provider at $3M / 55 participants.
- #4,476
- in Retail Trade (9,519 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $590K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Cadillac's 401(k) Pension Provider's mid-pack asset rank among Retail Trade and all filers
Heritage Cadillac's 401(k) Pension Provider vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,552,822 38th percentile higher than 38% 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 Cadillac's 401(k) Pension Provider among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Cadillac's 401(k) Pension Provider is a small filing (55 participants) on this national headcount ladder.
DOL schedule card
Filing strip 362148149 · Heritage Cadillac, Inc. PY 2022 · 401(k)
Heritage Cadillac's 401(k) Pension Provider · $3M · 55 · 38th
- BOOK $3M
- BOOK 55
- BOOK 38th
- BOOK 401(k)
- BOOK near 403(b) Thrift Plan of Johnston-Lee-Harnett Community Action, Inc.
- BOOK ind #4476
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 Retail Trade retirement plans → · Plans in Illinois →
Heritage Cadillac's 401(k) Pension Provider in the asset neighbourhood
Heritage Cadillac, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Heritage Cadillac, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 27.178941579162196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $3M |
| 2023 | 1 | 43 | $3M |
| 2024 | 1 | 52 | $3M |
Heritage Cadillac, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$590K |
| Employer EIN | 362148149 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Heritage Cadillac's 401(k) Pension Provider's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is 403(b) Thrift Plan of Johnston-Lee-Harnett Community Action, Inc. in NC ($3M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 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.