401(k) · DOL Form 5500 · 2022
Heritage Products Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $49,777
- Avg per participant Low balance/head
Official DOL plan name: Heritage Products Inc. Retirement Savings Plan · Sponsored by Heritage Products Inc · Indiana · Manufacturing
$7M in assets, 138 participants
Heritage Products Inc's Heritage Products Inc. Retirement Savings Plan reported $7M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #8,757 in Manufacturing (20,602 peers)
Coverage in Indiana
Heritage Products Inc. Retirement Savings Plan covers 138 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #8,757
- in Manufacturing (20,602 peers)
- -20.4%
- 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.
Heritage Products Inc. Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers
Heritage Products Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,869,176 Top 43% higher than 57% 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 Products Inc. Retirement Savings 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. Heritage Products Inc. Retirement Savings Plan sits mid-pack in the medium band (138 participants).
Plan-year Form 5500 strip
Filing strip 363603927 · Heritage Products Inc PY 2022 · 401(k)
Heritage Products Inc. Retirement Savings Plan · $7M · 138 · 57th
- NET $7M
- NET 138
- NET 57th
- NET 401(k)
- NET near Institute for Family Development Retirement Plan
- NET ind #8757
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 Indiana →
Heritage Products Inc. Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 363603927 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Products Inc)
Sponsor-wide plan assets over time
All Heritage Products Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 8.814827280593772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $7M |
| 2023 | 1 | 142 | $7M |
| 2024 | 1 | 144 | $7M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Heritage Products Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Institute for Family Development Retirement Plan in WA ($7M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Cryptic Studios Inc 401(k) Profit Sharing Plan and Trust (CA) 138 · 0 off
- Ivc, Inc. Union 401(k) Plan (CA) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.