401(k) · DOL Form 5500 · 2022

Heritage Village Master Association 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
52nd
Percentile by assets National rank
$42,551
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Village Master Association · Connecticut · Other Services

$5M in assets, 127 participants

Heritage Village Master Association's Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,947 in Other Services (8,398 peers)

Coverage in Connecticut

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust covers 127 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.

#5,947
in Other Services (8,398 peers)
-11.8%
assets change YoY

The plan reported a net loss of $723K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,403,921 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust 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 Village Master Association 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (127 participants).

Published 5500 schedule card

Filing strip 060888160 · Heritage Village Master Association PY 2022 · 401(k)

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · $5M · 127 · 52nd

  • BOOK $5M
  • VS-ST 127
  • BOY 52nd
  • SCH 401(k)
  • EBSA near 403(b) Thrift Plan of Valleylife
  • PART ind #5947

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 Connecticut →

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Heritage Village Master Association 401(k) Profit Sharing Plan and TrustHeritage Village Master Asso…$5M403(b) Thrift Plan of Valleylife403(b) Thrift Plan of Valley…$5MCentral Georgia Cancer Care, P.C. Employee 401(k) Profit Sharing PlanCentral Georgia Cancer Care,…$5MPieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings PlanPieper O'brien Herr Architec…$5MM & M Industries Inc 401(k) Profit Sharing PlanM & M Industries Inc 401(k) …$5M
End-of-year total assets ($M) among Heritage Village Master Association 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$723K
Employer EIN060888160
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Village Master Association)

Sponsor-wide plan assets over time

All Heritage Village Master Association plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.55077335231873% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.5M $8.32M ▼ -49.5%
Year Plans Participants Total Assets
2022 2 162 $16M
2023 2 110 $19M
2024 2 113 $8M

Nearby 401(k) Plans in Connecticut

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

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Heritage Village Master Association 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005403921 · Participants: 127Heritage Village Master Association 401(k) Profit Sharing Plan and TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is 403(b) Thrift Plan of Valleylife in AZ ($5M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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.

Frequently Asked Questions

How did Heritage Village Master Association 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 11.8% during 2022, from $6M to $5M. Reported net income was -$723K.
How have Heritage Village Master Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association's sponsor-wide assets declined 49.6%, from $16M to $8M.
Which 401(k) plans are similar in size to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Valleylife in AZ ($5M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060888160.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.