Other · DOL Form 5500 · 2022

American Heritage Schools, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
79
Participants Small participant base
39th
Percentile by assets National rank
$34,347
Avg per participant Low balance/head
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Official DOL plan name: American Heritage Schools 403(b) Plan · Sponsored by American Heritage Schools, Inc. · Utah · Educational Services

$3M in assets, 79 participants

American Heritage Schools, Inc.'s American Heritage Schools 403(b) Plan reported $3M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,066 in Educational Services (4,024 peers)

American Heritage Schools, Inc. multi-year trail

American Heritage Schools, Inc.'s plans moved +68.0% in assets from 2022 to 2024; this filing shows American Heritage Schools 403(b) Plan at $3M / 79 participants.

#1,066
in Educational Services (4,024 peers)
-10.5%
assets change YoY

The plan reported a net loss of $331K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Heritage Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

American Heritage Schools 403(b) Plan vs every filed plan by assets

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

$2,713,410 39th percentile higher than 39% 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

American Heritage Schools 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Heritage Schools 403(b) Plan is a small filing (79 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 866153035 · American Heritage Schools, Inc. PY 2022 · Other

American Heritage Schools 403(b) Plan · $3M · 79 · 39th

  • SCH $3M
  • EBSA 79
  • PART 39th
  • TYPE Other
  • NET near Whscda, Inc. 403(b) Plan
  • BOOK ind #1066

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 Utah →

American Heritage Schools 403(b) Plan in the asset neighbourhood

American Heritage Schools 403(b) PlanAmerican Heritage Schools 40…$3MWhscda, Inc. 403(b) Plan$3MSupplemental Retirement Plan$3MCalmra Inc Retirement and Employee Savings PlanCalmra Inc Retirement and Em…$3MMadison-Haywood Developmental Services, Inc. Retirement PlanMadison-Haywood Developmenta…$3M
End-of-year total assets ($M) among American Heritage Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

American Heritage Schools, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All American Heritage Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.99411073151495% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.56M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 97 $4M
2024 1 109 $5M

American Heritage Schools, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$331K
Employer EIN866153035
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants American Heritage Schools 403(b) Plan, Total assets ($M): 2.71341 · Participants: 79American Heritage Schools 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare American Heritage Schools 403(b) Plan side-by-side with 3 peers →

American Heritage Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Whscda, Inc. 403(b) Plan in RI ($3M); by covered participants it is Montessori School of Raleigh Retirement Plan in NC (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 American Heritage Schools 403(b) Plan assets move in 2022? ▼
American Heritage Schools 403(b) Plan pulled back noticeably - down 10.5% during 2022, from $3M to $3M. Reported net income was -$331K.
How have American Heritage Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Schools, Inc.'s sponsor-wide assets grew 68.0%, from $3M to $5M.
Which Other plans are similar in size to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Whscda, Inc. 403(b) Plan in RI ($3M, 74 participants).
Which Other plans cover a similar participant headcount to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Montessori School of Raleigh Retirement Plan in NC (79 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 866153035.

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.