401(k) · DOL Form 5500 · 2022
Heritage Tractor, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 491
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $39,116
- Avg per participant Low balance/head
Official DOL plan name: Heritage Tractor 401(k) Plan · Sponsored by Heritage Tractor, Inc. · Kansas · Wholesale Trade
$19M in assets, 491 participants
Heritage Tractor, Inc.'s Heritage Tractor 401(k) Plan reported $19M in total assets and 491 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,063 in Wholesale Trade (6,843 peers)
Where Heritage Tractor 401(k) Plan sits by assets
Heritage Tractor 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 491 participants (~$39,116/participant), down 7.6% in 2022.
- #5,063
- in Wholesale Trade (6,843 peers)
- -7.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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 Tractor 401(k) Plan's outsized position by total assets
Heritage Tractor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,206,053 Top 23% higher than 77% 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 Tractor 401(k) 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 Tractor 401(k) Plan sits mid-pack in the medium band (491 participants).
EBSA filing schedule strip
Filing strip 481194280 · Heritage Tractor, Inc. PY 2022 · 401(k)
Heritage Tractor 401(k) Plan · $19M · 491 · 77th
- SCH $19M
- EBSA 491
- PART 77th
- TYPE 401(k)
- NET near Digital.Ai 401(k) Savings & Investment Plan
- BOOK ind #5063
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 Wholesale Trade retirement plans → · Plans in Kansas →
Heritage Tractor 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 481194280 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Tractor, Inc.)
Sponsor-wide plan assets over time
All Heritage Tractor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 219.7181690584734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $19M |
| 2023 | 1 | 528 | $24M |
| 2024 | 1 | 729 | $61M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Industries Inc Employees' Savings Plan $3.4B · 11,970
- Black & Veatch Retirement Program $2.3B · 6,182
- Performance Contracting Group, Inc. ESOP/401(k) Plan $1.9B · 1,231
- Garmin International, Inc. Retirement Plan $1.4B · 6,273
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.1B · 7,558
Heritage Tractor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Digital.Ai 401(k) Savings & Investment Plan in NC ($19M); by covered participants it is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (491 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.