401(k) · DOL Form 5500 · 2022

Heritage Holdings of Lancaster County, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
498
Participants Below avg headcount
80th
Percentile by assets National rank
$49,240
Avg per participant Low balance/head
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Official DOL plan name: Heritage Holdings of Lancaster County, Inc. Retirement Plan · Sponsored by Heritage Holdings of Lancaster County, Inc. · Pennsylvania · Wholesale Trade

$25M in assets, 498 participants

Heritage Holdings of Lancaster County, Inc.'s Heritage Holdings of Lancaster County, Inc. Retirement Plan reported $25M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,415 in Wholesale Trade (6,843 peers)

Where Heritage Holdings of Lancaster County, Inc. Retirement Plan sits by assets

Heritage Holdings of Lancaster County, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 498 participants (~$49,240/participant), down 25.3% in 2022.

#5,415
in Wholesale Trade (6,843 peers)
-25.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Holdings of Lancaster County, Inc. Retirement Plan's outsized position by total assets

Heritage Holdings of Lancaster County, Inc. Retirement Plan vs every filed plan by assets

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

$24,521,446 Top 20% higher than 80% 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 Holdings of Lancaster County, Inc. Retirement 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 Holdings of Lancaster County, Inc. Retirement Plan sits mid-pack in the medium band (498 participants).

DOL schedule card

Filing strip 830933673 · Heritage Holdings of Lancaster County, Inc. PY 2022 · 401(k)

Heritage Holdings of Lancaster County, Inc. Retirement Plan · $25M · 498 · 80th

  • PCT $25M
  • EIN 498
  • RANK 80th
  • PHOTO 401(k)
  • IND near Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan
  • EOY ind #5415

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 Pennsylvania →

Heritage Holdings of Lancaster County, Inc. Retirement Plan in the asset neighbourhood

Valley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$25MRockwell Architecture, Planning and Design, P.C. 401(k) Savings PlanRockwell Architecture, Plann…$25MAirmar Technology Corporation 401(k) PlanAirmar Technology Corporatio…$25MHeritage Holdings of Lancaster County, Inc. Retirement PlanHeritage Holdings of Lancast…$25MTechnology Concepts & Design, Inc. Employee Stock Ownership and Savings PlanTechnology Concepts & Design…$25M
End-of-year total assets ($M) among Heritage Holdings of Lancaster County, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN830933673
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Holdings of Lancaster County, Inc.)

Sponsor-wide plan assets over time

All Heritage Holdings of Lancaster County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 16.74552145089649% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.5M $28.6M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 498 $25M
2023 1 605 $26M
2024 1 548 $29M

Nearby 401(k) Plans in Pennsylvania

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

Heritage Holdings of Lancaster County, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heritage Holdings of Lancaster County, Inc. Retirement Plan, Total assets ($B): 0.024521446 · Participants: 498Heritage Holdings of Lancaster County, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Heritage Holdings of Lancaster County, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Holdings of Lancaster County, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Holdings of Lancaster County, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($25M); by covered participants it is Ehpv 401(k) Plan in NE (498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (498 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 Holdings of Lancaster County, Inc. Retirement Plan assets move in 2022? ▼
Heritage Holdings of Lancaster County, Inc. Retirement Plan declined sharply - down 25.3% during 2022, from $33M to $25M. Reported net income was -$8M.
How have Heritage Holdings of Lancaster County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Holdings of Lancaster County, Inc.'s sponsor-wide assets grew 16.7%, from $25M to $29M.
Where does Heritage Holdings of Lancaster County, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Holdings of Lancaster County, Inc. Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Holdings of Lancaster County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($25M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Holdings of Lancaster County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (498 participants, $5M 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 830933673.

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.