401(k) · DOL Form 5500 · 2022
Heritage Ministries Charitable Care Network, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,178
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $12,889
- Avg per participant Low balance/head
Official DOL plan name: The Heritage Village 401(k) Profit Sharing Plan · Sponsored by Heritage Ministries Charitable Care Network, Inc. · New York · Healthcare & Social Assistance
$15M in assets, 1,178 participants
Heritage Ministries Charitable Care Network, Inc.'s The Heritage Village 401(k) Profit Sharing Plan reported $15M in total assets and 1,178 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,489 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
The Heritage Village 401(k) Profit Sharing Plan declined sharply 16.4% in 2022 ($18M → $15M) for 1,178 participants.
- #15,489
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Heritage Village 401(k) Profit Sharing Plan's outsized position by total assets
The Heritage Village 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,183,361 Top 27% higher than 73% 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
The Heritage Village 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Heritage Village 401(k) Profit Sharing Plan lands in the large band (1,178 participants).
Form 5500 schedule snapshot
Filing strip 261454957 · Heritage Ministries Charitable Care Network, Inc. PY 2022 · 401(k)
The Heritage Village 401(k) Profit Sharing Plan · $15M · 1,178 · 73rd
- BOY $15M
- SCH 1,178
- EBSA 73rd
- PART 401(k)
- TYPE near James Wood Motors 401(k) Plan
- NET ind #15489
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Heritage Village 401(k) Profit Sharing Plan in the asset neighbourhood
Heritage Ministries Charitable Care Network, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Heritage Ministries Charitable Care Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 2.9117861322009007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,178 | $15M |
| 2023 | 1 | 1,243 | $16M |
| 2024 | 1 | 809 | $16M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 261454957 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Heritage Village 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is James Wood Motors 401(k) Plan in TX ($15M); by covered participants it is R. J. Corman Savings Retirement Plan in KY (1,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- James Wood Motors 401(k) Plan (TX) $15M · 411
- Community Resources for Justice, Inc. 401(k) Retirement Plan (MA) $15M · 868
- E Source 401(k) Plan (CO) $15M · 207
- Allen Tate Companies Retirement Plan (NC) $15M · 323
Similar participant headcount
Nearest other-state filings by covered participants (1,178 participants); asset peers above are excluded.
- R. J. Corman Savings Retirement Plan (KY) 1,178 · 0 off
- F & P America Manufacturing, Inc. Retirement Savings Plan (OH) 1,178 · 0 off
- Total Hr 401(k) Profit Sharing Plan (SC) 1,178 · 0 off
- Westcare Foundation, Inc. Retirement Plan (NV) 1,178 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.