401(k) · DOL Form 5500 · 2022

Heritage Capital Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
613
Participants Below avg headcount
85th
Percentile by assets National rank
$61,710
Avg per participant Low balance/head
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Official DOL plan name: Heritage Capital Corporation 401(k) Plan · Sponsored by Heritage Capital Corporation · Texas · Retail Trade

$38M in assets, 613 participants

Heritage Capital Corporation's Heritage Capital Corporation 401(k) Plan reported $38M in total assets and 613 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,754 in Retail Trade (9,519 peers)

Where Heritage Capital Corporation 401(k) Plan sits by assets

Heritage Capital Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 613 participants (~$61,710/participant), down 11.3% in 2022.

#8,754
in Retail Trade (9,519 peers)
-11.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Capital Corporation 401(k) Plan's outsized position by total assets

Heritage Capital Corporation 401(k) Plan vs every filed plan by assets

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

$37,828,051 Top 15% higher than 85% 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 Capital Corporation 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 Capital Corporation 401(k) Plan sits mid-pack in the medium band (613 participants).

Plan-year Form 5500 strip

Filing strip 751399826 · Heritage Capital Corporation PY 2022 · 401(k)

Heritage Capital Corporation 401(k) Plan · $38M · 613 · 85th

  • PHOTO $38M
  • IND 613
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Rick Steves' Europe, Inc. 401(k) Plan
  • PCT ind #8754

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 Retail Trade retirement plans → · Plans in Texas →

Heritage Capital Corporation 401(k) Plan in the asset neighbourhood

Heritage Capital Corporation 401(k) PlanHeritage Capital Corporation…$38MRick Steves' Europe, Inc. 401(k) PlanRick Steves' Europe, Inc. 40…$38MFourgen Holdings Inc. Retirement PlanFourgen Holdings Inc. Retire…$38MCmbs Profit Sharing 401(k) PlanCmbs Profit Sharing 401(k) P…$38MOtolaryngology Associates, LLC, 401(k) PlanOtolaryngology Associates, L…$38M
End-of-year total assets ($M) among Heritage Capital Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN751399826
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Capital Corporation)

Sponsor-wide plan assets over time

All Heritage Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$56M 48.409713204626904% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.8M $56.1M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 613 $38M
2023 1 662 $47M
2024 1 739 $56M

Nearby 401(k) Plans in Texas

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

Heritage Capital Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heritage Capital Corporation 401(k) Plan, Total assets ($B): 0.037828051 · Participants: 613Heritage Capital Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Heritage Capital Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heritage Capital Corporation 401(k) Plan side-by-side with 3 peers →

Heritage Capital Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rick Steves' Europe, Inc. 401(k) Plan in WA ($38M); by covered participants it is Cornerstones of Care Employees Savings Trust in MO (613 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (613 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 Capital Corporation 401(k) Plan assets move in 2022? ▼
Heritage Capital Corporation 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $43M to $38M. Reported net income was -$5M.
How have Heritage Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Capital Corporation's sponsor-wide assets grew 48.4%, from $38M to $56M.
Where does Heritage Capital Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Capital Corporation 401(k) Plan ranks in the 85th 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 Capital Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rick Steves' Europe, Inc. 401(k) Plan in WA ($38M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Capital Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cornerstones of Care Employees Savings Trust in MO (613 participants, $10M 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 751399826.

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.