Defined Benefit (Pension) · DOL Form 5500 · 2022

Heritage Village Master Association, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
35
Participants Small participant base
67th
Percentile by assets National rank
$316,822
Avg per participant High balance/head
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Official DOL plan name: Heritage Village Master Association, Inc. Retirement Income Plan · Sponsored by Heritage Village Master Association, Inc. · Connecticut · Other Services

$11M in assets, 35 participants

Heritage Village Master Association, Inc.'s Heritage Village Master Association, Inc. Retirement Income Plan reported $11M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,792 in Other Services (8,398 peers)

Heritage Village Master Association, Inc. multi-year trail

Heritage Village Master Association, Inc.'s plans moved -49.6% in assets from 2022 to 2024; this filing shows Heritage Village Master Association, Inc. Retirement Income Plan at $11M / 35 participants.

#6,792
in Other Services (8,398 peers)
-19.5%
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.

Heritage Village Master Association, Inc. Retirement Income Plan's outsized position by total assets

Heritage Village Master Association, Inc. Retirement Income Plan vs every filed plan by assets

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

$11,088,756 Top 33% higher than 67% 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 Village Master Association, Inc. Retirement Income 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. Heritage Village Master Association, Inc. Retirement Income Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 060888160 · Heritage Village Master Association, Inc. PY 2022 · Defined Benefit (Pension)

Heritage Village Master Association, Inc. Retirement Income Plan · $11M · 35 · 67th

  • BOY $11M
  • SCH 35
  • EBSA 67th
  • PART Defined Benefit (Pension)
  • TYPE near Norris, Inc. Pension Plan
  • NET ind #6792

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 Other Services retirement plans → · Plans in Connecticut →

Heritage Village Master Association, Inc. Retirement Income Plan in the asset neighbourhood

Local 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$11MHeritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$11MNorris, Inc. Pension Plan$11MFrisch's Restaurants, Inc. Pension PlanFrisch's Restaurants, Inc. P…$11MLocal 74 Uswu Pension Fund$11M
End-of-year total assets ($M) among Heritage Village Master Association, Inc. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Heritage Village Master Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Village Master Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.55077335231873% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.5M $8.32M ▼ -49.5%
Year Plans Participants Total Assets
2022 2 162 $16M
2023 2 110 $19M
2024 2 113 $8M

Heritage Village Master Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN060888160
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Heritage Village Master Association, Inc. Retirement Income Plan, Total assets ($B): 0.011088756 · Participants: 35Heritage Village Master Association, Inc. Retirement Income PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association, Inc. Retirement Income Plan side-by-side with 3 peers →

Heritage Village Master Association, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Norris, Inc. Pension Plan in WI ($11M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Village Master Association, Inc. Retirement Income Plan assets move in 2022? ▼
Heritage Village Master Association, Inc. Retirement Income Plan declined sharply - down 19.5% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Heritage Village Master Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association, Inc.'s sponsor-wide assets declined 49.6%, from $16M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Heritage Village Master Association, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Norris, Inc. Pension Plan in WI ($11M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heritage Village Master Association, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants, $25M 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 060888160.

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.