401(k) · DOL Form 5500 · 2022

Heritage Hotels and Resorts, Inc. 401(k) Plan

Data updated 2026-08-25

$477K
Total assets Small plan by assets
1,031
Participants Near avg headcount
18th
Percentile by assets National rank
$463
Avg per participant Low balance/head
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Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Hotels and Resorts, Inc. · New Mexico · Food Services & Accommodation

$477K in assets, 1,031 participants

Heritage Hotels and Resorts, Inc.'s Heritage 401(k) Plan reported $477K in total assets and 1,031 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,070 in Food Services & Accommodation (4,592 peers)

Coverage in New Mexico

Heritage 401(k) Plan covers 1,031 participants in New Mexico, 2.8x the typical New Mexico plan (state average ~365 per filing). Assets: $477K.

#2,070
in Food Services & Accommodation (4,592 peers)
+447.6%
assets growth YoY

Heritage 401(k) Plan among the smaller filed plans by assets

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

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

$477,078 18th percentile higher than 18% 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 401(k) 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. Heritage 401(k) Plan lands in the large band (1,031 participants).

DOL schedule card

Filing strip 201884106 · Heritage Hotels and Resorts, Inc. PY 2022 · 401(k)

Heritage 401(k) Plan · $477K · 1,031 · 18th

  • RANK $477K
  • PHOTO 1,031
  • IND 18th
  • EOY 401(k)
  • 5500 near Steineyshine Systems, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #2070

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 Food Services & Accommodation retirement plans → · Plans in New Mexico →

Heritage 401(k) Plan in the asset neighbourhood

Heritage 401(k) Plan$477KSteineyshine Systems, Inc. 401(k) Profit Sharing PlanSteineyshine Systems, Inc. 4…$477KAdvantage Title LLC 401(k) PlanAdvantage Title LLC 401(k) P…$477KDivision 1 Training, Inc. 401(k) PlanDivision 1 Training, Inc. 40…$477KHighland Valley Supply, Inc. 401(k) Profit Sharing Plan and TrustHighland Valley Supply, Inc.…$477K
End-of-year total assets ($M) among Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$87K
Net Assets (End of Year)$477K
Net Income$390K
Employer EIN201884106
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Hotels and Resorts, Inc.)

Sponsor-wide plan assets over time

All Heritage Hotels and Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 272.8788583837444% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.48M $1.78M ▲ +270.8%
Year Plans Participants Total Assets
2022 1 1,031 $477K
2023 1 1,107 $1M
2024 1 1,072 $2M

Nearby 401(k) Plans in New Mexico

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

Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Heritage 401(k) Plan, Total assets ($B): 0.000477078 · Participants: 1031Heritage 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Heritage 401(k) Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Steineyshine Systems, Inc. 401(k) Profit Sharing Plan in FL ($477K); by covered participants it is Offerpad, LLC 401(k) Plan in AZ (1,031 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,031 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 401(k) Plan assets move in 2022? ▼
Heritage 401(k) Plan surged - up 447.6% during 2022, from $87K to $477K. Reported net income was $390K.
How have Heritage Hotels and Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Hotels and Resorts, Inc.'s sponsor-wide assets grew 272.9%, from $477K to $2M.
Where does Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage 401(k) Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steineyshine Systems, Inc. 401(k) Profit Sharing Plan in FL ($477K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Offerpad, LLC 401(k) Plan in AZ (1,031 participants, $13M 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 201884106.

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.