Profit Sharing · DOL Form 5500 · 2022
Heritage Christian Services, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 2,788
- Participants
- 82nd
- Percentile by assets
- $10,202
- Avg per participant
Official DOL plan name: Heritage Christian Services, Inc. Retirement Plan · Sponsored by Heritage Christian Services, Inc. · New York · Healthcare & Social Assistance
$28M in assets, 2,788 participants
Heritage Christian Services, Inc.'s Heritage Christian Services, Inc. Retirement Plan reported $28M in total assets and 2,788 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #17,024 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Heritage Christian Services, Inc. Retirement Plan covers 2,788 participants in New York, 3.5x the typical New York plan (state average ~798 per filing). Assets: $28M.
- $28M
- total plan assets (2022 EOY)
- 2,788
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $10,202
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Heritage Christian Services, Inc. Retirement Plan reports 2,788 participants - 3.5x that state average ($28M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 222334190 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Christian Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,788 | $28M |
| 2023 | 1 | 2,941 | $33M |
| 2024 | 1 | 2,890 | $37M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Heritage Christian Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Heritage Christian Services, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Heritage Christian Services, Inc. Retirement Plan assets move in 2022? ▼
How have Heritage Christian Services, Inc. plan assets changed over time? ▼
Where does Heritage Christian Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Heritage Christian Services, Inc. Retirement Plan? ▼
Next read for Heritage Christian Services, Inc. Retire…
Filing takeaways
Ways to act on Heritage Christian Services, Inc. Retirement Plan's numbers.
- By total assets, Heritage Christian Services, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Heritage Christian Services, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans