Profit Sharing · DOL Form 5500 · 2022

Heritage Christian Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,788
Participants Above avg headcount
82nd
Percentile by assets National rank
$10,202
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,024
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY
0.3×
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 Christian Services, Inc. Retirement Plan's outsized position by total assets

Heritage Christian Services, Inc. Retirement Plan vs every filed plan by assets

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

$28,441,876 Top 18% higher than 82% 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 Christian Services, Inc. Retirement 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 Christian Services, Inc. Retirement Plan lands in the large band (2,788 participants).

Published 5500 schedule card

Filing strip 222334190 · Heritage Christian Services, Inc. PY 2022 · Profit Sharing

Heritage Christian Services, Inc. Retirement Plan · $28M · 2,788 · 82nd

  • EIN $28M
  • RANK 2,788
  • PHOTO 82nd
  • IND Profit Sharing
  • EOY near Museum of Science and Industry, Chicago 401(k) Plan
  • 5500 ind #17024

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 →

Heritage Christian Services, Inc. Retirement Plan in the asset neighbourhood

Plasterers Local 67 Pension Trust FundPlasterers Local 67 Pension …$29MTufts Medical Center, Inc. Retirement Program - Participant Contribution PlanTufts Medical Center, Inc. R…$29MHeritage Christian Services, Inc. Retirement PlanHeritage Christian Services,…$28MMuseum of Science and Industry, Chicago 401(k) PlanMuseum of Science and Indust…$28MWestamerica Bancorporation Tax-Deferred Profit Sharing PlanWestamerica Bancorporation T…$28M
End-of-year total assets ($M) among Heritage Christian Services, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN222334190
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Christian Services, Inc.)

Sponsor-wide plan assets over time

All Heritage Christian Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.204326184390933% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.4M $37M ▲ +30.2%
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 Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Heritage Christian Services, Inc. Retirement Plan, Total assets ($B): 0.028441876 · Participants: 2788Heritage Christian Services, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Heritage Christian Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Heritage Christian Services, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Christian Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Museum of Science and Industry, Chicago 401(k) Plan in IL ($28M); by covered participants it is American Heart Association, Inc. Qualified Retirement Plan in TX (2,793 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,788 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 Christian Services, Inc. Retirement Plan assets move in 2022? ▼
Heritage Christian Services, Inc. Retirement Plan pulled back noticeably - down 14.2% during 2022, from $33M to $28M. Reported net income was -$5M.
How have Heritage Christian Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Christian Services, Inc.'s sponsor-wide assets grew 30.2%, from $28M to $37M.
Where does Heritage Christian Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Christian Services, Inc. Retirement Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to Heritage Christian Services, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Museum of Science and Industry, Chicago 401(k) Plan in IL ($28M, 218 participants).
Which Profit Sharing plans cover a similar participant headcount to Heritage Christian Services, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Heart Association, Inc. Qualified Retirement Plan in TX (2,793 participants, $383M 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 222334190.

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.