401(k) · DOL Form 5500 · 2022

Heritage Property Management Servic Es, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
138
Participants Small participant base
33rd
Percentile by assets National rank
$13,654
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Heritage Property Management Servic Es, Inc. · Georgia · Real Estate

$2M in assets, 138 participants

Heritage Property Management Servic Es, Inc.'s Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,599 in Real Estate (5,057 peers)

Coverage in Georgia

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan covers 138 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#2,599
in Real Estate (5,057 peers)
-5.5%
assets change YoY

The plan reported a net loss of $109K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,884,228 33rd percentile higher than 33% 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 Property Management Services, Inc. 401(k) Profit Sharing 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 Property Management Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

Published 5500 schedule card

Filing strip 581482607 · Heritage Property Management Servic Es, Inc. PY 2022 · 401(k)

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan · $2M · 138 · 33rd

  • VS-ST $2M
  • VS-ST 138
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near The Arc of Alachua County, Inc. Discretionary Contribution and Savings Plan
  • VS-ST ind #2599

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 Real Estate retirement plans → · Plans in Georgia →

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Property Management Services, Inc. 401(k) Profit Sharing PlanHeritage Property Management…$2MThe Arc of Alachua County, Inc. Discretionary Contribution and Savings PlanThe Arc of Alachua County, I…$2MWestern Group, Inc. 401(k) PlanWestern Group, Inc. 401(k) P…$2MGlobal Polymer Industries, Inc. 401(k) Retirement PlanGlobal Polymer Industries, I…$2MKyowa America Corporation Employees' 401(k) PlanKyowa America Corporation Em…$2M
End-of-year total assets ($M) among Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$109K
Employer EIN581482607
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001884228 · Participants: 138Heritage Property Management Services, Inc. 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Arc of Alachua County, Inc. Discretionary Contribution and Savings Plan in FL ($2M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Property Management Services, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 5.5% during 2022, from $2M to $2M. Reported net income was -$109K.
Which 401(k) plans are similar in size to Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Arc of Alachua County, Inc. Discretionary Contribution and Savings Plan in FL ($2M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Property Management Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A 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 581482607.

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.