401(k) · DOL Form 5500 · 2022

Heritage Distilling Company, Inc. 401(k) Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
109
Participants Small participant base
25th
Percentile by assets National rank
$8,844
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Heritage Distilling Company, Inc. 401(k) Plan · Sponsored by Heritage Distilling Company, Inc. · Washington · Manufacturing

$964K in assets, 109 participants

Heritage Distilling Company, Inc.'s Heritage Distilling Company, Inc. 401(k) Plan reported $964K in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,291 in Manufacturing (20,602 peers)

Coverage in Washington

Heritage Distilling Company, Inc. 401(k) Plan covers 109 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $964K.

#2,291
in Manufacturing (20,602 peers)
-3.1%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Distilling Company, Inc. 401(k) Plan among the smaller filed plans by assets

Heritage Distilling Company, Inc. 401(k) Plan vs every filed plan by assets

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

$963,997 25th percentile higher than 25% 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 Distilling Company, Inc. 401(k) 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 Distilling Company, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 454056867 · Heritage Distilling Company, Inc. PY 2022 · 401(k)

Heritage Distilling Company, Inc. 401(k) Plan · $964K · 109 · 25th

  • SCH $964K
  • SCH 109
  • SCH 25th
  • SCH 401(k)
  • SCH near Jett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & Trust
  • SCH ind #2291

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 Manufacturing retirement plans → · Plans in Washington →

Heritage Distilling Company, Inc. 401(k) Plan in the asset neighbourhood

Heritage Distilling Company, Inc. 401(k) PlanHeritage Distilling Company,…$964KJett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & TrustJett Pro Line Maintenance Co…$964KTransitions, Inc 401(k) Plan$964KDrs. Korb & Merat 401(k) Savings Plan & TrustDrs. Korb & Merat 401(k) Sav…$964KTrepidant, Inc. 401(k) Profit Sharing PlanTrepidant, Inc. 401(k) Profi…$964K
End-of-year total assets ($M) among Heritage Distilling Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$995K
Net Assets (End of Year)$964K
Net Income-$30K
Employer EIN454056867
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Heritage Distilling Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Heritage Distilling Company, Inc. 401(k) Plan, Total assets ($B): 0.000963997 · Participants: 109Heritage Distilling Company, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Heritage Distilling Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heritage Distilling Company, Inc. 401(k) Plan side-by-side with 3 peers →

Heritage Distilling Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Jett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & Trust in IN ($964K); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Distilling Company, Inc. 401(k) Plan assets move in 2022? ▼
Heritage Distilling Company, Inc. 401(k) Plan edged down modestly - down 3.1% during 2022, from $995K to $964K. Reported net income was -$30K.
Where does Heritage Distilling Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Distilling Company, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Heritage Distilling Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & Trust in IN ($964K, 135 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Distilling Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 454056867.

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.