401(k) · DOL Form 5500 · 2022
Heritage Hr LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 772
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $8,663
- Avg per participant Low balance/head
Official DOL plan name: Heritage Hr LLC 401(k) Profit Sharing Plan · Sponsored by Heritage Hr LLC · Nebraska · Healthcare & Social Assistance
$7M in assets, 772 participants
Heritage Hr LLC's Heritage Hr LLC 401(k) Profit Sharing Plan reported $7M in total assets and 772 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,546 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Heritage Hr LLC 401(k) Profit Sharing Plan holds $7M for 772 participants - about $8,663 per participant, above the median plan by assets.
- #12,546
- in Healthcare & Social Assistance (20,060 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $551K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Hr LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heritage Hr LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,687,814 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage Hr LLC 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 Hr LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (772 participants).
Form 5500 schedule snapshot
Filing strip 274058667 · Heritage Hr LLC PY 2022 · 401(k)
Heritage Hr LLC 401(k) Profit Sharing Plan · $7M · 772 · 57th
- PHOTO $7M
- PHOTO 772
- PHOTO 57th
- PHOTO 401(k)
- PHOTO near The Fountain Trust Company Savings and Retirement Plan
- PHOTO ind #12546
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 Nebraska →
Heritage Hr LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$551K |
| Employer EIN | 274058667 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Hr LLC)
Sponsor-wide plan assets over time
All Heritage Hr LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 772 | $7M |
| 2023 | 1 | 843 | $9M |
| 2024 | 1 | 908 | N/A |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Heritage Hr LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is The Fountain Trust Company Savings and Retirement Plan in IN ($7M); by covered participants it is Guardian Life Employees Incentive Savings Plan in NY (772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (772 participants); asset peers above are excluded.
- Guardian Life Employees Incentive Savings Plan (NY) 772 · 0 off
- Hughston Healthcare 401(k) Plan (GA) 772 · 0 off
- Millard Group, Inc. 401(k) Plan and Trust (IL) 772 · 0 off
- Bullhorn, Inc. 401(k) Profit Sharing Plan and Trust (MA) 772 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.