401(k) · DOL Form 5500 · 2022

Heritage Restoration LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
46th
Percentile by assets National rank
$454,660
Avg per participant High balance/head
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Official DOL plan name: Heritage Restoration LLC. 401(k)Profit Sharing Plan · Sponsored by Heritage Restoration LLC · Massachusetts · Construction

$4M in assets, 9 participants

Heritage Restoration LLC's Heritage Restoration LLC. 401(k)Profit Sharing Plan reported $4M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,500 in Construction (9,927 peers)

Heritage Restoration LLC multi-year trail

Heritage Restoration LLC's plans moved -41.9% in assets from 2022 to 2024; this filing shows Heritage Restoration LLC. 401(k)Profit Sharing Plan at $4M / 9 participants.

#4,500
in Construction (9,927 peers)
-4.9%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Restoration LLC. 401(k)Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Heritage Restoration LLC. 401(k)Profit Sharing Plan vs every filed plan by assets

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

$4,091,941 46th percentile higher than 46% 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 Restoration LLC. 401(k)Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Restoration LLC. 401(k)Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 042894657 · Heritage Restoration LLC PY 2022 · 401(k)

Heritage Restoration LLC. 401(k)Profit Sharing Plan · $4M · 9 · 46th

  • IND $4M
  • IND 9
  • IND 46th
  • IND 401(k)
  • IND near Trident Transport LLC 401(k) Plan
  • IND ind #4500

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 Construction retirement plans → · Plans in Massachusetts →

Heritage Restoration LLC. 401(k)Profit Sharing Plan in the asset neighbourhood

Heritage Restoration LLC. 401(k)Profit Sharing PlanHeritage Restoration LLC. 40…$4MTrident Transport LLC 401(k) PlanTrident Transport LLC 401(k)…$4MKundinger, Inc. Employees Profit Sharing PlanKundinger, Inc. Employees Pr…$4MLowe Law Firm, PC 401(k) Profit Sharing PlanLowe Law Firm, PC 401(k) Pro…$4MWalker Ford Co., Inc. 401(k) PlanWalker Ford Co., Inc. 401(k)…$4M
End-of-year total assets ($M) among Heritage Restoration LLC. 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Restoration LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Restoration LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.906542640766325% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.09M $2.38M ▼ -41.8%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 15 $5M
2024 1 11 $2M

Heritage Restoration LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$212K
Employer EIN042894657
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Heritage Restoration LLC. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Heritage Restoration LLC. 401(k)Profit Sharing Plan, Total assets ($B): 0.004091941 · Participants: 9Heritage Restoration LLC. 401(k)Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Heritage Restoration LLC. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Heritage Restoration LLC. 401(k)Profit Sharing Plan side-by-side with 3 peers →

Heritage Restoration LLC. 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trident Transport LLC 401(k) Plan in TN ($4M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Restoration LLC. 401(k)Profit Sharing Plan assets move in 2022? ▼
Heritage Restoration LLC. 401(k)Profit Sharing Plan edged down modestly - down 4.9% during 2022, from $4M to $4M. Reported net income was -$212K.
How have Heritage Restoration LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Restoration LLC's sponsor-wide assets declined 41.9%, from $4M to $2M.
Which 401(k) plans are similar in size to Heritage Restoration LLC. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trident Transport LLC 401(k) Plan in TN ($4M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Restoration LLC. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 042894657.

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.