401(k) · DOL Form 5500 · 2022

Heritage Operations Group, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,291
Participants Above avg headcount
82nd
Percentile by assets National rank
$12,432
Avg per participant Low balance/head
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Official DOL plan name: Heritage Operations Group, LLC Retirement Savings Plan · Sponsored by Heritage Operations Group, LLC · Illinois · Healthcare & Social Assistance

$28M in assets, 2,291 participants

Heritage Operations Group, LLC's Heritage Operations Group, LLC Retirement Savings Plan reported $28M in total assets and 2,291 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.

  • #17,030 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Heritage Operations Group, LLC Retirement Savings Plan covers 2,291 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $28M.

#17,030
in Healthcare & Social Assistance (20,060 peers)
-20.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Operations Group, LLC Retirement Savings Plan's outsized position by total assets

Heritage Operations Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$28,480,990 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 Operations Group, LLC Retirement Savings 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 Operations Group, LLC Retirement Savings Plan lands in the large band (2,291 participants).

Published 5500 schedule card

Filing strip 203902357 · Heritage Operations Group, LLC PY 2022 · 401(k)

Heritage Operations Group, LLC Retirement Savings Plan · $28M · 2,291 · 82nd

  • RANK $28M
  • PHOTO 2,291
  • IND 82nd
  • EOY 401(k)
  • 5500 near Melissa & Doug, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #17030

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 Illinois →

Heritage Operations Group, LLC Retirement Savings Plan in the asset neighbourhood

Heritage Operations Group, LLC Retirement Savings PlanHeritage Operations Group, L…$28MMelissa & Doug, LLC 401(k) Profit Sharing PlanMelissa & Doug, LLC 401(k) P…$28MMaita Profit Sharing 401(k) Plan and TrustMaita Profit Sharing 401(k) …$28MBestco, LLC Profit Sharing Retirement Plan and TrustBestco, LLC Profit Sharing R…$28MTime Equities, Inc. 401(k) Profit Sharing Plan & TrustTime Equities, Inc. 401(k) P…$28M
End-of-year total assets ($M) among Heritage Operations Group, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$28M
Net Income-$7M
Employer EIN203902357
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Operations Group, LLC)

Sponsor-wide plan assets over time

All Heritage Operations Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.83264872464054% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $28.5M $20.8M ▼ -26.8%
Year Plans Participants Total Assets
2022 1 2,291 $28M
2023 1 2,206 $23M
2024 1 660 $21M

Nearby 401(k) Plans in Illinois

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

Heritage Operations Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Heritage Operations Group, LLC Retirement Savings Plan, Total assets ($B): 0.02848099 · Participants: 2291Heritage Operations Group, LLC Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Heritage Operations Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heritage Operations Group, LLC Retirement Savings Plan side-by-side with 3 peers →

Heritage Operations Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Melissa & Doug, LLC 401(k) Profit Sharing Plan in CT ($28M); by covered participants it is Eclipse Advantage, LLC 401(k) Plan in FL (2,291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,291 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 Operations Group, LLC Retirement Savings Plan assets move in 2022? ▼
Heritage Operations Group, LLC Retirement Savings Plan declined sharply - down 20.6% during 2022, from $36M to $28M. Reported net income was -$7M.
How have Heritage Operations Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Operations Group, LLC's sponsor-wide assets declined 26.8%, from $28M to $21M.
Where does Heritage Operations Group, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Heritage Operations Group, LLC Retirement Savings 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 401(k) plans are similar in size to Heritage Operations Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Melissa & Doug, LLC 401(k) Profit Sharing Plan in CT ($28M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Operations Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eclipse Advantage, LLC 401(k) Plan in FL (2,291 participants, $6M 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 203902357.

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.