401(k) · DOL Form 5500 · 2022

Heritage Companies, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
453
Participants Below avg headcount
80th
Percentile by assets National rank
$53,835
Avg per participant Low balance/head
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Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Companies, LLC · California · Manufacturing

$24M in assets, 453 participants

Heritage Companies, LLC's Heritage 401(k) Plan reported $24M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,809 in Manufacturing (20,602 peers)

Where Heritage 401(k) Plan sits by assets

Heritage 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 453 participants (~$53,835/participant), down 1.5% in 2022.

#14,809
in Manufacturing (20,602 peers)
-1.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $371K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage 401(k) Plan's outsized position by total assets

Heritage 401(k) Plan vs every filed plan by assets

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

$24,387,102 Top 20% higher than 80% 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 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 401(k) Plan sits mid-pack in the medium band (453 participants).

Form 5500 schedule snapshot

Filing strip 854294289 · Heritage Companies, LLC PY 2022 · 401(k)

Heritage 401(k) Plan · $24M · 453 · 80th

  • BOOK $24M
  • VS-ST 453
  • BOY 80th
  • SCH 401(k)
  • EBSA near Walterscheid 401(k) Retirement Plan
  • PART ind #14809

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 California →

Heritage 401(k) Plan in the asset neighbourhood

Heritage 401(k) Plan$24MWalterscheid 401(k) Retirement PlanWalterscheid 401(k) Retireme…$24MSpeedway Motors, Inc. 401(k) PlanSpeedway Motors, Inc. 401(k)…$24MUS Conec Investment Plan$24MTrace Systems Inc. 401(k) PlanTrace Systems Inc. 401(k) Pl…$24M
End-of-year total assets ($M) among Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$371K
Employer EIN854294289
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Companies, LLC)

Sponsor-wide plan assets over time

All Heritage Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 40.276175496375096% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $34.2M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 453 $24M
2023 1 738 $31M
2024 1 928 $34M

Nearby 401(k) Plans in California

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

Heritage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heritage 401(k) Plan, Total assets ($B): 0.024387102 · Participants: 453Heritage 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Heritage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage 401(k) Plan side-by-side with 3 peers →

Heritage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Walterscheid 401(k) Retirement Plan in IL ($24M); by covered participants it is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 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 401(k) Plan assets move in 2022? ▼
Heritage 401(k) Plan edged down modestly - down 1.5% during 2022, from $25M to $24M. Reported net income was -$371K.
How have Heritage Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Companies, LLC's sponsor-wide assets grew 40.3%, from $24M to $34M.
Where does Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage 401(k) Plan ranks in the 80th 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 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walterscheid 401(k) Retirement Plan in IL ($24M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants, $8M 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 854294289.

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.