Profit Sharing · DOL Form 5500 · 2022

The Heritage Community of Kalamazoo Profit Sharing Plan

Data updated 2026-08-25

$333K
Total assets Small plan by assets
310
Participants Below avg headcount
15th
Percentile by assets National rank
$1,075
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Community of Kalamazoo Savings Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance

$333K in assets, 310 participants

The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo Savings Plan reported $333K in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,135 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

The Heritage Community of Kalamazoo Savings Plan covers 310 participants in Michigan, about 49% of the average Michigan filer (state average ~638 per filing). Assets: $333K.

#2,135
in Healthcare & Social Assistance (20,060 peers)
+6.6%
assets growth YoY

The Heritage Community of Kalamazoo Savings Plan among the smaller filed plans by assets

The Heritage Community of Kalamazoo Savings Plan vs every filed plan by assets

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

$333,374 15th percentile higher than 15% 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

The Heritage Community of Kalamazoo Savings 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. The Heritage Community of Kalamazoo Savings Plan sits mid-pack in the medium band (310 participants).

DOL schedule card

Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2022 · Profit Sharing

The Heritage Community of Kalamazoo Savings Plan · $333K · 310 · 15th

  • BOY $333K
  • SCH 310
  • EBSA 15th
  • PART Profit Sharing
  • TYPE near Line Craft and Services Inc. Retirement Plan
  • NET ind #2135

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 Michigan →

The Heritage Community of Kalamazoo Savings Plan in the asset neighbourhood

The Heritage Community of Kalamazoo Savings PlanThe Heritage Community of Ka…$333KLine Craft and Services Inc. Retirement PlanLine Craft and Services Inc.…$333KAndrews Health Care Inc. Retirement PlanAndrews Health Care Inc. Ret…$333KDibs Co. Retirement Plan$333KColegio Sagrado Corazon De Jesus Retirement PlanColegio Sagrado Corazon De J…$333K
End-of-year total assets ($M) among The Heritage Community of Kalamazoo Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$313K
Net Assets (End of Year)$333K
Net Income$21K
Employer EIN382758582
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Community of Kalamazoo)

Sponsor-wide plan assets over time

All The Heritage Community of Kalamazoo plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.488792075885889% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.29M $6.64M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 620 $6M
2023 2 634 $6M
2024 2 510 $7M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants The Heritage Community of Kalamazoo Savings Plan, Total assets ($B): 0.000333374 · Participants: 310The Heritage Community of Kalamazoo Savings PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare The Heritage Community of Kalamazoo Savings Plan side-by-side with 3 peers →

The Heritage Community of Kalamazoo Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Line Craft and Services Inc. Retirement Plan in TX ($333K); by covered participants it is 403(b) Retirement Plan of Mercy in TX (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($333K here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 The Heritage Community of Kalamazoo Savings Plan assets move in 2022? ▼
The Heritage Community of Kalamazoo Savings Plan grew at a solid clip - up 6.6% during 2022, from $313K to $333K. Reported net income was $21K.
How have The Heritage Community of Kalamazoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Community of Kalamazoo's sponsor-wide assets grew 5.5%, from $6M to $7M.
Where does The Heritage Community of Kalamazoo Savings Plan rank by assets among Form 5500 filers? ▼
The Heritage Community of Kalamazoo Savings Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Line Craft and Services Inc. Retirement Plan in TX ($333K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Retirement Plan of Mercy in TX (310 participants, $5M 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 382758582.

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.