401(k) · DOL Form 5500 · 2022
Heritage Encon Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $49,601
- Avg per participant Low balance/head
Official DOL plan name: Heritage Group Profit Sharing Plan · Sponsored by Heritage Encon Group, Inc. · North Carolina · Management of Enterprises
$9M in assets, 185 participants
Heritage Encon Group, Inc.'s Heritage Group Profit Sharing Plan reported $9M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #494 in Management of Enterprises (1,193 peers)
Coverage in North Carolina
Heritage Group Profit Sharing Plan covers 185 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #494
- in Management of Enterprises (1,193 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Group Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers
Heritage Group Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,176,167 Top 37% higher than 63% 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 Group 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 Group Profit Sharing Plan sits mid-pack in the medium band (185 participants).
DOL schedule card
Filing strip 561804481 · Heritage Encon Group, Inc. PY 2022 · 401(k)
Heritage Group Profit Sharing Plan · $9M · 185 · 63rd
- SCH $9M
- SCH 185
- SCH 63rd
- SCH 401(k)
- SCH near Orchard Yarn & Thread Co., Inc. 401(k) Plan
- SCH ind #494
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 Management of Enterprises retirement plans → · Plans in North Carolina →
Heritage Group Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 561804481 |
| Plan Effective Date | 1943-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Encon Group, Inc.)
Sponsor-wide plan assets over time
All Heritage Encon Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.472451078974476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $9M |
| 2023 | 1 | 262 | $7M |
| 2024 | 1 | 226 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Heritage Group Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Orchard Yarn & Thread Co., Inc. 401(k) Plan in NJ ($9M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 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.