401(k) · DOL Form 5500 · 2022

Heritage Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$265K
Total assets Small plan by assets
6
Participants Small participant base
13th
Percentile by assets National rank
$44,105
Avg per participant Low balance/head
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Official DOL plan name: Heritage Enterprises Inc. 401(k) Plan · Sponsored by Heritage Enterprises Inc. · Oregon · Educational Services

$265K in assets, 6 participants

Heritage Enterprises Inc.'s Heritage Enterprises Inc. 401(k) Plan reported $265K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #383 in Educational Services (4,024 peers)

Heritage Enterprises Inc. multi-year trail

Heritage Enterprises Inc.'s plans moved +94.9% in assets from 2022 to 2024; this filing shows Heritage Enterprises Inc. 401(k) Plan at $265K / 6 participants.

#383
in Educational Services (4,024 peers)
+83.1%
assets growth YoY

Heritage Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$264,630 13th percentile higher than 13% 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 Enterprises Inc. 401(k) 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 Enterprises Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 364952422 · Heritage Enterprises Inc. PY 2022 · 401(k)

Heritage Enterprises Inc. 401(k) Plan · $265K · 6 · 13th

  • BOOK $265K
  • BOOK 6
  • BOOK 13th
  • BOOK 401(k)
  • BOOK near B2 Great Lakes, LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #383

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 Educational Services retirement plans → · Plans in Oregon →

Heritage Enterprises Inc. 401(k) Plan in the asset neighbourhood

Heritage Enterprises Inc. 401(k) PlanHeritage Enterprises Inc. 40…$265KB2 Great Lakes, LLC 401(k) Profit Sharing Plan & TrustB2 Great Lakes, LLC 401(k) P…$265KT & C Foods Inc 401(k) Profit Sharing Plan & TrustT & C Foods Inc 401(k) Profi…$265KSatguru Inc. 401(k) Plan$265KCarsaro Retirement Plan$265K
End-of-year total assets ($M) among Heritage Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$516K 94.90685107508597% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.26M $0.52M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 6 $265K
2023 1 5 $418K
2024 1 11 $516K

Heritage Enterprises Inc. filing trail (2022)

Total Assets (Beginning of Year)$145K
Net Assets (End of Year)$265K
Net Income$120K
Employer EIN364952422
Plan Effective Date2019-10-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Heritage Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Heritage Enterprises Inc. 401(k) Plan, Total assets ($B): 0.00026463 · Participants: 6Heritage Enterprises Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Heritage Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Heritage Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is B2 Great Lakes, LLC 401(k) Profit Sharing Plan & Trust in MI ($265K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($265K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Enterprises Inc. 401(k) Plan assets move in 2022? ▼
Heritage Enterprises Inc. 401(k) Plan surged - up 83.1% during 2022, from $145K to $265K. Reported net income was $120K.
How have Heritage Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Enterprises Inc.'s sponsor-wide assets grew 94.9%, from $265K to $516K.
Where does Heritage Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Enterprises Inc. 401(k) Plan ranks in the 13th 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 401(k) plans are similar in size to Heritage Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B2 Great Lakes, LLC 401(k) Profit Sharing Plan & Trust in MI ($265K, 131 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 364952422.

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.