401(k) · DOL Form 5500 · 2023

Msr Heritage Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets: 2
Participants Small participant base: 5th
Percentile by assets National rank: $34,025
Avg per participant Low balance/head

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Official DOL plan name: Msr Heritage Holdings, Inc. 401(k) Plan · Sponsored by Msr Heritage Holdings, Inc. · Wisconsin · Manufacturing

$68K in assets, 2 participants

Msr Heritage Holdings, Inc.'s Msr Heritage Holdings, Inc. 401(k) Plan reported $68K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#361 in Manufacturing (18,722 peers)

What the 2023 filing shows

Msr Heritage Holdings, Inc. 401(k) Plan holds $68K for 2 participants - about $34,025 per participant, among the smaller plans by assets on file.

#361
in Manufacturing (18,722 peers): $68K
reported net income

Msr Heritage Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Msr Heritage Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,049 5th percentile higher than 5% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Msr Heritage Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msr Heritage Holdings, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Msr Heritage Holdings, Inc. 401(k) Plan reported net income rose from -$134K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473654818 · Msr Heritage Holdings, Inc. PY 2023 · 401(k)

Msr Heritage Holdings, Inc. 401(k) Plan · $68K · 2 · 5th

PART $68K
TYPE 2
NET 5th
BOOK 401(k)
VS-ST near American Little Bear Corp 401(k) Plan
BOY ind #361

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 Wisconsin →

End-of-year total assets ($M) among Msr Heritage Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$68K
Net Income	$68K
Employer EIN	473654818
Plan Effective Date	2015-04-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Msr Heritage Holdings, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	N/A
2023	1	2	$68K
2024	1	2	N/A

Nearby 401(k) Plans in Wisconsin

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

Msr Heritage Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Msr Heritage Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is American Little Bear Corp 401(k) Plan in GA ($68K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

American Little Bear Corp 401(k) Plan (GA) $68K · 5
K-Fam Holdings, Inc. 401(k) Profit Sharing Plan (TX) $68K · 1
In Your Corner Performance, Inc. 401(k) Plan (NH) $68K · 1
Kb's Natural Woods Milling & Woodworking, Inc. 401(k) Plan (OH) $68K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Msr Heritage Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Msr Heritage Holdings, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Msr Heritage Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is American Little Bear Corp 401(k) Plan in GA ($68K, 5 participants).

Which 401(k) plans cover a similar participant headcount to Msr Heritage Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473654818.