401(k) · DOL Form 5500 · 2023

Heritage Building Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
45th
Percentile by assets National rank
$202,834
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Building Group, Inc. 401(k) Plan · Sponsored by Heritage Building Group, Inc. · Pennsylvania · Real Estate

$5M in assets, 25 participants

Heritage Building Group, Inc.'s Heritage Building Group, Inc. 401(k) Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,033 in Real Estate (4,727 peers)

Heritage Building Group, Inc. multi-year trail

Heritage Building Group, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Heritage Building Group, Inc. 401(k) Plan at $5M / 25 participants.

#3,033
in Real Estate (4,727 peers)
+22.5%
assets growth YoY

Heritage Building Group, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Heritage Building Group, Inc. 401(k) Plan vs every filed plan by assets

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

$5,070,859 45th percentile higher than 45% of 127,068 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 2023

Heritage Building Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Building Group, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Building Group, Inc. 401(k) Plan reported net income rose from -$876K in the plan year 2022 filing to $931K in the plan year 2023 filing.
  • Heritage Building Group, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232651312 · Heritage Building Group, Inc. PY 2023 · 401(k)

Heritage Building Group, Inc. 401(k) Plan · $5M · 25 · 45th

  • TYPE $5M
  • NET 25
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Russell Regional Hospital 401(k) Plan
  • SCH ind #3033

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 Real Estate retirement plans → · Plans in Pennsylvania →

Heritage Building Group, Inc. 401(k) Plan in the asset neighbourhood

Heritage Building Group, Inc. 401(k) PlanHeritage Building Group, Inc…$5MRussell Regional Hospital 401(k) PlanRussell Regional Hospital 40…$5MWolcott Bancorp 401(k) Profit Sharing PlanWolcott Bancorp 401(k) Profi…$5MInsight 401(k) Plan$5MMyco Industries Retirement PlanMyco Industries Retirement P…$5M
End-of-year total assets ($M) among Heritage Building Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Building Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Building Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.54431254014725% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.14M $6.4M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 25 $5M
2024 1 28 $6M

Heritage Building Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$931K
Employer EIN232651312
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Heritage Building Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Heritage Building Group, Inc. 401(k) Plan, Total assets ($B): 0.005070859 · Participants: 25Heritage Building Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Heritage Building Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Building Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Russell Regional Hospital 401(k) Plan in KS ($5M); by covered participants it is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Heritage Building Group, Inc. 401(k) Plan assets move in 2023? ▼
Heritage Building Group, Inc. 401(k) Plan grew sharply - up 22.5% during 2023, from $4M to $5M. Reported net income was $931K.
How have Heritage Building Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Building Group, Inc.'s sponsor-wide assets grew 54.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Heritage Building Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Russell Regional Hospital 401(k) Plan in KS ($5M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Building Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants, $12M 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 232651312.

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.