401(k) · DOL Form 5500 · 2023
Heritage Family Practice Associates, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $153,600
- Avg per participant Above avg balance/head
Official DOL plan name: The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan · Sponsored by Heritage Family Practice Associates, P.C. · Virginia · Healthcare & Social Assistance
$2M in assets, 13 participants
Heritage Family Practice Associates, P.C.'s The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,124 in Healthcare & Social Assistance (17,684 peers)
Heritage Family Practice Associates, P.C. multi-year trail
Heritage Family Practice Associates, P.C.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan at $2M / 13 participants.
- #5,124
- in Healthcare & Social Assistance (17,684 peers)
- +20.3%
- assets growth YoY
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan among the smaller filed plans by assets
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,996,798 30th percentile higher than 30% 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
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings 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. The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan reported net income rose from -$545K in the plan year 2022 filing to $337K in the plan year 2023 filing.
- The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 541529168 · Heritage Family Practice Associates, P.C. PY 2023 · 401(k)
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan · $2M · 13 · 30th
- RANK $2M
- RANK 13
- RANK 30th
- RANK 401(k)
- RANK near Locust Wood Capital Advisers, LLC 401(k) Plan
- RANK ind #5124
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 Virginia →
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan in the asset neighbourhood
Heritage Family Practice Associates, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Heritage Family Practice Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 31.166048699135168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 12 | $2M |
Heritage Family Practice Associates, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $337K |
| Employer EIN | 541529168 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
The Heritage Family Practice Associates, P.C. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Locust Wood Capital Advisers, LLC 401(k) Plan in NY ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.