401(k) · DOL Form 5500 · 2023

Heritage Homes of Nebraska 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
148
Participants Small participant base
55th
Percentile by assets National rank
$56,903
Avg per participant Low balance/head
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Official DOL plan name: Heritage Homes of Nebraska, Inc. Profit Sharing Plan · Sponsored by Heritage Homes of Nebraska · Nebraska · Manufacturing

$8M in assets, 148 participants

Heritage Homes of Nebraska's Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported $8M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,530 in Manufacturing (18,722 peers)

Coverage in Nebraska

Heritage Homes of Nebraska, Inc. Profit Sharing Plan covers 148 participants in Nebraska, about 27% of the average Nebraska filer (state average ~552 per filing). Assets: $8M.

#7,530
in Manufacturing (18,722 peers)
+21.8%
assets growth YoY

Heritage Homes of Nebraska, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,421,610 Top 45% higher than 55% 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 Homes of Nebraska, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Homes of Nebraska, Inc. Profit Sharing Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported participants rose from 134 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470597251 · Heritage Homes of Nebraska PY 2023 · 401(k)

Heritage Homes of Nebraska, Inc. Profit Sharing Plan · $8M · 148 · 55th

  • NET $8M
  • BOOK 148
  • VS-ST 55th
  • BOY 401(k)
  • SCH near Ohio Real Title Agency, LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #7530

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 Nebraska →

Heritage Homes of Nebraska, Inc. Profit Sharing Plan in the asset neighbourhood

Heritage Homes of Nebraska, Inc. Profit Sharing PlanHeritage Homes of Nebraska, …$8MOhio Real Title Agency, LLC 401(k) Profit Sharing Plan and TrustOhio Real Title Agency, LLC …$8MDenman Services, Inc. 401(k) Retirement Savings PlanDenman Services, Inc. 401(k)…$8MJohnson Automotive 401(k) PlanJohnson Automotive 401(k) Pl…$8MTri-Star Imports 401(k) Plan$8M
End-of-year total assets ($M) among Heritage Homes of Nebraska, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN470597251
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Homes of Nebraska)

Sponsor-wide plan assets over time

All Heritage Homes of Nebraska plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.34175890849636% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.91M $9.36M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 134 $7M
2023 1 148 $8M
2024 1 130 $9M

Nearby 401(k) Plans in Nebraska

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

Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Heritage Homes of Nebraska, Inc. Profit Sharing Plan, Total assets ($B): 0.00842161 · Participants: 148Heritage Homes of Nebraska, Inc. Profit Sharing PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Heritage Homes of Nebraska, Inc. Profit Sharing Plan side-by-side with 3 peers →

Heritage Homes of Nebraska, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Ohio Real Title Agency, LLC 401(k) Profit Sharing Plan and Trust in OH ($8M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Homes of Nebraska, Inc. Profit Sharing Plan assets move in 2023? ▼
Heritage Homes of Nebraska, Inc. Profit Sharing Plan grew sharply - up 21.8% during 2023, from $7M to $8M. Reported net income was $2M.
How have Heritage Homes of Nebraska plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Homes of Nebraska's sponsor-wide assets grew 35.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Heritage Homes of Nebraska, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ohio Real Title Agency, LLC 401(k) Profit Sharing Plan and Trust in OH ($8M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Homes of Nebraska, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 470597251.

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.