401(k) · DOL Form 5500 · 2023

F.B. Heron Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
12
Participants Small participant base
49th
Percentile by assets National rank
$526,323
Avg per participant High balance/head
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Official DOL plan name: The F B Heron Foundation 401(k) Savings Plan · Sponsored by F.B. Heron Foundation · Connecticut · Other Services

$6M in assets, 12 participants

F.B. Heron Foundation's The F B Heron Foundation 401(k) Savings Plan reported $6M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,448 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The F B Heron Foundation 401(k) Savings Plan ranks #5,448 of 7,857 2023 filers by assets (318% of the sector average)-$6M for 12 participants.

#5,448
in Other Services (7,857 peers)
+22.4%
assets growth YoY

The F B Heron Foundation 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers

The F B Heron Foundation 401(k) Savings Plan vs every filed plan by assets

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

$6,315,870 49th percentile higher than 49% 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

The F B Heron Foundation 401(k) 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 F B Heron Foundation 401(k) Savings Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The F B Heron Foundation 401(k) Savings Plan reported net income rose from -$339K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The F B Heron Foundation 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The F B Heron Foundation 401(k) Savings Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133647019 · F.B. Heron Foundation PY 2023 · 401(k)

The F B Heron Foundation 401(k) Savings Plan · $6M · 12 · 49th

  • PART $6M
  • TYPE 12
  • NET 49th
  • BOOK 401(k)
  • VS-ST near Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5448

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 Other Services retirement plans → · Plans in Connecticut →

The F B Heron Foundation 401(k) Savings Plan in the asset neighbourhood

The F B Heron Foundation 401(k) Savings PlanThe F B Heron Foundation 401…$6MGoodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing PlanGoodwill Industries of Ne Io…$6MShively Bros., Inc. Profit Sharing PlanShively Bros., Inc. Profit S…$6MVictorian Finance, LLC 401(k) P/S PlanVictorian Finance, LLC 401(k…$6MAmerican General Media Profit Sharing and 401(k) PlanAmerican General Media Profi…$6M
End-of-year total assets ($M) among The F B Heron Foundation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN133647019
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F.B. Heron Foundation)

Sponsor-wide plan assets over time

All F.B. Heron Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.31469559948784% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.16M $6.77M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 12 $6M
2024 1 7 $7M

Nearby 401(k) Plans in Connecticut

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

The F B Heron Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The F B Heron Foundation 401(k) Savings Plan, Total assets ($B): 0.00631587 · Participants: 12The F B Heron Foundation 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The F B Heron Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The F B Heron Foundation 401(k) Savings Plan side-by-side with 3 peers →

The F B Heron Foundation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan in IA ($6M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 The F B Heron Foundation 401(k) Savings Plan assets move in 2023? ▼
The F B Heron Foundation 401(k) Savings Plan grew sharply - up 22.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have F.B. Heron Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F.B. Heron Foundation's sponsor-wide assets grew 31.3%, from $5M to $7M.
Which 401(k) plans are similar in size to The F B Heron Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwill Industries of Ne Iowa, Inc. 401(k) Profit Sharing Plan in IA ($6M, 359 participants).
Which 401(k) plans cover a similar participant headcount to The F B Heron Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 133647019.

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.