ESOP · DOL Form 5500 · 2023

Heritage Aviation, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
61
Participants Small participant base
48th
Percentile by assets National rank
$101,201
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Aviation Employee Stock Ownership Plan · Sponsored by Heritage Aviation, Inc. · Vermont · Other Services

$6M in assets, 61 participants

Heritage Aviation, Inc.'s Heritage Aviation Employee Stock Ownership Plan reported $6M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,417 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Heritage Aviation Employee Stock Ownership Plan ranks #5,417 of 7,857 2023 filers by assets (325% of the sector average)-$6M for 61 participants.

#5,417
in Other Services (7,857 peers)
-3.4%
assets change YoY

The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Aviation Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Heritage Aviation Employee Stock Ownership Plan vs every filed plan by assets

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

$6,173,261 48th percentile higher than 48% 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 Aviation Employee Stock Ownership 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 Aviation Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Aviation Employee Stock Ownership Plan reported net income rose from -$998K in the plan year 2022 filing to -$191K in the plan year 2023 filing.
  • Heritage Aviation Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heritage Aviation Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020617193 · Heritage Aviation, Inc. PY 2023 · ESOP

Heritage Aviation Employee Stock Ownership Plan · $6M · 61 · 48th

  • SCH $6M
  • EBSA 61
  • PART 48th
  • TYPE ESOP
  • NET near Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #5417

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 What is an ESOP? → · Plans in Vermont →

Heritage Aviation Employee Stock Ownership Plan in the asset neighbourhood

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$6MOff Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$6MSsc Advisors, Inc. Employee Stock Ownership Plan & TrustSsc Advisors, Inc. Employee …$6MHeritage Aviation Employee Stock Ownership PlanHeritage Aviation Employee S…$6MFirst Liberty Capital Corporation Employee Stock Ownership PlanFirst Liberty Capital Corpor…$6M
End-of-year total assets ($M) among Heritage Aviation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$191K
Employer EIN020617193
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Aviation, Inc.)

Sponsor-wide plan assets over time

All Heritage Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.93912879782537% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.7M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 113 $11M
2023 2 118 $12M
2024 2 126 $14M

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400500 Total assets ($M) Participants Heritage Aviation Employee Stock Ownership Plan, Total assets ($M): 6.173261 · Participants: 61Heritage Aviation Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Heritage Aviation Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Aviation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($6M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Aviation Employee Stock Ownership Plan assets move in 2023? ▼
Heritage Aviation Employee Stock Ownership Plan edged down modestly - down 3.4% during 2023, from $6M to $6M. Reported net income was -$191K.
How have Heritage Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Aviation, Inc.'s sponsor-wide assets grew 21.9%, from $11M to $14M.
Which ESOP plans are similar in size to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($6M, 25 participants).
Which ESOP plans cover a similar participant headcount to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 020617193.

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.