401(k) · DOL Form 5500 · 2023

North American Heritage Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
129
Participants Small participant base
65th
Percentile by assets National rank
$102,782
Avg per participant Below avg balance/head
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Official DOL plan name: North American Heritage Services 401(k) Plan · Sponsored by North American Heritage Services, Inc. · Kentucky · Other Services

$13M in assets, 129 participants

North American Heritage Services, Inc.'s North American Heritage Services 401(k) Plan reported $13M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,302 in Other Services (7,857 peers)

Coverage in Kentucky

North American Heritage Services 401(k) Plan covers 129 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.

#6,302
in Other Services (7,857 peers)
+16.7%
assets growth YoY

North American Heritage Services 401(k) Plan's mid-pack asset rank among Other Services and all filers

North American Heritage Services 401(k) Plan vs every filed plan by assets

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

$13,258,874 Top 35% higher than 65% 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

North American Heritage Services 401(k) 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. North American Heritage Services 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North American Heritage Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North American Heritage Services 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • North American Heritage Services 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030356103 · North American Heritage Services, Inc. PY 2023 · 401(k)

North American Heritage Services 401(k) Plan · $13M · 129 · 65th

  • NET $13M
  • NET 129
  • NET 65th
  • NET 401(k)
  • NET near Advantage Mailing, LLC 401(k) Plan
  • NET ind #6302

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 Kentucky →

North American Heritage Services 401(k) Plan in the asset neighbourhood

North American Heritage Services 401(k) PlanNorth American Heritage Serv…$13MAdvantage Mailing, LLC 401(k) PlanAdvantage Mailing, LLC 401(k…$13MThe Flippen Group Retirement PlanThe Flippen Group Retirement…$13MSymmetry Surgical, Inc. 401(k) PlanSymmetry Surgical, Inc. 401(…$13MThe Rabine Group 401(k) Profit Sharing PlanThe Rabine Group 401(k) Prof…$13M
End-of-year total assets ($M) among North American Heritage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN030356103
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North American Heritage Services, Inc.)

Sponsor-wide plan assets over time

All North American Heritage Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.5738070863052% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.4M $15.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 124 $11M
2023 1 129 $13M
2024 1 122 $15M

Nearby 401(k) Plans in Kentucky

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

North American Heritage Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants North American Heritage Services 401(k) Plan, Total assets ($B): 0.013258874 · Participants: 129North American Heritage Services 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
North American Heritage Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare North American Heritage Services 401(k) Plan side-by-side with 3 peers →

North American Heritage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Advantage Mailing, LLC 401(k) Plan in CA ($13M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 North American Heritage Services 401(k) Plan assets move in 2023? ▼
North American Heritage Services 401(k) Plan grew sharply - up 16.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have North American Heritage Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North American Heritage Services, Inc.'s sponsor-wide assets grew 33.6%, from $11M to $15M.
Which 401(k) plans are similar in size to North American Heritage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advantage Mailing, LLC 401(k) Plan in CA ($13M, 697 participants).
Which 401(k) plans cover a similar participant headcount to North American Heritage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 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 030356103.

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.