401(k) · DOL Form 5500 · 2023

Royal Heritage Home LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 15
Participants Small participant base: 27th
Percentile by assets National rank: $100,656
Avg per participant Below avg balance/head

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Official DOL plan name: Royal Heritage Home LLC 401(k) Plan · Sponsored by Royal Heritage Home LLC · Florida · Wholesale Trade

$2M in assets, 15 participants

Royal Heritage Home LLC's Royal Heritage Home LLC 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#1,053 in Wholesale Trade (6,309 peers)

Royal Heritage Home LLC multi-year trail

Royal Heritage Home LLC's plans moved +11.5% in assets from 2022 to 2023; this filing shows Royal Heritage Home LLC 401(k) Plan at $2M / 15 participants.

#1,053
in Wholesale Trade (6,309 peers): +11.5%
assets growth YoY

Royal Heritage Home LLC 401(k) Plan among the smaller filed plans by assets

Royal Heritage Home LLC 401(k) Plan vs every filed plan by assets

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

$1,509,834 27th percentile higher than 27% 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

Royal Heritage Home LLC 401(k) 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. Royal Heritage Home LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Royal Heritage Home LLC 401(k) Plan reported net income rose from -$208K in the plan year 2022 filing to $156K in the plan year 2023 filing.
Royal Heritage Home LLC 401(k) Plan reported participants fell from 21 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Royal Heritage Home LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020726565 · Royal Heritage Home LLC PY 2023 · 401(k)

Royal Heritage Home LLC 401(k) Plan · $2M · 15 · 27th

RANK $2M
PHOTO 15
IND 27th
EOY 401(k)
5500 near Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust
ASSETS ind #1053

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 Wholesale Trade retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Royal Heritage Home LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Royal Heritage Home LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 11.506769795920176% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	21	$1M
2023	1	15	$2M

Royal Heritage Home LLC filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$156K
Employer EIN	020726565
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Royal Heritage Home LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Royal Heritage Home LLC 401(k) Plan side-by-side with 3 peers →

Royal Heritage Home LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 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 (15 participants); asset peers above are excluded.

Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off

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 Royal Heritage Home LLC 401(k) Plan assets move in 2023? ▼

Royal Heritage Home LLC 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $1M to $2M. Reported net income was $156K.

How have Royal Heritage Home LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Royal Heritage Home LLC's sponsor-wide assets grew 11.5%, from $1M to $2M.

Which 401(k) plans are similar in size to Royal Heritage Home LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust in TX ($2M, 31 participants).

Which 401(k) plans cover a similar participant headcount to Royal Heritage Home LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 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 020726565.