401(k) · DOL Form 5500 · 2023

Heritage's Dairy Stores, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
144
Participants Small participant base
47th
Percentile by assets National rank
$40,323
Avg per participant Low balance/head
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Official DOL plan name: Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Heritage's Dairy Stores, Inc. · New Jersey · Manufacturing

$6M in assets, 144 participants

Heritage's Dairy Stores, Inc.'s Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust reported $6M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,783 in Manufacturing (18,722 peers)

Coverage in New Jersey

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust covers 144 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#5,783
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$5,806,503 47th percentile higher than 47% 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust reported net income rose from -$807K in the plan year 2022 filing to $901K in the plan year 2023 filing.
  • Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 210717632 · Heritage's Dairy Stores, Inc. PY 2023 · 401(k)

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · $6M · 144 · 47th

  • VS-ST $6M
  • VS-ST 144
  • VS-ST 47th
  • VS-ST 401(k)
  • VS-ST near Intellicor Retirement Plan
  • VS-ST ind #5783

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 New Jersey →

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$6MIntellicor Retirement Plan$6MOci Holdings 401(k) Plan$6M401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc.401(k) Profit Sharing Plan f…$6MCpm & Rosemurgy Properties 401(k) Retirement PlanCpm & Rosemurgy Properties 4…$6M
End-of-year total assets ($M) among Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$901K
Employer EIN210717632
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage's Dairy Stores, Inc.)

Sponsor-wide plan assets over time

All Heritage's Dairy Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.15831364258177% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.91M $6.73M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 144 $5M
2023 1 144 $6M
2024 1 202 $7M

Nearby 401(k) Plans in New Jersey

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

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.005806503 · Participants: 144Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust side-by-side with 3 peers →

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Intellicor Retirement Plan in PA ($6M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust assets move in 2023? ▼
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust grew sharply - up 18.4% during 2023, from $5M to $6M. Reported net income was $901K.
How have Heritage's Dairy Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage's Dairy Stores, Inc.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intellicor Retirement Plan in PA ($6M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 210717632.

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.