401(k) · DOL Form 5500 · 2023

Heritage Aviation, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
57
Participants Small participant base
47th
Percentile by assets National rank
$99,250
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Aviation, Inc.401(k) Retirement Plan · Sponsored by Heritage Aviation, Inc. · Vermont · Transportation & Warehousing

$6M in assets, 57 participants

Heritage Aviation, Inc.'s Heritage Aviation, Inc.401(k) Retirement Plan reported $6M in total assets and 57 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.

  • #1,580 in Transportation & Warehousing (3,362 peers)

Heritage Aviation, Inc. multi-year trail

Heritage Aviation, Inc.'s plans moved +21.9% in assets from 2022 to 2024; this filing shows Heritage Aviation, Inc.401(k) Retirement Plan at $6M / 57 participants.

#1,580
in Transportation & Warehousing (3,362 peers)
+16.6%
assets growth YoY

Heritage Aviation, Inc.401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Heritage Aviation, Inc.401(k) Retirement Plan vs every filed plan by assets

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

$5,657,245 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 Aviation, Inc.401(k) Retirement 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, Inc.401(k) Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Aviation, Inc.401(k) Retirement Plan reported net income rose from -$921K in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • Heritage Aviation, Inc.401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heritage Aviation, Inc.401(k) Retirement Plan reported participants rose from 54 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020617193 · Heritage Aviation, Inc. PY 2023 · 401(k)

Heritage Aviation, Inc.401(k) Retirement Plan · $6M · 57 · 47th

  • EIN $6M
  • EIN 57
  • EIN 47th
  • EIN 401(k)
  • EIN near Alliance Sports Group 401(k) Savings Plan
  • EIN ind #1580

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 Transportation & Warehousing retirement plans → · Plans in Vermont →

Heritage Aviation, Inc.401(k) Retirement Plan in the asset neighbourhood

Heritage Aviation, Inc.401(k) Retirement PlanHeritage Aviation, Inc.401(k…$6MAlliance Sports Group 401(k) Savings PlanAlliance Sports Group 401(k)…$6MLiftfund, Inc. 401(k) Profit Sharing PlanLiftfund, Inc. 401(k) Profit…$6MTslf 2021 401(k) Plan$6MArrow Strategies 401(k) Plan$6M
End-of-year total assets ($M) among Heritage Aviation, Inc.401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Aviation, Inc. multi-year asset trail

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

Heritage Aviation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$804K
Employer EIN020617193
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Heritage Aviation, Inc.401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Heritage Aviation, Inc.401(k) Retirement Plan, Total assets ($B): 0.005657245 · Participants: 57Heritage Aviation, Inc.401(k) Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Heritage Aviation, Inc.401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Heritage Aviation, Inc.401(k) Retirement Plan side-by-side with 3 peers →

Heritage Aviation, Inc.401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Alliance Sports Group 401(k) Savings Plan in TX ($6M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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, Inc.401(k) Retirement Plan assets move in 2023? ▼
Heritage Aviation, Inc.401(k) Retirement Plan grew sharply - up 16.6% during 2023, from $5M to $6M. Reported net income was $804K.
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 401(k) plans are similar in size to Heritage Aviation, Inc.401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Sports Group 401(k) Savings Plan in TX ($6M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Aviation, Inc.401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 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.