Profit Sharing · DOL Form 5500 · 2023

Heritage Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
54
Participants Small participant base
37th
Percentile by assets National rank
$62,576
Avg per participant Low balance/head
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Official DOL plan name: Heritage Care, Inc. Retirement Plan · Sponsored by Heritage Care, Inc. · Louisiana · Healthcare & Social Assistance

$3M in assets, 54 participants

Heritage Care, Inc.'s Heritage Care, Inc. Retirement Plan reported $3M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,929 in Healthcare & Social Assistance (17,684 peers)

Heritage Care, Inc. multi-year trail

Heritage Care, Inc.'s plans moved +129.2% in assets from 2022 to 2024; this filing shows Heritage Care, Inc. Retirement Plan at $3M / 54 participants.

#6,929
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

Heritage Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heritage Care, Inc. Retirement Plan vs every filed plan by assets

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

$3,379,125 37th percentile higher than 37% 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 Care, Inc. 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 Care, Inc. Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Care, Inc. Retirement Plan reported net income rose from -$54K in the plan year 2022 filing to $496K in the plan year 2023 filing.
  • Heritage Care, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heritage Care, Inc. Retirement Plan reported participants fell from 55 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812486052 · Heritage Care, Inc. PY 2023 · Profit Sharing

Heritage Care, Inc. Retirement Plan · $3M · 54 · 37th

  • BOOK $3M
  • VS-ST 54
  • BOY 37th
  • SCH Profit Sharing
  • EBSA near Saranda Home Health Corp. Retirement Plan
  • PART ind #6929

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Heritage Care, Inc. Retirement Plan in the asset neighbourhood

Heritage Care, Inc. Retirement PlanHeritage Care, Inc. Retireme…$3MSaranda Home Health Corp. Retirement PlanSaranda Home Health Corp. Re…$3MMetropolitan Neurological Consultants, P.C. Profit Sharing PlanMetropolitan Neurological Co…$3MDougherty Dental Corporation Profit Sharing PlanDougherty Dental Corporation…$3MUnited Hebrew Geriatric Center Employees Retirement PlanUnited Hebrew Geriatric Cent…$3M
End-of-year total assets ($M) among Heritage Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Heritage Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 129.17170893151155% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.88M $6.61M ▲ +129.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 54 $3M
2024 1 60 $7M

Heritage Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$496K
Employer EIN812486052
Plan Effective Date2016-05-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0102030405060 Total assets ($M) Participants Heritage Care, Inc. Retirement Plan, Total assets ($M): 3.379125 · Participants: 54Heritage Care, Inc. Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 48.357643 · Participants: 86Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 46.043154 · Participants: 2003Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 12.688955 · Participants: 699Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 10.961148 · Participants: 529Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 10.159208 · Participants: 95Service Tool Co., LLC Retirement Plan
Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Heritage Care, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Saranda Home Health Corp. Retirement Plan in PA ($3M); by covered participants it is Laner Muchin Ltd Discretionary Contribution Plan in IL (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Care, Inc. Retirement Plan assets move in 2023? ▼
Heritage Care, Inc. Retirement Plan grew sharply - up 17.2% during 2023, from $3M to $3M. Reported net income was $496K.
How have Heritage Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Care, Inc.'s sponsor-wide assets grew 129.2%, from $3M to $7M.
Which Profit Sharing plans are similar in size to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saranda Home Health Corp. Retirement Plan in PA ($3M, 30 participants).
Which Profit Sharing plans cover a similar participant headcount to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laner Muchin Ltd Discretionary Contribution Plan in IL (54 participants, $6M 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 812486052.

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.