401(k) · DOL Form 5500 · 2023

Heritage Plastics, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
249
Participants Below avg headcount
80th
Percentile by assets National rank
$129,523
Avg per participant Near avg balance/head
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Official DOL plan name: Heritage Plastics, Inc. 401(k) Plan · Sponsored by Heritage Plastics, Inc. · Mississippi · Manufacturing

$32M in assets, 249 participants

Heritage Plastics, Inc.'s Heritage Plastics, Inc. 401(k) Plan reported $32M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,542 in Manufacturing (18,722 peers)

Where Heritage Plastics, Inc. 401(k) Plan sits by assets

Heritage Plastics, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 249 participants (~$129,523/participant), up 18.5% in 2023.

#13,542
in Manufacturing (18,722 peers)
+18.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heritage Plastics, Inc. 401(k) Plan's outsized position by total assets

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

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

$32,251,332 Top 20% higher than 80% 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 Plastics, Inc. 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. Heritage Plastics, Inc. 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Plastics, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Heritage Plastics, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Heritage Plastics, Inc. 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640661427 · Heritage Plastics, Inc. PY 2023 · 401(k)

Heritage Plastics, Inc. 401(k) Plan · $32M · 249 · 80th

  • PART $32M
  • PART 249
  • PART 80th
  • PART 401(k)
  • PART near Mac Trailer Enterprises, Inc. 401(k) Plan
  • PART ind #13542

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 Mississippi →

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

Heritage Plastics, Inc. 401(k) PlanHeritage Plastics, Inc. 401(…$32MMac Trailer Enterprises, Inc. 401(k) PlanMac Trailer Enterprises, Inc…$32MArmon, Inc. 401(k) Profit Sharing PlanArmon, Inc. 401(k) Profit Sh…$32MTactile Systems Technology, Inc. 401(k) PlanTactile Systems Technology, …$32MReservoir Operations, L.P. 401(k) PlanReservoir Operations, L.P. 4…$32M
End-of-year total assets ($M) among Heritage Plastics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN640661427
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Plastics, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 35.02315396185829% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.2M $36.8M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 243 $27M
2023 1 249 $32M
2024 1 238 $37M

Nearby 401(k) Plans in Mississippi

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

Heritage Plastics, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Heritage Plastics, Inc. 401(k) Plan, Total assets ($M): 32.251332 · Participants: 249Heritage Plastics, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Heritage Plastics, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Heritage Plastics, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Mac Trailer Enterprises, Inc. 401(k) Plan in OH ($32M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Plastics, Inc. 401(k) Plan assets move in 2023? ▼
Heritage Plastics, Inc. 401(k) Plan grew sharply - up 18.5% during 2023, from $27M to $32M. Reported net income was $5M.
How have Heritage Plastics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Plastics, Inc.'s sponsor-wide assets grew 35.0%, from $27M to $37M.
Where does Heritage Plastics, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Plastics, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Plastics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mac Trailer Enterprises, Inc. 401(k) Plan in OH ($32M, 1,401 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Plastics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 640661427.

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.