401(k) · DOL Form 5500 · 2023

Heritage Millwork Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
70
Participants Small participant base
48th
Percentile by assets National rank
$85,543
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Millwork Inc 401(k) Profit Sharing Plan · Sponsored by Heritage Millwork Inc · Minnesota · Wholesale Trade

$6M in assets, 70 participants

Heritage Millwork Inc's Heritage Millwork Inc 401(k) Profit Sharing Plan reported $6M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,362 in Wholesale Trade (6,309 peers)

Heritage Millwork Inc multi-year trail

Heritage Millwork Inc's plans moved +45.2% in assets from 2022 to 2024; this filing shows Heritage Millwork Inc 401(k) Profit Sharing Plan at $6M / 70 participants.

#2,362
in Wholesale Trade (6,309 peers)
+26.7%
assets growth YoY

Heritage Millwork Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Heritage Millwork Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,988,033 48th percentile higher than 48% 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 Millwork Inc 401(k) Profit Sharing 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 Millwork Inc 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Millwork Inc 401(k) Profit Sharing Plan reported net income rose from -$703K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heritage Millwork Inc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heritage Millwork Inc 401(k) Profit Sharing Plan reported participants fell from 71 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411864718 · Heritage Millwork Inc PY 2023 · 401(k)

Heritage Millwork Inc 401(k) Profit Sharing Plan · $6M · 70 · 48th

  • RANK $6M
  • PHOTO 70
  • IND 48th
  • EOY 401(k)
  • 5500 near Florence Concrete Products 401(k) Plan
  • ASSETS ind #2362

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 Minnesota →

Heritage Millwork Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Millwork Inc 401(k) Profit Sharing PlanHeritage Millwork Inc 401(k)…$6MFlorence Concrete Products 401(k) PlanFlorence Concrete Products 4…$6MProgressive Community Health Centers 401(k) PlanProgressive Community Health…$6MPoint University Retirement Savings PlanPoint University Retirement …$6MScmhc 401(k) Plan$6M
End-of-year total assets ($M) among Heritage Millwork Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Millwork Inc multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Millwork Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.23566129879012% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.73M $6.86M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 70 $6M
2024 1 74 $7M

Heritage Millwork Inc filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN411864718
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Heritage Millwork Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005988033 · Participants: 70Heritage Millwork Inc 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heritage Millwork Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Millwork Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Florence Concrete Products 401(k) Plan in SC ($6M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

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 Millwork Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Heritage Millwork Inc 401(k) Profit Sharing Plan grew sharply - up 26.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Heritage Millwork Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Millwork Inc's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florence Concrete Products 401(k) Plan in SC ($6M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 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 411864718.

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.