401(k) · DOL Form 5500 · 2023

Heritage Holdings of Lancaster County, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
605
Participants Below avg headcount
77th
Percentile by assets National rank
$43,502
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Holdings of Lancaster County, Inc. Retirement Plan · Sponsored by Heritage Holdings of Lancaster County, Inc. · Pennsylvania · Wholesale Trade

$26M in assets, 605 participants

Heritage Holdings of Lancaster County, Inc.'s Heritage Holdings of Lancaster County, Inc. Retirement Plan reported $26M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,792 in Wholesale Trade (6,309 peers)

Where Heritage Holdings of Lancaster County, Inc. Retirement Plan sits by assets

Heritage Holdings of Lancaster County, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 605 participants (~$43,502/participant), up 7.3% in 2023.

#4,792
in Wholesale Trade (6,309 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heritage Holdings of Lancaster County, Inc. Retirement Plan's outsized position by total assets

Heritage Holdings of Lancaster County, Inc. Retirement Plan vs every filed plan by assets

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

$26,318,824 Top 23% higher than 77% 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 Holdings of Lancaster County, Inc. Retirement 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 Holdings of Lancaster County, Inc. Retirement Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Holdings of Lancaster County, Inc. Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heritage Holdings of Lancaster County, Inc. Retirement Plan reported participants rose from 498 in the plan year 2022 filing to 605 in the plan year 2023 filing.
  • Heritage Holdings of Lancaster County, Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830933673 · Heritage Holdings of Lancaster County, Inc. PY 2023 · 401(k)

Heritage Holdings of Lancaster County, Inc. Retirement Plan · $26M · 605 · 77th

  • BOY $26M
  • BOY 605
  • BOY 77th
  • BOY 401(k)
  • BOY near Pyramid Systems, Inc. Retirement Plan
  • BOY ind #4792

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 Pennsylvania →

Heritage Holdings of Lancaster County, Inc. Retirement Plan in the asset neighbourhood

Heritage Holdings of Lancaster County, Inc. Retirement PlanHeritage Holdings of Lancast…$26MPyramid Systems, Inc. Retirement PlanPyramid Systems, Inc. Retire…$26MAmerican Bank & Trust 401(k) Profit Sharing PlanAmerican Bank & Trust 401(k)…$26MMika Meyers Profit-Sharing and Retirement Savings PlanMika Meyers Profit-Sharing a…$26MPandi Capital LLC 401(k) Plan$26M
End-of-year total assets ($M) among Heritage Holdings of Lancaster County, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN830933673
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Holdings of Lancaster County, Inc.)

Sponsor-wide plan assets over time

All Heritage Holdings of Lancaster County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 16.74552145089649% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.5M $28.6M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 498 $25M
2023 1 605 $26M
2024 1 548 $29M

Nearby 401(k) Plans in Pennsylvania

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

Heritage Holdings of Lancaster County, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Heritage Holdings of Lancaster County, Inc. Retirement Plan, Total assets ($B): 0.026318824 · Participants: 605Heritage Holdings of Lancaster County, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Heritage Holdings of Lancaster County, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Heritage Holdings of Lancaster County, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Pyramid Systems, Inc. Retirement Plan in VA ($26M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Holdings of Lancaster County, Inc. Retirement Plan assets move in 2023? ▼
Heritage Holdings of Lancaster County, Inc. Retirement Plan grew at a solid clip - up 7.3% during 2023, from $25M to $26M. Reported net income was $2M.
How have Heritage Holdings of Lancaster County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Holdings of Lancaster County, Inc.'s sponsor-wide assets grew 16.7%, from $25M to $29M.
Where does Heritage Holdings of Lancaster County, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Holdings of Lancaster County, Inc. Retirement Plan ranks in the 77th 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 Holdings of Lancaster County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pyramid Systems, Inc. Retirement Plan in VA ($26M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Holdings of Lancaster County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M 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 830933673.

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.