401(k) · DOL Form 5500 · 2023

Heritage Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
204
Participants Below avg headcount
51st
Percentile by assets National rank
$33,842
Avg per participant Low balance/head
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Official DOL plan name: Heritage Schools, Inc. 401(k) Plan · Sponsored by Heritage Schools, Inc. · Utah · Healthcare & Social Assistance

$7M in assets, 204 participants

Heritage Schools, Inc.'s Heritage Schools, Inc. 401(k) Plan reported $7M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,900 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Heritage Schools, Inc. 401(k) Plan covers 204 participants in Utah, about 34% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#9,900
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY

Heritage Schools, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$6,903,762 Top 49% higher than 51% 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 Schools, 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 Schools, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Schools, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heritage Schools, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870514958 · Heritage Schools, Inc. PY 2023 · 401(k)

Heritage Schools, Inc. 401(k) Plan · $7M · 204 · 51st

  • RANK $7M
  • RANK 204
  • RANK 51st
  • RANK 401(k)
  • RANK near Iplastics LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #9900

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 Utah →

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

Heritage Schools, Inc. 401(k) PlanHeritage Schools, Inc. 401(k…$7MIplastics LLC 401(k) Profit Sharing Plan & TrustIplastics LLC 401(k) Profit …$7MPlastivaloire America Inc. 401(k)Profit Sharing PlanPlastivaloire America Inc. 4…$7MCarolina Beverage Group LLC 401(k) Retirement PlanCarolina Beverage Group LLC …$7MT & K Asphalt Services, Inc. 401(k) PlanT & K Asphalt Services, Inc.…$7M
End-of-year total assets ($M) among Heritage Schools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN870514958
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Schools, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 38.23134549209277% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.68M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 204 $6M
2023 1 204 $7M
2024 1 215 $8M

Nearby 401(k) Plans in Utah

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

Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Heritage Schools, Inc. 401(k) Plan, Total assets ($B): 0.006903762 · Participants: 204Heritage Schools, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Heritage Schools, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Iplastics LLC 401(k) Profit Sharing Plan & Trust in IL ($7M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Schools, Inc. 401(k) Plan assets move in 2023? ▼
Heritage Schools, Inc. 401(k) Plan grew sharply - up 24.3% during 2023, from $6M to $7M. Reported net income was $1M.
How have Heritage Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Schools, Inc.'s sponsor-wide assets grew 38.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iplastics LLC 401(k) Profit Sharing Plan & Trust in IL ($7M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 870514958.

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.