401(k) · DOL Form 5500 · 2023

Heritage Village Master Association 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
77
Participants Small participant base
50th
Percentile by assets National rank
$85,932
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Village Master Association · Connecticut · Other Services

$7M in assets, 77 participants

Heritage Village Master Association's Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,509 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Heritage Village Master Association 401(k) Profit Sharing Plan and Trust ranks #5,509 of 7,857 2023 filers by assets (303% of the sector average)-$7M for 77 participants.

#5,509
in Other Services (7,857 peers)
+22.4%
assets growth YoY

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,616,802 Top 50% higher than 50% 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 Village Master Association 401(k) Profit Sharing Plan and Trust 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 Village Master Association 401(k) Profit Sharing Plan and Trust is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported net income rose from -$723K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported participants fell from 127 in the plan year 2022 filing to 77 in the plan year 2023 filing.
  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060888160 · Heritage Village Master Association PY 2023 · 401(k)

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · $7M · 77 · 50th

  • NET $7M
  • BOOK 77
  • VS-ST 50th
  • BOY 401(k)
  • SCH near Gemini Rosemont Property Management 401(k) Plan
  • EBSA ind #5509

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 Other Services retirement plans → · Plans in Connecticut →

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Heritage Village Master Association 401(k) Profit Sharing Plan and TrustHeritage Village Master Asso…$7MGemini Rosemont Property Management 401(k) PlanGemini Rosemont Property Man…$7MOpen Exchange, Inc. 401(k) PlanOpen Exchange, Inc. 401(k) P…$7MLevel 10, LLC 401(k) Profit Sharing PlanLevel 10, LLC 401(k) Profit …$7MRp Automotive II Retirement Savings PlanRp Automotive II Retirement …$7M
End-of-year total assets ($M) among Heritage Village Master Association 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN060888160
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Village Master Association)

Sponsor-wide plan assets over time

All Heritage Village Master Association plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.55077335231873% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.5M $8.32M ▼ -49.5%
Year Plans Participants Total Assets
2022 2 162 $16M
2023 2 110 $19M
2024 2 113 $8M

Nearby 401(k) Plans in Connecticut

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

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heritage Village Master Association 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006616802 · Participants: 77Heritage Village Master Association 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Gemini Rosemont Property Management 401(k) Plan in CA ($7M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Village Master Association 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust grew sharply - up 22.4% during 2023, from $5M to $7M. Reported net income was $1M.
How have Heritage Village Master Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association's sponsor-wide assets declined 49.6%, from $16M to $8M.
Which 401(k) plans are similar in size to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Rosemont Property Management 401(k) Plan in CA ($7M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 060888160.

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.