401(k) · DOL Form 5500 · 2023
Architectural Heritage Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $291,130
- Avg per participant High balance/head
Official DOL plan name: Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan · Sponsored by Architectural Heritage Foundation, Inc. · Massachusetts · Real Estate
$2M in assets, 6 participants
Architectural Heritage Foundation, Inc.'s Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #2,279 in Real Estate (4,727 peers)
Architectural Heritage Foundation, Inc. multi-year trail
Architectural Heritage Foundation, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan at $2M / 6 participants.
- #2,279
- in Real Estate (4,727 peers)
- +2.8%
- assets growth YoY
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan among the smaller filed plans by assets
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,746,780 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$322K in the plan year 2022 filing to $48K in the plan year 2023 filing.
- Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042400219 · Architectural Heritage Foundation, Inc. PY 2023 · 401(k)
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan · $2M · 6 · 29th
- ASSETS $2M
- ASSETS 6
- ASSETS 29th
- ASSETS 401(k)
- ASSETS near City Street Residential Inc 401(k) Profit Sharing Plan & Trust
- ASSETS ind #2279
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 Real Estate retirement plans → · Plans in Massachusetts →
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood
Architectural Heritage Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Architectural Heritage Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 22.70953473604794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
Architectural Heritage Foundation, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $48K |
| Employer EIN | 042400219 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is City Street Residential Inc 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.