Other · DOL Form 5500 · 2023

American Heritage Schools Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
97
Participants Small participant base
39th
Percentile by assets National rank
$38,716
Avg per participant Low balance/head
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Official DOL plan name: American Heritage Schools 403(b) Plan · Sponsored by American Heritage Schools · Utah · Educational Services

$4M in assets, 97 participants

American Heritage Schools's American Heritage Schools 403(b) Plan reported $4M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #961 in Educational Services (3,735 peers)

American Heritage Schools multi-year trail

American Heritage Schools's plans moved +68.0% in assets from 2022 to 2024; this filing shows American Heritage Schools 403(b) Plan at $4M / 97 participants.

#961
in Educational Services (3,735 peers)
+38.4%
assets growth YoY

American Heritage Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

American Heritage Schools 403(b) Plan vs every filed plan by assets

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

$3,755,409 39th percentile higher than 39% 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

American Heritage Schools 403(b) 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. American Heritage Schools 403(b) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Heritage Schools 403(b) Plan reported net income rose from -$331K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • American Heritage Schools 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American Heritage Schools 403(b) Plan reported participants rose from 79 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 866153035 · American Heritage Schools PY 2023 · Other

American Heritage Schools 403(b) Plan · $4M · 97 · 39th

  • TYPE $4M
  • NET 97
  • BOOK 39th
  • VS-ST Other
  • BOY near 403(b) Thrift Plan for Employees of Jeremiah Program
  • SCH ind #961

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 Educational Services retirement plans → · Plans in Utah →

American Heritage Schools 403(b) Plan in the asset neighbourhood

American Heritage Schools 403(b) PlanAmerican Heritage Schools 40…$4M403(b) Thrift Plan for Employees of Jeremiah Program403(b) Thrift Plan for Emplo…$4MSouthern Mississippi Planning and Development District 403(b) PlanSouthern Mississippi Plannin…$4M403(b) Thrift Plan for Employees of Ep!C403(b) Thrift Plan for Emplo…$4M403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle403(b) Thrift Plan of the Al…$4M
End-of-year total assets ($M) among American Heritage Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

American Heritage Schools multi-year asset trail

Sponsor-wide plan assets over time

All American Heritage Schools plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.99411073151495% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.56M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 97 $4M
2024 1 109 $5M

American Heritage Schools filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN866153035
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants American Heritage Schools 403(b) Plan, Total assets ($M): 3.755409 · Participants: 97American Heritage Schools 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare American Heritage Schools 403(b) Plan side-by-side with 3 peers →

American Heritage Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is 403(b) Thrift Plan for Employees of Jeremiah Program in MN ($4M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 American Heritage Schools 403(b) Plan assets move in 2023? ▼
American Heritage Schools 403(b) Plan surged - up 38.4% during 2023, from $3M to $4M. Reported net income was $1M.
How have American Heritage Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Schools's sponsor-wide assets grew 68.0%, from $3M to $5M.
Which Other plans are similar in size to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Jeremiah Program in MN ($4M, 132 participants).
Which Other plans cover a similar participant headcount to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants, $26M 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 866153035.

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.