401(k) · DOL Form 5500 · 2023
National Heritage Academies, Inc. 401(k) Plan
Data updated 2026-08-11
- $265M
- Total assets
- 6,534
- Participants
- 96th
- Percentile by assets
- $40,607
- Avg per participant
Official DOL plan name: National Heritage Academies, Inc. Retirement Savings Plan · Sponsored by National Heritage Academies, Inc. · Michigan · Educational Services
$265M in assets, 6,534 participants
National Heritage Academies, Inc.'s National Heritage Academies, Inc. Retirement Savings Plan reported $265M in total assets and 6,534 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #3,481 in Educational Services (3,735 peers)
Coverage in Michigan
National Heritage Academies, Inc. Retirement Savings Plan covers 6,534 participants in Michigan, 10x the typical Michigan plan (state average ~638 per filing). Assets: $265M.
- $265M
- total plan assets (2023 EOY)
- 6,534
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $40,607
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Heritage Academies, Inc. Retirement Savings Plan reported net income rose from -$38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- National Heritage Academies, Inc. Retirement Savings Plan end-of-year assets rose from $216M in the plan year 2022 filing to $265M in the plan year 2023 filing.
- National Heritage Academies, Inc. Retirement Savings Plan reported participants rose from 5,936 in the plan year 2022 filing to 6,534 in the plan year 2023 filing.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. National Heritage Academies, Inc. Retirement Savings Plan reports 6,534 participants - 10x that state average ($265M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $265M |
| Net Income | $49M |
| Employer EIN | 383244019 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Heritage Academies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,936 | $216M |
| 2023 | 1 | 6,534 | $265M |
| 2024 | 1 | 6,719 | $307M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Scale composition for National Heritage Academies, Inc. Retirement Savings Plan
National Heritage Academies, Inc. Retirement Savings Plan reports $265M in end-of-year assets across 6,534 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $40,607 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $49M.
This plan identity (EIN 383244019, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $216M to $307M (+42.0%) while covered participants moved from 5,936 to 6,719 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,936 | $216M | Open filing |
| 2023 | 6,534 | $265M | This page |
| 2024 · index core | 6,719 | $307M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- National Heritage Academies, Inc. Retirement Savings Plan (401(k), $307M, 6,719 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to National Heritage Academies, Inc. Retirement Savings Plan by total assets, not by location.
- Public Consulting Group LLC 401(k) Profit Sharing Plan (MA) $265M · 2,859
- Caleres, Inc. 401 (K) Savings Plan (MO) $265M · 2,386
- Robinson & Cole Savings Plan (CT) $265M · 375
- Stonex Group Inc. 401(k) Plan (MO) $266M · 1,711
Frequently Asked Questions
How did National Heritage Academies, Inc. Retirement Savings Plan assets move in 2023? ▼
How have National Heritage Academies, Inc. plan assets changed over time? ▼
Where does National Heritage Academies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to National Heritage Academies, Inc. Retirement Savings Plan? ▼
Next read for National Heritage Academies, Inc. Retire…
Filing takeaways
Ways to act on National Heritage Academies, Inc. Retirement Savings Plan's numbers.
- By total assets, National Heritage Academies, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- National Heritage Academies, Inc.'s sponsor-wide assets have grown 42.0% since 2022 across 3 plan years on file. More Educational Services plans