Defined Benefit (Pension) · DOL Form 5500 · 2023

Heritage Village Master Association, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
33
Participants Small participant base
63rd
Percentile by assets National rank
$366,549
Avg per participant High balance/head
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Official DOL plan name: Heritage Village Master Association, Inc. Retirement Income Plan · Sponsored by Heritage Village Master Association, Inc. · Connecticut · Other Services

$12M in assets, 33 participants

Heritage Village Master Association, Inc.'s Heritage Village Master Association, Inc. Retirement Income Plan reported $12M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,212 in Other Services (7,857 peers)

Heritage Village Master Association, Inc. multi-year trail

Heritage Village Master Association, Inc.'s plans moved -49.6% in assets from 2022 to 2024; this filing shows Heritage Village Master Association, Inc. Retirement Income Plan at $12M / 33 participants.

#6,212
in Other Services (7,857 peers)
+9.1%
assets growth YoY

Heritage Village Master Association, Inc. Retirement Income Plan's mid-pack asset rank among Other Services and all filers

Heritage Village Master Association, Inc. Retirement Income Plan vs every filed plan by assets

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

$12,096,133 Top 37% higher than 63% 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, Inc. Retirement Income 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. Heritage Village Master Association, Inc. Retirement Income Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Village Master Association, Inc. Retirement Income Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heritage Village Master Association, Inc. Retirement Income Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Heritage Village Master Association, Inc. Retirement Income Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060888160 · Heritage Village Master Association, Inc. PY 2023 · Defined Benefit (Pension)

Heritage Village Master Association, Inc. Retirement Income Plan · $12M · 33 · 63rd

  • PART $12M
  • TYPE 33
  • NET 63rd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Tuality Healthcare Cash Balance Pension Plan
  • BOY ind #6212

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, Inc. Retirement Income Plan in the asset neighbourhood

Elkhart Brass Manufacturing Company Inc., Retirement PlanElkhart Brass Manufacturing …$12MHeritage Village Master Association, Inc. Retirement Income PlanHeritage Village Master Asso…$12MNorris, Inc. Pension Plan$12MTuality Healthcare Cash Balance Pension PlanTuality Healthcare Cash Bala…$12MFirstmark Credit Union Retirement Pension PlanFirstmark Credit Union Retir…$12M
End-of-year total assets ($M) among Heritage Village Master Association, Inc. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Heritage Village Master Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Village Master Association, Inc. 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

Heritage Village Master Association, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN060888160
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Heritage Village Master Association, Inc. Retirement Income Plan, Total assets ($B): 0.012096133 · Participants: 33Heritage Village Master Association, Inc. Retirement Income PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association, Inc. Retirement Income Plan side-by-side with 3 peers →

Heritage Village Master Association, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Tuality Healthcare Cash Balance Pension Plan in OR ($12M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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, Inc. Retirement Income Plan assets move in 2023? ▼
Heritage Village Master Association, Inc. Retirement Income Plan grew at a solid clip - up 9.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Heritage Village Master Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association, Inc.'s sponsor-wide assets declined 49.6%, from $16M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Heritage Village Master Association, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tuality Healthcare Cash Balance Pension Plan in OR ($12M, 635 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heritage Village Master Association, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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.