401(k) · DOL Form 5500 · 2023

Heritage Hotels and Resorts, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1,107
Participants Near avg headcount
24th
Percentile by assets National rank
$932
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Hotels and Resorts, Inc. · New Mexico · Food Services & Accommodation

$1M in assets, 1,107 participants

Heritage Hotels and Resorts, Inc.'s Heritage 401(k) Plan reported $1M in total assets and 1,107 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,278 in Food Services & Accommodation (3,828 peers)

Coverage in New Mexico

Heritage 401(k) Plan covers 1,107 participants in New Mexico, 3.0x the typical New Mexico plan (state average ~365 per filing). Assets: $1M.

#2,278
in Food Services & Accommodation (3,828 peers)
+116.2%
assets growth YoY

Heritage 401(k) Plan among the smaller filed plans by assets

Heritage 401(k) Plan vs every filed plan by assets

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

$1,031,603 24th percentile higher than 24% 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 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage 401(k) Plan lands in the large band (1,107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage 401(k) Plan end-of-year assets rose from $477K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Heritage 401(k) Plan reported net income rose from $390K in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • Heritage 401(k) Plan reported participants rose from 1,031 in the plan year 2022 filing to 1,107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201884106 · Heritage Hotels and Resorts, Inc. PY 2023 · 401(k)

Heritage 401(k) Plan · $1M · 1,107 · 24th

  • 5500 $1M
  • ASSETS 1,107
  • PCT 24th
  • EIN 401(k)
  • RANK near Ckm Investments & Holdings Inc. 401(k) Plan
  • PHOTO ind #2278

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 Food Services & Accommodation retirement plans → · Plans in New Mexico →

Heritage 401(k) Plan in the asset neighbourhood

Heritage 401(k) Plan$1MCkm Investments & Holdings Inc. 401(k) PlanCkm Investments & Holdings I…$1MWest Wood Cabinet Company Retirement PlanWest Wood Cabinet Company Re…$1MLandis Corporation 401(k) Profit Sharing Plan & TrustLandis Corporation 401(k) Pr…$1MBishop Paiute Tribe 401(k) PlanBishop Paiute Tribe 401(k) P…$1M
End-of-year total assets ($M) among Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$477K
Net Assets (End of Year)$1M
Net Income$555K
Employer EIN201884106
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Hotels and Resorts, Inc.)

Sponsor-wide plan assets over time

All Heritage Hotels and Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 272.8788583837444% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.48M $1.78M ▲ +270.8%
Year Plans Participants Total Assets
2022 1 1,031 $477K
2023 1 1,107 $1M
2024 1 1,072 $2M

Nearby 401(k) Plans in New Mexico

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

Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Heritage 401(k) Plan, Total assets ($B): 0.001031603 · Participants: 1107Heritage 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Heritage 401(k) Plan side-by-side with 3 peers →

Heritage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Ckm Investments & Holdings Inc. 401(k) Plan in TX ($1M); by covered participants it is Fenix Parts, Inc. 401(k) Retirement Savings Plan in TX (1,107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,107 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 401(k) Plan assets move in 2023? ▼
Heritage 401(k) Plan surged - up 116.2% during 2023, from $477K to $1M. Reported net income was $555K.
How have Heritage Hotels and Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Hotels and Resorts, Inc.'s sponsor-wide assets grew 272.9%, from $477K to $2M.
Where does Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ckm Investments & Holdings Inc. 401(k) Plan in TX ($1M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fenix Parts, Inc. 401(k) Retirement Savings Plan in TX (1,107 participants, $33M 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 201884106.

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.