401(k) · DOL Form 5500 · 2023

Heritage Distribution Holdings Opco LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
827
Participants Near avg headcount
89th
Percentile by assets National rank
$83,930
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Distribution Holdings 401(k) Plan · Sponsored by Heritage Distribution Holdings Opco LLC · Georgia · Wholesale Trade

$69M in assets, 827 participants

Heritage Distribution Holdings Opco LLC's Heritage Distribution Holdings 401(k) Plan reported $69M in total assets and 827 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,694 in Wholesale Trade (6,309 peers)

Where Heritage Distribution Holdings 401(k) Plan sits by assets

Heritage Distribution Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 827 participants (~$83,930/participant).

#5,694
in Wholesale Trade (6,309 peers)
$2M
reported net income
0.7×
vs typical plan assets (national mean)

Heritage Distribution Holdings 401(k) Plan's outsized position by total assets

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

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

$69,410,182 Top 11% higher than 89% 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 Distribution Holdings 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Distribution Holdings 401(k) Plan sits mid-pack in the medium band (827 participants).

Published 5500 schedule card

Filing strip 871969363 · Heritage Distribution Holdings Opco LLC PY 2023 · 401(k)

Heritage Distribution Holdings 401(k) Plan · $69M · 827 · 89th

  • EBSA $69M
  • PART 827
  • TYPE 89th
  • NET 401(k)
  • BOOK near Advarra 401(k) Plan
  • VS-ST ind #5694

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 Wholesale Trade retirement plans → · Plans in Georgia →

Heritage Distribution Holdings 401(k) Plan in the asset neighbourhood

Heritage Distribution Holdings 401(k) PlanHeritage Distribution Holdin…$69MAdvarra 401(k) Plan$69MAshcroft Inc. 401(k) Plan$69MPioneer Employees 401 (K) PlanPioneer Employees 401 (K) Pl…$69MPfu America, Inc. 401(k) Plan$69M
End-of-year total assets ($M) among Heritage Distribution Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$69M
Net Income$2M
Employer EIN871969363
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Distribution Holdings Opco LLC)

Sponsor-wide plan assets over time

All Heritage Distribution Holdings Opco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 28.593351044663734% vs 2023
2024 filing year
$60M$70M$80M$90M$100M 20232024 $69.4M $89.3M ▲ +28.6%
Year Plans Participants Total Assets
2023 1 827 $69M
2024 1 1,106 $89M

Nearby 401(k) Plans in Georgia

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

Heritage Distribution Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Heritage Distribution Holdings 401(k) Plan, Total assets ($B): 0.069410182 · Participants: 827Heritage Distribution Holdings 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Heritage Distribution Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heritage Distribution Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Advarra 401(k) Plan in MD ($69M); by covered participants it is Palermo Villa, Inc. 401(k) Plan in WI (827 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (827 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 have Heritage Distribution Holdings Opco LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heritage Distribution Holdings Opco LLC's sponsor-wide assets grew 28.6%, from $69M to $89M.
Where does Heritage Distribution Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Distribution Holdings 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Distribution Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advarra 401(k) Plan in MD ($69M, 742 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Distribution Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palermo Villa, Inc. 401(k) Plan in WI (827 participants, $30M 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 871969363.

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.