401(k) · DOL Form 5500 · 2023

Heritage Distribution Holdings Opco LLC 401(k) Plan

Data updated 2026-08-11

$69M
Total assets
827
Participants
89th
Percentile by assets
$83,930
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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).

$69M
total plan assets (2023 EOY)
827
covered participants
89th
percentile by assets (of 127,072 plans)
$83,930
avg assets per participant

Where Heritage Distribution Holdings 401(k) Plan sits 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 $2,010,000,000 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

State
Georgia
Industry
Wholesale Trade

Heritage Distribution Holdings 401(k) Plan vs the 2023 asset distribution

By assets, Heritage Distribution Holdings 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M$100M 20232024 $69.4M $89.3M ▲ +28.6%
Total plan assets by year, all Heritage Distribution Holdings Opco LLC plans on file
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 ($B) Participants Heritage Distributio…, Total assets ($B): 0.069410182 · Participants: 827Heritage Distributio…The Teamster - UPS N…, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futur…
Heritage Distribution Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heritage Distribution Holdings 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Distribution Holdings 401(k) Plan by total assets, not by location.

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).

Next read for Heritage Distribution Holdings 401(k) Pl…

Scale reading

Ways to act on Heritage Distribution Holdings 401(k) Plan's numbers.

  • By total assets, Heritage Distribution Holdings 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
  • Heritage Distribution Holdings Opco LLC's sponsor-wide assets have grown 28.6% since 2023 across 2 plan years on file. More Wholesale Trade plans

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.