401(k) · DOL Form 5500 · 2023

Heritage Builders of Waterbury, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$749,395
Avg per participant High balance/head
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Official DOL plan name: Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan · Sponsored by Heritage Builders of Waterbury, LLC · Connecticut · Construction

$1M in assets, 2 participants

Heritage Builders of Waterbury, LLC's Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,276 in Construction (9,030 peers)

Heritage Builders of Waterbury, LLC multi-year trail

Heritage Builders of Waterbury, LLC's plans moved +35.8% in assets from 2022 to 2024; this filing shows Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan at $1M / 2 participants.

#2,276
in Construction (9,030 peers)
+9.7%
assets growth YoY

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,498,790 27th percentile higher than 27% 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 Builders of Waterbury, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan reported net income rose from $48K in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223541685 · Heritage Builders of Waterbury, LLC PY 2023 · 401(k)

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan · $1M · 2 · 27th

  • VS-ST $1M
  • BOY 2
  • SCH 27th
  • EBSA 401(k)
  • PART near Contactus 401(k) Plan
  • TYPE ind #2276

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 Construction retirement plans → · Plans in Connecticut →

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing PlanHeritage Builders of Waterbu…$1MContactus 401(k) Plan$1MRam Offset Lithographers, LLC 401(k) PlanRam Offset Lithographers, LL…$1MAurify Brands LLC 401(k) Profit Sharing Plan & TrustAurify Brands LLC 401(k) Pro…$1MCenvains Retirement Plan$1M
End-of-year total assets ($M) among Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Builders of Waterbury, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Builders of Waterbury, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.77880011678764% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.37M $1.86M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Heritage Builders of Waterbury, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$132K
Employer EIN223541685
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00149879 · Participants: 2Heritage Builders of Waterbury, LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Contactus 401(k) Plan in OH ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Builders of Waterbury, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.7% during 2023, from $1M to $1M. Reported net income was $132K.
How have Heritage Builders of Waterbury, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Builders of Waterbury, LLC's sponsor-wide assets grew 35.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contactus 401(k) Plan in OH ($1M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Builders of Waterbury, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 223541685.

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.