401(k) · DOL Form 5500 · 2023

Heritage Capital Corporation 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
662
Participants Below avg headcount
85th
Percentile by assets National rank
$70,829
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Capital Corporation 401(k) Plan · Sponsored by Heritage Capital Corporation · Texas · Retail Trade

$47M in assets, 662 participants

Heritage Capital Corporation's Heritage Capital Corporation 401(k) Plan reported $47M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,693 in Retail Trade (8,414 peers)

Where Heritage Capital Corporation 401(k) Plan sits by assets

Heritage Capital Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 662 participants (~$70,829/participant), up 24.0% in 2023.

#7,693
in Retail Trade (8,414 peers)
+24.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Heritage Capital Corporation 401(k) Plan's outsized position by total assets

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

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

$46,888,917 Top 15% higher than 85% 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 Capital Corporation 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 Capital Corporation 401(k) Plan sits mid-pack in the medium band (662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Capital Corporation 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Heritage Capital Corporation 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Heritage Capital Corporation 401(k) Plan reported participants rose from 613 in the plan year 2022 filing to 662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751399826 · Heritage Capital Corporation PY 2023 · 401(k)

Heritage Capital Corporation 401(k) Plan · $47M · 662 · 85th

  • EOY $47M
  • EOY 662
  • EOY 85th
  • EOY 401(k)
  • EOY near Imerys 401(k) Plan for Bargaining Employees
  • EOY ind #7693

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 Retail Trade retirement plans → · Plans in Texas →

Heritage Capital Corporation 401(k) Plan in the asset neighbourhood

Sara Lee Frozen Bakery 401(k) PlanSara Lee Frozen Bakery 401(k…$47MCodexis, Inc. 401(k) Plan$47MHeritage Capital Corporation 401(k) PlanHeritage Capital Corporation…$47MImerys 401(k) Plan for Bargaining EmployeesImerys 401(k) Plan for Barga…$47MAmick Farms, LLC 401(k) Plan$47M
End-of-year total assets ($M) among Heritage Capital Corporation 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)$38M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN751399826
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Capital Corporation)

Sponsor-wide plan assets over time

All Heritage Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$56M 48.409713204626904% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.8M $56.1M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 613 $38M
2023 1 662 $47M
2024 1 739 $56M

Nearby 401(k) Plans in Texas

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

Heritage Capital Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heritage Capital Corporation 401(k) Plan, Total assets ($B): 0.046888917 · Participants: 662Heritage Capital Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Heritage Capital Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heritage Capital Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Imerys 401(k) Plan for Bargaining Employees in GA ($47M); by covered participants it is Southwest Power Pool 401(k) Savings Plan in AR (662 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (662 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 Capital Corporation 401(k) Plan assets move in 2023? ▼
Heritage Capital Corporation 401(k) Plan grew sharply - up 24.0% during 2023, from $38M to $47M. Reported net income was $9M.
How have Heritage Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Capital Corporation's sponsor-wide assets grew 48.4%, from $38M to $56M.
Where does Heritage Capital Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Capital Corporation 401(k) Plan ranks in the 85th 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 Capital Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imerys 401(k) Plan for Bargaining Employees in GA ($47M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Capital Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwest Power Pool 401(k) Savings Plan in AR (662 participants, $194M 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 751399826.

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.