401(k) · DOL Form 5500 · 2023

Heritage Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
198
Participants Below avg headcount
42nd
Percentile by assets National rank
$22,137
Avg per participant Low balance/head
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Official DOL plan name: Heritage Properties, Inc. Employee Retirement Plan · Sponsored by Heritage Properties, Inc. · Mississippi · Real Estate

$4M in assets, 198 participants

Heritage Properties, Inc.'s Heritage Properties, Inc. Employee Retirement Plan reported $4M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,912 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Heritage Properties, Inc. Employee Retirement Plan ranks #2,912 of 4,727 2023 filers by assets (592% of the sector average)-$4M for 198 participants.

#2,912
in Real Estate (4,727 peers)
+27.4%
assets growth YoY

Heritage Properties, Inc. Employee Retirement Plan's mid-pack asset rank among Real Estate and all filers

Heritage Properties, Inc. Employee Retirement Plan vs every filed plan by assets

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

$4,383,151 42nd percentile higher than 42% 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 Properties, Inc. Employee Retirement 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 Properties, Inc. Employee Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Properties, Inc. Employee Retirement Plan reported net income rose from -$411K in the plan year 2022 filing to $921K in the plan year 2023 filing.
  • Heritage Properties, Inc. Employee Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heritage Properties, Inc. Employee Retirement Plan reported participants rose from 186 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640665203 · Heritage Properties, Inc. PY 2023 · 401(k)

Heritage Properties, Inc. Employee Retirement Plan · $4M · 198 · 42nd

  • PHOTO $4M
  • IND 198
  • EOY 42nd
  • 5500 401(k)
  • ASSETS near Retirement Income Security Plan-Nightingale College, LLC
  • PCT ind #2912

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 Real Estate retirement plans → · Plans in Mississippi →

Heritage Properties, Inc. Employee Retirement Plan in the asset neighbourhood

Heritage Properties, Inc. Employee Retirement PlanHeritage Properties, Inc. Em…$4MRetirement Income Security Plan-Nightingale College, LLCRetirement Income Security P…$4MPhilip M. Nisco, Dds, Inc. 401(k) PlanPhilip M. Nisco, Dds, Inc. 4…$4MCopper Hill Inc. 401(k) Profit Sharing Plan & TrustCopper Hill Inc. 401(k) Prof…$4MEmployee Benefit Plan of the Lord's Place, Inc.Employee Benefit Plan of the…$4M
End-of-year total assets ($M) among Heritage Properties, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$921K
Employer EIN640665203
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Properties, Inc.)

Sponsor-wide plan assets over time

All Heritage Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.29526270716811% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.44M $4.9M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 186 $3M
2023 1 198 $4M
2024 1 202 $5M

Nearby 401(k) Plans in Mississippi

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

Heritage Properties, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Heritage Properties, Inc. Employee Retirement Plan, Total assets ($M): 4.383151 · Participants: 198Heritage Properties, Inc. Employee Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Heritage Properties, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Heritage Properties, Inc. Employee Retirement Plan side-by-side with 3 peers →

Heritage Properties, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Retirement Income Security Plan-Nightingale College, LLC in UT ($4M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Properties, Inc. Employee Retirement Plan assets move in 2023? ▼
Heritage Properties, Inc. Employee Retirement Plan grew sharply - up 27.4% during 2023, from $3M to $4M. Reported net income was $921K.
How have Heritage Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Properties, Inc.'s sponsor-wide assets grew 42.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Heritage Properties, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Nightingale College, LLC in UT ($4M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Properties, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 640665203.

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.