Profit Sharing · DOL Form 5500 · 2023
Heritage Christian Services, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $33M
- Total assets
- 2,941
- Participants
- 80th
- Percentile by assets
- $11,119
- Avg per participant
Official DOL plan name: Heritage Christian Services, Inc. Retirement Plan · Sponsored by Heritage Christian Services, Inc. · New York · Healthcare & Social Assistance
$33M in assets, 2,941 participants
Heritage Christian Services, Inc.'s Heritage Christian Services, Inc. Retirement Plan reported $33M in total assets and 2,941 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #14,730 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Heritage Christian Services, Inc. Retirement Plan covers 2,941 participants in New York, 3.7x the typical New York plan (state average ~798 per filing). Assets: $33M.
- $33M
- total plan assets (2023 EOY)
- 2,941
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $11,119
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Christian Services, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Heritage Christian Services, Inc. Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Heritage Christian Services, Inc. Retirement Plan reported participants rose from 2,788 in the plan year 2022 filing to 2,941 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Heritage Christian Services, Inc. Retirement Plan reports 2,941 participants - 3.7x that state average ($33M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 222334190 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Christian Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,788 | $28M |
| 2023 | 1 | 2,941 | $33M |
| 2024 | 1 | 2,890 | $37M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Heritage Christian Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Heritage Christian Services, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Heritage Christian Services, Inc. Retirement Plan's numbers.
- By total assets, Heritage Christian Services, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Heritage Christian Services, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans