Profit Sharing · DOL Form 5500 · 2023
Heritage Christian Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 2,941
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $11,119
- Avg per participant Low balance/head
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.
- #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.
- #14,730
- in Healthcare & Social Assistance (17,684 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heritage Christian Services, Inc. Retirement Plan's outsized position by total assets
Heritage Christian Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,700,650 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heritage Christian Services, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Christian Services, Inc. Retirement Plan lands in the large band (2,941 participants).
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.
Published 5500 schedule card
Filing strip 222334190 · Heritage Christian Services, Inc. PY 2023 · Profit Sharing
Heritage Christian Services, Inc. Retirement Plan · $33M · 2,941 · 80th
- SCH $33M
- EBSA 2,941
- PART 80th
- TYPE Profit Sharing
- NET near Westamerica Bancorporation Tax-Deferred Profit Sharing Plan
- BOOK ind #14730
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Heritage Christian Services, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Heritage Christian Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 30.204326184390933% vs 2022
- 2024 filing year
| 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.
- 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
Heritage Christian Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Westamerica Bancorporation Tax-Deferred Profit Sharing Plan in CA ($33M); by covered participants it is Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan in CA (2,912 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,941 participants); asset peers above are excluded.
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan (CA) 2,912 · 29 off
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 2,911 · 30 off
- Murphy USA Inc. Profit Sharing Plan (AR) 2,908 · 33 off
- Commonwealth Health Corporation Retirement Savings Plan (KY) 2,989 · 48 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.