401(k) · DOL Form 5500 · 2023

Heritage Ministries Charitable Care Network, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,243
Participants Near avg headcount
68th
Percentile by assets National rank
$12,757
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Village 401(k) Profit Sharing Plan · Sponsored by Heritage Ministries Charitable Care Network, Inc. · New York · Healthcare & Social Assistance

$16M in assets, 1,243 participants

Heritage Ministries Charitable Care Network, Inc.'s The Heritage Village 401(k) Profit Sharing Plan reported $16M in total assets and 1,243 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,956 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

The Heritage Village 401(k) Profit Sharing Plan holds $16M for 1,243 participants - about $12,757 per participant, above the median plan by assets.

#12,956
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY

The Heritage Village 401(k) Profit Sharing Plan's outsized position by total assets

The Heritage Village 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,856,618 Top 32% higher than 68% 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

The Heritage Village 401(k) Profit Sharing 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. The Heritage Village 401(k) Profit Sharing Plan lands in the large band (1,243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Heritage Village 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Heritage Village 401(k) Profit Sharing Plan reported participants rose from 1,178 in the plan year 2022 filing to 1,243 in the plan year 2023 filing.
  • The Heritage Village 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261454957 · Heritage Ministries Charitable Care Network, Inc. PY 2023 · 401(k)

The Heritage Village 401(k) Profit Sharing Plan · $16M · 1,243 · 68th

  • PHOTO $16M
  • IND 1,243
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Yosemite Pathology 401(k) Profit Sharing Plan
  • PCT ind #12956

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 →

The Heritage Village 401(k) Profit Sharing Plan in the asset neighbourhood

The Heritage Village 401(k) Profit Sharing PlanThe Heritage Village 401(k) …$16MYosemite Pathology 401(k) Profit Sharing PlanYosemite Pathology 401(k) Pr…$16MAmanti Employee Retirement PlanAmanti Employee Retirement P…$16MChuy's Opco, Inc. 401(k) Plan$16MHank Graff Chevrolet 401(k) Plan & TrustHank Graff Chevrolet 401(k) …$16M
End-of-year total assets ($M) among The Heritage Village 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN261454957
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Ministries Charitable Care Network, Inc.)

Sponsor-wide plan assets over time

All Heritage Ministries Charitable Care Network, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 2.9117861322009007% vs 2022
2024 filing year
$15M$15.5M$16M 202220232024 $15.2M $15.6M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 1,178 $15M
2023 1 1,243 $16M
2024 1 809 $16M

Nearby 401(k) Plans in New York

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

The Heritage Village 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Heritage Village 401(k) Profit Sharing Plan, Total assets ($B): 0.015856618 · Participants: 1243The Heritage Village 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Heritage Village 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Heritage Village 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Heritage Village 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Yosemite Pathology 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Tcc Wireless, LLC 401(k) Plan in IL (1,243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,243 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 The Heritage Village 401(k) Profit Sharing Plan assets move in 2023? ▼
The Heritage Village 401(k) Profit Sharing Plan edged up modestly - up 4.4% during 2023, from $15M to $16M. Reported net income was $1M.
How have Heritage Ministries Charitable Care Network, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Ministries Charitable Care Network, Inc.'s sponsor-wide assets grew 2.9%, from $15M to $16M.
Which 401(k) plans are similar in size to The Heritage Village 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yosemite Pathology 401(k) Profit Sharing Plan in CA ($16M, 144 participants).
Which 401(k) plans cover a similar participant headcount to The Heritage Village 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tcc Wireless, LLC 401(k) Plan in IL (1,243 participants, $4M 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 261454957.

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.