401(k) · DOL Form 5500 · 2023

Eastern Shore Transport, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 114
Participants Small participant base: 53rd
Percentile by assets National rank: $66,344
Avg per participant Below avg balance/head

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Official DOL plan name: Heritage & Est 401(k) Plan · Sponsored by Eastern Shore Transport, LLC · Pennsylvania · Manufacturing

$8M in assets, 114 participants

Eastern Shore Transport, LLC's Heritage & Est 401(k) Plan reported $8M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#6,985 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Heritage & Est 401(k) Plan covers 114 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#6,985
in Manufacturing (18,722 peers): +18.3%
assets growth YoY

Heritage & Est 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Heritage & Est 401(k) Plan vs every filed plan by assets

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

$7,563,235 Top 47% higher than 53% 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 & Est 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 & Est 401(k) Plan sits mid-pack in the medium band (114 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heritage & Est 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Heritage & Est 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Heritage & Est 401(k) Plan reported participants fell from 121 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271322213 · Eastern Shore Transport, LLC PY 2023 · 401(k)

Heritage & Est 401(k) Plan · $8M · 114 · 53rd

PCT $8M
EIN 114
RANK 53rd
PHOTO 401(k)
IND near Crain Automotive Team 401(k) Plan
EOY ind #6985

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 Manufacturing retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Heritage & Est 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	271322213
Plan Effective Date	2001-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Eastern Shore Transport, LLC)

Latest sponsor-wide plan assets: $9M 36.425155131362% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	121	$6M
2023	1	114	$8M
2024	1	119	$9M

Nearby 401(k) Plans in Pennsylvania

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

Heritage & Est 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Heritage & Est 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Crain Automotive Team 401(k) Plan in AR ($8M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Crain Automotive Team 401(k) Plan (AR) $8M · 547
Fm Sylvan Holding, LLC 401(k) Savings Plan (MI) $8M · 109
Ndt Global, LLC 401(k) Plan (TX) $8M · 106
Open Arms Care Corporation Retirement Plan (TN) $8M · 697

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

Austin Medical Center 403b Plan (MN) 114 · 0 off
Kam-Way 401(k) Plan (WA) 114 · 0 off
Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
Grand Lodge of Iowa 401(k) Retirement Plan (IA) 114 · 0 off

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 & Est 401(k) Plan assets move in 2023? ▼

Heritage & Est 401(k) Plan grew sharply - up 18.3% during 2023, from $6M to $8M. Reported net income was $1M.

How have Eastern Shore Transport, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Eastern Shore Transport, LLC's sponsor-wide assets grew 36.4%, from $6M to $9M.

Which 401(k) plans are similar in size to Heritage & Est 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Crain Automotive Team 401(k) Plan in AR ($8M, 547 participants).

Which 401(k) plans cover a similar participant headcount to Heritage & Est 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 271322213.