401(k) · DOL Form 5500 · 2023
The Heritage Automotive Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 361
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $65,638
- Avg per participant Below avg balance/head
Official DOL plan name: The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Heritage Automotive Group, Inc. · Vermont · Retail Trade
$24M in assets, 361 participants
The Heritage Automotive Group, Inc.'s The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #7,142 in Retail Trade (8,414 peers)
Where The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan sits by assets
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 361 participants (~$65,638/participant), up 17.6% in 2023.
- #7,142
- in Retail Trade (8,414 peers)
- +17.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,695,432 Top 24% higher than 76% 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
The Heritage Automotive Group, Inc. 401(k) Profit Sharing 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. The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (361 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 365 in the plan year 2022 filing to 361 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 030284529 · The Heritage Automotive Group, Inc. PY 2023 · 401(k)
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan · $24M · 361 · 76th
- NET $24M
- NET 361
- NET 76th
- NET 401(k)
- NET near Messagebird USA, Inc 401(k) Profit Sharing Plan
- NET ind #7142
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 Retail Trade retirement plans → · Plans in Vermont →
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 030284529 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Heritage Automotive Group, Inc.)
Sponsor-wide plan assets over time
All The Heritage Automotive Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 23.141197667917613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 365 | $20M |
| 2023 | 1 | 361 | $24M |
| 2024 | 1 | 315 | $25M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Messagebird USA, Inc 401(k) Profit Sharing Plan in MD ($24M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Messagebird USA, Inc 401(k) Profit Sharing Plan (MD) $24M · 178
- Ryerson Combined Retirement Plan (IL) $24M · 302
- Case & Associates Properties, Inc. 401(k) Plan (OK) $24M · 671
- Mha of Nyc, Inc. 401(k) Plan (NY) $24M · 697
Similar participant headcount
Nearest other-state filings by covered participants (361 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.