401(k) · DOL Form 5500 · 2023
Heritage Hr LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 843
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $10,285
- Avg per participant Low balance/head
Official DOL plan name: Heritage Hr LLC 401(k) Profit Sharing Plan · Sponsored by Heritage Hr LLC · Nebraska · Healthcare & Social Assistance
$9M in assets, 843 participants
Heritage Hr LLC's Heritage Hr LLC 401(k) Profit Sharing Plan reported $9M in total assets and 843 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,804 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Heritage Hr LLC 401(k) Profit Sharing Plan grew sharply 29.6% in 2023 ($7M → $9M) for 843 participants.
- #10,804
- in Healthcare & Social Assistance (17,684 peers)
- +29.6%
- assets growth YoY
Heritage Hr LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heritage Hr LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,670,205 Top 45% higher than 55% 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 Hr LLC 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. Heritage Hr LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (843 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Hr LLC 401(k) Profit Sharing Plan reported net income rose from -$551K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heritage Hr LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Heritage Hr LLC 401(k) Profit Sharing Plan reported participants rose from 772 in the plan year 2022 filing to 843 in the plan year 2023 filing.
DOL schedule card
Filing strip 274058667 · Heritage Hr LLC PY 2023 · 401(k)
Heritage Hr LLC 401(k) Profit Sharing Plan · $9M · 843 · 55th
- PART $9M
- PART 843
- PART 55th
- PART 401(k)
- PART near Weaver Street Market Retirement Trust
- PART ind #10804
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 Nebraska →
Heritage Hr LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Heritage Hr LLC years around the 2023 move
Sponsor-wide plan assets over time
All Heritage Hr LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 772 | $7M |
| 2023 | 1 | 843 | $9M |
| 2024 | 1 | 908 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 274058667 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Heritage Hr LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Weaver Street Market Retirement Trust in NC ($9M); by covered participants it is Compass Health, Inc. 401(k) Profit Sharing Plan in CA (843 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (843 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.