Heritage Restaurant Group 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Heritage Restaurant Management Group LLC · Indiana · Food Services & Accommodation
What the 2023 filing shows
Heritage Restaurant Group 401(k) Plan holds $80K for 121 participants — about $660 per participant.
- $80K
- total plan assets (2023 EOY)
- 121
- covered participants
- $660
- avg assets per participant
- $80K
- reported net income
What the Filing Says About Heritage Restaurant Group 401(k) Plan
Heritage Restaurant Group 401(k) Plan is a 401(k) retirement plan sponsored by Heritage Restaurant Management Group LLC, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $80K in total end-of-year assets and covers 121 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 455571856, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to $80K at year-end. Net assets (after liabilities) closed the year at $80K, with reported net income of $80K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $80K |
| Net Assets (End of Year) | $80K |
| Net Income | $80K |
| Plan Type | 401(k) |
| Employer EIN | 455571856 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Restaurant Management Group LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 121 | $80K |
| 2024 | 1 | 137 | $356K |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Related Data
Guides
Frequently Asked Questions
How much money is in the Heritage Restaurant Group 401(k) Plan? ▼
What type of plan is Heritage Restaurant Group 401(k) Plan? ▼
Who sponsors the Heritage Restaurant Group 401(k) Plan? ▼
How did Heritage Restaurant Group 401(k) Plan perform in 2023? ▼
Where can I find official filings for Heritage Restaurant Group 401(k) Plan? ▼
How does Heritage Restaurant Group 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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 455571856.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.