401(k) · DOL Form 5500 · 2023

Heritage Companies, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
738
Participants Near avg headcount
79th
Percentile by assets National rank
$41,393
Avg per participant Low balance/head
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Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Companies, LLC · California · Manufacturing

$31M in assets, 738 participants

Heritage Companies, LLC's Heritage 401(k) Plan reported $31M in total assets and 738 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,375 in Manufacturing (18,722 peers)

Where Heritage 401(k) Plan sits by assets

Heritage 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 738 participants (~$41,393/participant), up 25.3% in 2023.

#13,375
in Manufacturing (18,722 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heritage 401(k) Plan's outsized position by total assets

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

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

$30,548,210 Top 21% higher than 79% 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

Heritage 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 401(k) Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage 401(k) Plan reported net income rose from -$371K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heritage 401(k) Plan reported participants rose from 453 in the plan year 2022 filing to 738 in the plan year 2023 filing.
  • Heritage 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 854294289 · Heritage Companies, LLC PY 2023 · 401(k)

Heritage 401(k) Plan · $31M · 738 · 79th

  • BOY $31M
  • BOY 738
  • BOY 79th
  • BOY 401(k)
  • BOY near Axogen Corporation 401(k) Plan
  • BOY ind #13375

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 California →

Heritage 401(k) Plan in the asset neighbourhood

Heritage 401(k) Plan$31MAxogen Corporation 401(k) PlanAxogen Corporation 401(k) Pl…$31MChapman and Cutler LLP Salary Deferral Plan for Attorney EmployeesChapman and Cutler LLP Salar…$31MCti Foods 401(k) Plan and TrustCti Foods 401(k) Plan and Tr…$31MMetz Culinary Management, LLC 401(k) PlanMetz Culinary Management, LL…$31M
End-of-year total assets ($M) among Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN854294289
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Companies, LLC)

Sponsor-wide plan assets over time

All Heritage Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 40.276175496375096% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $34.2M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 453 $24M
2023 1 738 $31M
2024 1 928 $34M

Nearby 401(k) Plans in California

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

Heritage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heritage 401(k) Plan, Total assets ($B): 0.03054821 · Participants: 738Heritage 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Heritage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Axogen Corporation 401(k) Plan in FL ($31M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (738 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (738 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 Heritage 401(k) Plan assets move in 2023? ▼
Heritage 401(k) Plan grew sharply - up 25.3% during 2023, from $24M to $31M. Reported net income was $6M.
How have Heritage Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Companies, LLC's sponsor-wide assets grew 40.3%, from $24M to $34M.
Where does Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axogen Corporation 401(k) Plan in FL ($31M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants, $62M 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 854294289.

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.