Profit Sharing · DOL Form 5500 · 2023

The Heritage Community of Kalamazoo Profit Sharing Plan

Data updated 2026-08-25

$309K
Total assets Small plan by assets
317
Participants Below avg headcount
14th
Percentile by assets National rank
$975
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Community of Kalamazoo Savings Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance

$309K in assets, 317 participants

The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo Savings Plan reported $309K in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,723 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

The Heritage Community of Kalamazoo Savings Plan covers 317 participants in Michigan, about 50% of the average Michigan filer (state average ~638 per filing). Assets: $309K.

#1,723
in Healthcare & Social Assistance (17,684 peers)
-7.3%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Heritage Community of Kalamazoo Savings Plan among the smaller filed plans by assets

The Heritage Community of Kalamazoo Savings Plan vs every filed plan by assets

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

$309,123 14th percentile higher than 14% 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

The Heritage Community of Kalamazoo Savings 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 Community of Kalamazoo Savings Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Heritage Community of Kalamazoo Savings Plan reported net income fell from $21K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • The Heritage Community of Kalamazoo Savings Plan end-of-year assets fell from $333K in the plan year 2022 filing to $309K in the plan year 2023 filing.
  • The Heritage Community of Kalamazoo Savings Plan reported participants rose from 310 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2023 · Profit Sharing

The Heritage Community of Kalamazoo Savings Plan · $309K · 317 · 14th

  • PHOTO $309K
  • IND 317
  • EOY 14th
  • 5500 Profit Sharing
  • ASSETS near Whph Group Inc. Retirement Plan
  • PCT ind #1723

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 Michigan →

The Heritage Community of Kalamazoo Savings Plan in the asset neighbourhood

The Heritage Community of Kalamazoo Savings PlanThe Heritage Community of Ka…$309KWhph Group Inc. Retirement PlanWhph Group Inc. Retirement P…$309KCobblestone Ovens, Inc. Profit Sharing Plan & TrustCobblestone Ovens, Inc. Prof…$309KBj Incorporated, Dba Affordable Lawns and Landscaping Retirement PlanBj Incorporated, Dba Afforda…$309KGo Forward Brands 2 Corp. Retirement PlanGo Forward Brands 2 Corp. Re…$309K
End-of-year total assets ($M) among The Heritage Community of Kalamazoo Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$333K
Net Assets (End of Year)$309K
Net Income-$24K
Employer EIN382758582
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Community of Kalamazoo)

Sponsor-wide plan assets over time

All The Heritage Community of Kalamazoo plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.488792075885889% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.29M $6.64M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 620 $6M
2023 2 634 $6M
2024 2 510 $7M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants The Heritage Community of Kalamazoo Savings Plan, Total assets ($B): 0.000309123 · Participants: 317The Heritage Community of Kalamazoo Savings PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare The Heritage Community of Kalamazoo Savings Plan side-by-side with 3 peers →

The Heritage Community of Kalamazoo Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Whph Group Inc. Retirement Plan in KY ($309K); by covered participants it is E-J Electric Installation Company Profit Sharing Plan in NY (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 The Heritage Community of Kalamazoo Savings Plan assets move in 2023? ▼
The Heritage Community of Kalamazoo Savings Plan pulled back noticeably - down 7.3% during 2023, from $333K to $309K. Reported net income was -$24K.
How have The Heritage Community of Kalamazoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Community of Kalamazoo's sponsor-wide assets grew 5.5%, from $6M to $7M.
Where does The Heritage Community of Kalamazoo Savings Plan rank by assets among Form 5500 filers? ▼
The Heritage Community of Kalamazoo Savings Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Whph Group Inc. Retirement Plan in KY ($309K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is E-J Electric Installation Company Profit Sharing Plan in NY (317 participants, $8M 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 382758582.

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.