401(k) · DOL Form 5500 · 2023

Heritage Ms Co. 401(k) Plan

Data updated 2026-08-25

$350K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$116,597
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Ms Co. 401(k) Plan · Sponsored by Heritage Ms Co. · Texas · Educational Services

$350K in assets, 3 participants

Heritage Ms Co.'s Heritage Ms Co. 401(k) Plan reported $350K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #409 in Educational Services (3,735 peers)

Heritage Ms Co. multi-year trail

Heritage Ms Co.'s plans moved -41.2% in assets from 2022 to 2024; this filing shows Heritage Ms Co. 401(k) Plan at $350K / 3 participants.

#409
in Educational Services (3,735 peers)
-10.9%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Ms Co. 401(k) Plan among the smaller filed plans by assets

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

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

$349,791 15th percentile higher than 15% 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 Ms Co. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Ms Co. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Ms Co. 401(k) Plan reported net income fell from $1K in the plan year 2022 filing to -$43K in the plan year 2023 filing.
  • Heritage Ms Co. 401(k) Plan end-of-year assets rose from $234K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Heritage Ms Co. 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823078879 · Heritage Ms Co. PY 2023 · 401(k)

Heritage Ms Co. 401(k) Plan · $350K · 3 · 15th

  • 5500 $350K
  • ASSETS 3
  • PCT 15th
  • EIN 401(k)
  • RANK near Pkbd Inc. 401(k) Plan
  • PHOTO ind #409

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 Educational Services retirement plans → · Plans in Texas →

Heritage Ms Co. 401(k) Plan in the asset neighbourhood

Heritage Ms Co. 401(k) Plan$350KPkbd Inc. 401(k) Plan$350KA.T.P. Auto and Truck Parts, Inc. 401(k) PlanA.T.P. Auto and Truck Parts,…$350KCrazy Owl, Inc. 401(k) Plan$350KK9 Quarters Inc. 401(k) Plan$350K
End-of-year total assets ($M) among Heritage Ms Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Ms Co. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Ms Co. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 41.229379142802806% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.58M $0.34M ▼ -41.4%
Year Plans Participants Total Assets
2022 2 7 $584K
2023 1 3 $350K
2024 1 3 $343K

Heritage Ms Co. filing trail (2023)

Total Assets (Beginning of Year)$392K
Net Assets (End of Year)$350K
Net Income-$43K
Employer EIN823078879
Plan Effective Date2017-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heritage Ms Co. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heritage Ms Co. 401(k) Plan, Total assets ($B): 0.000349791 · Participants: 3Heritage Ms Co. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Heritage Ms Co. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heritage Ms Co. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Pkbd Inc. 401(k) Plan in MA ($350K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($350K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ms Co. 401(k) Plan assets move in 2023? ▼
Heritage Ms Co. 401(k) Plan pulled back noticeably - down 10.9% during 2023, from $392K to $350K. Reported net income was -$43K.
How have Heritage Ms Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Ms Co.'s sponsor-wide assets declined 41.2%, from $584K to $343K.
Where does Heritage Ms Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Ms Co. 401(k) Plan ranks in the 15th 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 401(k) plans are similar in size to Heritage Ms Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pkbd Inc. 401(k) Plan in MA ($350K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Ms Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 823078879.

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.