401(k) · DOL Form 5500 · 2024
Heritage Wealth Management Inc 401(k) Plan
Data updated 2026-08-25
- $238K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $59,525
- Avg per participant Low balance/head
Official DOL plan name: Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Heritage Wealth Management Inc · Massachusetts · Other Services
$238K in assets, 4 participants
Heritage Wealth Management Inc's Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust reported $238K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,928 in Other Services (7,719 peers)
Heritage Wealth Management Inc multi-year trail
Heritage Wealth Management Inc's plans moved +213.2% in assets from 2022 to 2024; this filing shows Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust at $238K / 4 participants.
- #1,928
- in Other Services (7,719 peers)
- +79.0%
- assets growth YoY
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$238,099 12th percentile higher than 12% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $57K in the plan year 2023 filing to $105K in the plan year 2024 filing.
- Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $133K in the plan year 2023 filing to $238K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 453200533 · Heritage Wealth Management Inc PY 2024 · 401(k)
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust · $238K · 4 · 12th
- PCT $238K
- EIN 4
- RANK 12th
- PHOTO 401(k)
- IND near Jacobs Entertainment, Inc. 401(k) Profit Sharing Plan
- EOY ind #1928
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 Other Services retirement plans → · Plans in Massachusetts →
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Heritage Wealth Management Inc multi-year asset trail
Sponsor-wide plan assets over time
All Heritage Wealth Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $238K 213.21397563734905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $76K |
| 2023 | 1 | 4 | $133K |
| 2024 | 1 | 4 | $238K |
Heritage Wealth Management Inc filing trail (2024)
| Total Assets (Beginning of Year) | $133K |
|---|---|
| Net Assets (End of Year) | $238K |
| Net Income | $105K |
| Employer EIN | 453200533 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Heritage Wealth Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Jacobs Entertainment, Inc. 401(k) Profit Sharing Plan in SC ($238K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($238K here).
- Jacobs Entertainment, Inc. 401(k) Profit Sharing Plan (SC) $238K · 2
- Hidden Springs Arena, Inc. 401(k) Plan (AL) $238K · 2
- Rsmcpa Corp. 401(k) Plan (TX) $238K · 1
- Suspension Services, Inc. 401(k) Plan (AZ) $238K · 5
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.