401(k) · DOL Form 5500 · 2024

Heritage Chemists Inc 401(k) Plan

Data updated 2026-08-25

$550K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$550,000
Avg per participant High balance/head
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Official DOL plan name: Heritage Chemists Retirement Plan · Sponsored by Heritage Chemists Inc · New York · Professional & Technical Services

$550K in assets, 1 participants

Heritage Chemists Inc's Heritage Chemists Retirement Plan reported $550K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,822 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Heritage Chemists Retirement Plan holds $550K for 1 participant - about $550,000 per participant, among the smaller plans by assets on file.

#2,822
in Professional & Technical Services (20,173 peers)
-4.3%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Chemists Retirement Plan among the smaller filed plans by assets

Heritage Chemists Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$550,000 18th percentile higher than 18% of 123,620 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 2024

Heritage Chemists Retirement Plan 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 Chemists Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Chemists Retirement Plan end-of-year assets fell from $575K in the plan year 2023 filing to $550K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204076570 · Heritage Chemists Inc PY 2024 · 401(k)

Heritage Chemists Retirement Plan · $550K · 1 · 18th

  • VS-ST $550K
  • VS-ST 1
  • VS-ST 18th
  • VS-ST 401(k)
  • VS-ST near Infrafit Corp. Retirement Plan
  • VS-ST ind #2822

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 Professional & Technical Services retirement plans → · Plans in New York →

Heritage Chemists Retirement Plan in the asset neighbourhood

Heritage Chemists Retirement PlanHeritage Chemists Retirement…$550KInfrafit Corp. Retirement PlanInfrafit Corp. Retirement Pl…$550KRjs Investment Alternatives 401(k) TrustRjs Investment Alternatives …$550KWhosoever Corp 401(k) Plan$550KMccrery Architects 401(k) PlanMccrery Architects 401(k) Pl…$550K
End-of-year total assets ($M) among Heritage Chemists Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$575K
Net Assets (End of Year)$550K
Net Income-$25K
Employer EIN204076570
Plan Effective Date2012-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Chemists Inc)

Sponsor-wide plan assets over time

All Heritage Chemists Inc plans reported in each filing year

Latest sponsor-wide plan assets
$550K 4.3478260869565215% vs 2022
2024 filing year
$0.54M$0.55M$0.56M$0.57M$0.58M 202220232024 $0.57M $0.55M ▼ -3.5%
Year Plans Participants Total Assets
2022 1 1 $575K
2023 1 1 $575K
2024 1 1 $550K

Nearby 401(k) Plans in New York

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

Heritage Chemists Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heritage Chemists Retirement Plan, Total assets ($B): 0.00055 · Participants: 1Heritage Chemists Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Heritage Chemists Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heritage Chemists Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Infrafit Corp. Retirement Plan in CA ($550K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($550K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Chemists Retirement Plan assets move in 2024? ▼
Heritage Chemists Retirement Plan edged down modestly - down 4.3% during 2024, from $575K to $550K. Reported net income was -$25K.
How have Heritage Chemists Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Chemists Inc's sponsor-wide assets declined 4.3%, from $575K to $550K.
Where does Heritage Chemists Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Chemists Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Chemists Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infrafit Corp. Retirement Plan in CA ($550K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Heritage Chemists Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204076570.

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.