401(k) · DOL Form 5500 · 2024

Heritage Restoration LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$216,105
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Restoration LLC. 401(k)Profit Sharing Plan · Sponsored by Heritage Restoration LLC · Massachusetts · Construction

$2M in assets, 11 participants

Heritage Restoration LLC's Heritage Restoration LLC. 401(k)Profit Sharing Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,694 in Construction (9,039 peers)

Heritage Restoration LLC multi-year trail

Heritage Restoration LLC's plans moved -41.9% in assets from 2022 to 2024; this filing shows Heritage Restoration LLC. 401(k)Profit Sharing Plan at $2M / 11 participants.

#2,694
in Construction (9,039 peers)
-50.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Restoration LLC. 401(k)Profit Sharing Plan among the smaller filed plans by assets

Heritage Restoration LLC. 401(k)Profit Sharing Plan vs every filed plan by assets

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

$2,377,150 31st percentile higher than 31% 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 Restoration LLC. 401(k)Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Restoration LLC. 401(k)Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Restoration LLC. 401(k)Profit Sharing Plan reported net income fell from $664K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Heritage Restoration LLC. 401(k)Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage Restoration LLC. 401(k)Profit Sharing Plan reported participants fell from 15 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042894657 · Heritage Restoration LLC PY 2024 · 401(k)

Heritage Restoration LLC. 401(k)Profit Sharing Plan · $2M · 11 · 31st

  • PCT $2M
  • PCT 11
  • PCT 31st
  • PCT 401(k)
  • PCT near Illegal Pete's, 401(k) Plan
  • PCT ind #2694

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 Construction retirement plans → · Plans in Massachusetts →

Heritage Restoration LLC. 401(k)Profit Sharing Plan in the asset neighbourhood

Heritage Restoration LLC. 401(k)Profit Sharing PlanHeritage Restoration LLC. 40…$2MIllegal Pete's, 401(k) Plan$2MBlattel/Associates Profit Sharing PlanBlattel/Associates Profit Sh…$2MPeter Dan Butler II 401(k) PlanPeter Dan Butler II 401(k) P…$2MThe Prairie Plans Retirement PepThe Prairie Plans Retirement…$2M
End-of-year total assets ($M) among Heritage Restoration LLC. 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Restoration LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Restoration LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.906542640766325% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $4.09M $2.38M ▼ -41.8%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 15 $5M
2024 1 11 $2M

Heritage Restoration LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN042894657
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Heritage Restoration LLC. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Heritage Restoration LLC. 401(k)Profit Sharing Plan, Total assets ($B): 0.00237715 · Participants: 11Heritage Restoration LLC. 401(k)Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Heritage Restoration LLC. 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Heritage Restoration LLC. 401(k)Profit Sharing Plan side-by-side with 3 peers →

Heritage Restoration LLC. 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Illegal Pete's, 401(k) Plan in CO ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); 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 Restoration LLC. 401(k)Profit Sharing Plan assets move in 2024? ▼
Heritage Restoration LLC. 401(k)Profit Sharing Plan contracted severely - down 50.0% during 2024, from $5M to $2M. Reported net income was -$2M.
How have Heritage Restoration LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Restoration LLC's sponsor-wide assets declined 41.9%, from $4M to $2M.
Which 401(k) plans are similar in size to Heritage Restoration LLC. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illegal Pete's, 401(k) Plan in CO ($2M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Restoration LLC. 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 042894657.

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.