401(k) · DOL Form 5500 · 2024

F.B. Heron Foundation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
48th
Percentile by assets National rank
$967,856
Avg per participant High balance/head
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Official DOL plan name: The F B Heron Foundation 401(k) Savings Plan · Sponsored by F.B. Heron Foundation · Connecticut · Other Services

$7M in assets, 7 participants

F.B. Heron Foundation's The F B Heron Foundation 401(k) Savings Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,273 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, The F B Heron Foundation 401(k) Savings Plan ranks #5,273 of 7,719 2024 filers by assets (296% of the sector average)-$7M for 7 participants.

#5,273
in Other Services (7,719 peers)
+7.3%
assets growth YoY

The F B Heron Foundation 401(k) Savings Plan's mid-pack asset rank among Other Services and all filers

The F B Heron Foundation 401(k) Savings Plan vs every filed plan by assets

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

$6,774,990 48th percentile higher than 48% 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

The F B Heron Foundation 401(k) Savings 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. The F B Heron Foundation 401(k) Savings Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The F B Heron Foundation 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $459K in the plan year 2024 filing.
  • The F B Heron Foundation 401(k) Savings Plan reported participants fell from 12 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • The F B Heron Foundation 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133647019 · F.B. Heron Foundation PY 2024 · 401(k)

The F B Heron Foundation 401(k) Savings Plan · $7M · 7 · 48th

  • IND $7M
  • EOY 7
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Practicepanther 401(k) Plan
  • EIN ind #5273

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 Connecticut →

The F B Heron Foundation 401(k) Savings Plan in the asset neighbourhood

Briefing.Com, Inc. 401(k) PlanBriefing.Com, Inc. 401(k) Pl…$7MUtg, Inc. 401(k) Plan$7MThe F B Heron Foundation 401(k) Savings PlanThe F B Heron Foundation 401…$7MPracticepanther 401(k) Plan$7MEmployee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$7M
End-of-year total assets ($M) among The F B Heron Foundation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$459K
Employer EIN133647019
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F.B. Heron Foundation)

Sponsor-wide plan assets over time

All F.B. Heron Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.31469559948784% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.16M $6.77M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 12 $6M
2024 1 7 $7M

Nearby 401(k) Plans in Connecticut

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

The F B Heron Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The F B Heron Foundation 401(k) Savings Plan, Total assets ($B): 0.00677499 · Participants: 7The F B Heron Foundation 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The F B Heron Foundation 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The F B Heron Foundation 401(k) Savings Plan side-by-side with 3 peers →

The F B Heron Foundation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Practicepanther 401(k) Plan in FL ($7M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The F B Heron Foundation 401(k) Savings Plan assets move in 2024? ▼
The F B Heron Foundation 401(k) Savings Plan grew at a solid clip - up 7.3% during 2024, from $6M to $7M. Reported net income was $459K.
How have F.B. Heron Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F.B. Heron Foundation's sponsor-wide assets grew 31.3%, from $5M to $7M.
Which 401(k) plans are similar in size to The F B Heron Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Practicepanther 401(k) Plan in FL ($7M, 141 participants).
Which 401(k) plans cover a similar participant headcount to The F B Heron Foundation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 133647019.

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.