401(k) · DOL Form 5500 · 2024

Heritage Cadillac, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
52
Participants Small participant base
35th
Percentile by assets National rank
$62,436
Avg per participant Low balance/head
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Official DOL plan name: Heritage Cadillac's 401(k) Pension Provider · Sponsored by Heritage Cadillac, Inc. · Illinois · Retail Trade

$3M in assets, 52 participants

Heritage Cadillac, Inc.'s Heritage Cadillac's 401(k) Pension Provider reported $3M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,758 in Retail Trade (8,048 peers)

Heritage Cadillac, Inc. multi-year trail

Heritage Cadillac, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Heritage Cadillac's 401(k) Pension Provider at $3M / 52 participants.

#3,758
in Retail Trade (8,048 peers)
+12.5%
assets growth YoY

Heritage Cadillac's 401(k) Pension Provider's mid-pack asset rank among Retail Trade and all filers

Heritage Cadillac's 401(k) Pension Provider vs every filed plan by assets

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

$3,246,652 35th percentile higher than 35% 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 Cadillac's 401(k) Pension Provider 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 Cadillac's 401(k) Pension Provider is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Cadillac's 401(k) Pension Provider reported participants rose from 43 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Heritage Cadillac's 401(k) Pension Provider end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heritage Cadillac's 401(k) Pension Provider reported net income rose from $334K in the plan year 2023 filing to $360K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362148149 · Heritage Cadillac, Inc. PY 2024 · 401(k)

Heritage Cadillac's 401(k) Pension Provider · $3M · 52 · 35th

  • 5500 $3M
  • 5500 52
  • 5500 35th
  • 5500 401(k)
  • 5500 near Miller's 401(k) Profit Sharing Plan
  • 5500 ind #3758

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 Retail Trade retirement plans → · Plans in Illinois →

Heritage Cadillac's 401(k) Pension Provider in the asset neighbourhood

Heritage Cadillac's 401(k) Pension ProviderHeritage Cadillac's 401(k) P…$3MMiller's 401(k) Profit Sharing PlanMiller's 401(k) Profit Shari…$3MSwc Group, LP Retirement Savings PlanSwc Group, LP Retirement Sav…$3MClinical Neuroscience Retirement PlanClinical Neuroscience Retire…$3MSalad and Go 401(k) Plan$3M
End-of-year total assets ($M) among Heritage Cadillac's 401(k) Pension Provider and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Cadillac, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Cadillac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.178941579162196% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.55M $3.25M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 43 $3M
2024 1 52 $3M

Heritage Cadillac, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$360K
Employer EIN362148149
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Heritage Cadillac's 401(k) Pension Provider vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Heritage Cadillac's 401(k) Pension Provider, Total assets ($B): 0.003246652 · Participants: 52Heritage Cadillac's 401(k) Pension ProviderAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Heritage Cadillac's 401(k) Pension Provider vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heritage Cadillac's 401(k) Pension Provider side-by-side with 3 peers →

Heritage Cadillac's 401(k) Pension Provider's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Miller's 401(k) Profit Sharing Plan in IN ($3M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Cadillac's 401(k) Pension Provider assets move in 2024? ▼
Heritage Cadillac's 401(k) Pension Provider grew at a solid clip - up 12.5% during 2024, from $3M to $3M. Reported net income was $360K.
How have Heritage Cadillac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Cadillac, Inc.'s sponsor-wide assets grew 27.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Heritage Cadillac's 401(k) Pension Provider? ▼
Among 401(k) plans in other states, the closest by assets is Miller's 401(k) Profit Sharing Plan in IN ($3M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Cadillac's 401(k) Pension Provider? ▼
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M 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 362148149.

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.