401(k) · DOL Form 5500 · 2024
Heritage Capital Associates Inc 401(k) Plan
Data updated 2026-08-25
- $699K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $699,325
- Avg per participant High balance/head
Official DOL plan name: Heritage Capital Associates 401(k) Trust · Sponsored by Heritage Capital Associates Inc · New Jersey · Finance & Insurance
$699K in assets, 1 participants
Heritage Capital Associates Inc's Heritage Capital Associates 401(k) Trust reported $699K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #952 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Heritage Capital Associates 401(k) Trust holds $699K for 1 participant - about $699,325 per participant, among the smaller plans by assets on file.
- #952
- in Finance & Insurance (8,549 peers)
- $699K
- reported net income
Heritage Capital Associates 401(k) Trust among the smaller filed plans by assets
Heritage Capital Associates 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$699,325 20th percentile higher than 20% 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 Capital Associates 401(k) 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 Capital Associates 401(k) Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 934257906 · Heritage Capital Associates Inc PY 2024 · 401(k)
Heritage Capital Associates 401(k) Trust · $699K · 1 · 20th
- 5500 $699K
- 5500 1
- 5500 20th
- 5500 401(k)
- 5500 near Rpkc, Inc. 401(k) Plan
- 5500 ind #952
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Heritage Capital Associates 401(k) Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $699K |
| Net Income | $699K |
| Employer EIN | 934257906 |
| Plan Effective Date | 2023-11-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Heritage Capital Associates 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Rpkc, Inc. 401(k) Plan in TX ($699K); 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 ($699K here).
- Rpkc, Inc. 401(k) Plan (TX) $699K · 17
- Westshore Holdings Retirement Plan (OH) $699K · 2
- Five Oaks Management Company Retirement Plan (NC) $700K · 9
- Rain Rock Casino Retirement Savings Plan (CA) $699K · 117
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.