401(k) · DOL Form 5500 · 2024

Heritage Distribution Holdings Opco LLC 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,106
Participants Near avg headcount
90th
Percentile by assets National rank
$80,702
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Distribution Holdings 401(k) Plan · Sponsored by Heritage Distribution Holdings Opco LLC · Georgia · Wholesale Trade

$89M in assets, 1,106 participants

Heritage Distribution Holdings Opco LLC's Heritage Distribution Holdings 401(k) Plan reported $89M in total assets and 1,106 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,546 in Wholesale Trade (6,080 peers)

Where Heritage Distribution Holdings 401(k) Plan sits by assets

Heritage Distribution Holdings 401(k) Plan sits in the top 10% of all filed plans by assets, $89M for 1,106 participants (~$80,702/participant), up 28.6% in 2024.

#5,546
in Wholesale Trade (6,080 peers)
+28.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Heritage Distribution Holdings 401(k) Plan's outsized position by total assets

Heritage Distribution Holdings 401(k) Plan vs every filed plan by assets

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

$89,256,879 Top 10% higher than 90% 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 Distribution Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Distribution Holdings 401(k) Plan lands in the large band (1,106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Distribution Holdings 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Heritage Distribution Holdings 401(k) Plan reported participants rose from 827 in the plan year 2023 filing to 1,106 in the plan year 2024 filing.
  • Heritage Distribution Holdings 401(k) Plan end-of-year assets rose from $69M in the plan year 2023 filing to $89M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871969363 · Heritage Distribution Holdings Opco LLC PY 2024 · 401(k)

Heritage Distribution Holdings 401(k) Plan · $89M · 1,106 · 90th

  • VS-ST $89M
  • VS-ST 1,106
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Triton International 401(k) Savings Plan
  • VS-ST ind #5546

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 Wholesale Trade retirement plans → · Plans in Georgia →

Heritage Distribution Holdings 401(k) Plan in the asset neighbourhood

Refrigeration Supplies Distributor Defined Contribution Retirement Plan & TrustRefrigeration Supplies Distr…$89MCoastal Federal Credit Union 401(k) Plan and TrustCoastal Federal Credit Union…$89MLmi Aerospace, Inc. Profit Sharing and Savings Plan and TrustLmi Aerospace, Inc. Profit S…$89MHeritage Distribution Holdings 401(k) PlanHeritage Distribution Holdin…$89MTriton International 401(k) Savings PlanTriton International 401(k) …$89M
End-of-year total assets ($M) among Heritage Distribution Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$89M
Net Income$20M
Employer EIN871969363
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Distribution Holdings Opco LLC)

Sponsor-wide plan assets over time

All Heritage Distribution Holdings Opco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 28.593351044663734% vs 2023
2024 filing year
$60M$70M$80M$90M$100M 20232024 $69.4M $89.3M ▲ +28.6%
Year Plans Participants Total Assets
2023 1 827 $69M
2024 1 1,106 $89M

Nearby 401(k) Plans in Georgia

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

Heritage Distribution Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Heritage Distribution Holdings 401(k) Plan, Total assets ($B): 0.089256879 · Participants: 1106Heritage Distribution Holdings 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Heritage Distribution Holdings 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heritage Distribution Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Triton International 401(k) Savings Plan in NY ($89M); by covered participants it is Phoenix Contact Employee Investment Plan in PA (1,106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,106 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 Distribution Holdings 401(k) Plan assets move in 2024? ▼
Heritage Distribution Holdings 401(k) Plan grew sharply - up 28.6% during 2024, from $69M to $89M. Reported net income was $20M.
How have Heritage Distribution Holdings Opco LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heritage Distribution Holdings Opco LLC's sponsor-wide assets grew 28.6%, from $69M to $89M.
Where does Heritage Distribution Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Distribution Holdings 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Distribution Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triton International 401(k) Savings Plan in NY ($89M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Distribution Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Contact Employee Investment Plan in PA (1,106 participants, $169M 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 871969363.

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.