401(k) · DOL Form 5500 · 2024

Heritage Enterprises 401(k) Plan

Data updated 2026-08-25

$798K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$159,534
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Enterprises 401(k) Profit Sharing Plan · Sponsored by Heritage Enterprises · New Hampshire · Food Services & Accommodation

$798K in assets, 5 participants

Heritage Enterprises's Heritage Enterprises 401(k) Profit Sharing Plan reported $798K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,005 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Heritage Enterprises 401(k) Profit Sharing Plan ranks #2,005 of 3,672 2024 filers by assets (2453% of the sector average)-$798K for 5 participants.

#2,005
in Food Services & Accommodation (3,672 peers)
+2.0%
assets growth YoY

Heritage Enterprises 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heritage Enterprises 401(k) Profit Sharing Plan vs every filed plan by assets

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

$797,670 21st percentile higher than 21% 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 Enterprises 401(k) Profit Sharing 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. Heritage Enterprises 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Enterprises 401(k) Profit Sharing Plan reported net income fell from $68K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Heritage Enterprises 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Heritage Enterprises 401(k) Profit Sharing Plan end-of-year assets rose from $782K in the plan year 2023 filing to $798K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833918297 · Heritage Enterprises PY 2024 · 401(k)

Heritage Enterprises 401(k) Profit Sharing Plan · $798K · 5 · 21st

  • SCH $798K
  • SCH 5
  • SCH 21st
  • SCH 401(k)
  • SCH near Levity Live LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #2005

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 Food Services & Accommodation retirement plans → · Plans in New Hampshire →

Heritage Enterprises 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Enterprises 401(k) Profit Sharing PlanHeritage Enterprises 401(k) …$798KLevity Live LLC 401(k) Profit Sharing Plan & TrustLevity Live LLC 401(k) Profi…$798KSnow Troopers Hawaii Inc. Retirement PlanSnow Troopers Hawaii Inc. Re…$798KDesert Fire Extinguisher Co., Inc. 401(k) PlanDesert Fire Extinguisher Co.…$798KArapahoe Oilfield Services 401(k) PlanArapahoe Oilfield Services 4…$798K
End-of-year total assets ($M) among Heritage Enterprises 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$782K
Net Assets (End of Year)$798K
Net Income$15K
Employer EIN833918297
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Enterprises)

Sponsor-wide plan assets over time

All Heritage Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$798K 11.718956802339505% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M 202220232024 $0.71M $0.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 2 $714K
2023 1 4 $782K
2024 1 5 $798K

Nearby 401(k) Plans in New Hampshire

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

Heritage Enterprises 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Heritage Enterprises 401(k) Profit Sharing Plan, Total assets ($M): 0.79767 · Participants: 5Heritage Enterprises 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Heritage Enterprises 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Heritage Enterprises 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Levity Live LLC 401(k) Profit Sharing Plan & Trust in CA ($798K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Enterprises 401(k) Profit Sharing Plan assets move in 2024? ▼
Heritage Enterprises 401(k) Profit Sharing Plan edged up modestly - up 2.0% during 2024, from $782K to $798K. Reported net income was $15K.
How have Heritage Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Enterprises's sponsor-wide assets grew 11.7%, from $714K to $798K.
Where does Heritage Enterprises 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heritage Enterprises 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Enterprises 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Levity Live LLC 401(k) Profit Sharing Plan & Trust in CA ($798K, 501 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Enterprises 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 833918297.

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.