ESOP · DOL Form 5500 · 2024

Heritage Aviation, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
64
Participants Small participant base
49th
Percentile by assets National rank
$113,861
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Aviation Employee Stock Ownership Plan · Sponsored by Heritage Aviation, Inc. · Vermont · Other Services

$7M in assets, 64 participants

Heritage Aviation, Inc.'s Heritage Aviation Employee Stock Ownership Plan reported $7M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,362 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Heritage Aviation Employee Stock Ownership Plan ranks #5,362 of 7,719 2024 filers by assets (275% of the sector average)-$7M for 64 participants.

#5,362
in Other Services (7,719 peers)
+18.0%
assets growth YoY

Heritage Aviation Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Heritage Aviation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,287,075 49th percentile higher than 49% 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 Aviation Employee Stock Ownership Plan 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 Aviation Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Aviation Employee Stock Ownership Plan reported net income rose from -$191K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heritage Aviation Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Heritage Aviation Employee Stock Ownership Plan reported participants rose from 61 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020617193 · Heritage Aviation, Inc. PY 2024 · ESOP

Heritage Aviation Employee Stock Ownership Plan · $7M · 64 · 49th

  • ASSETS $7M
  • PCT 64
  • EIN 49th
  • RANK ESOP
  • PHOTO near Marine Acoustics, Inc. Employee Stock Ownership Plan
  • IND ind #5362

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 What is an ESOP? → · Plans in Vermont →

Heritage Aviation Employee Stock Ownership Plan in the asset neighbourhood

Admix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$7MTeoco Corporation Employee Stock Ownership PlanTeoco Corporation Employee S…$7MRfd & Associates, Inc. Employee Stock Ownership PlanRfd & Associates, Inc. Emplo…$7MHeritage Aviation Employee Stock Ownership PlanHeritage Aviation Employee S…$7MMarine Acoustics, Inc. Employee Stock Ownership PlanMarine Acoustics, Inc. Emplo…$7M
End-of-year total assets ($M) among Heritage Aviation Employee Stock Ownership Plan and nearest nationwide ESOP 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$1M
Employer EIN020617193
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Aviation, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 21.93912879782537% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.7M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 113 $11M
2023 2 118 $12M
2024 2 126 $14M

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Heritage Aviation Employee Stock Ownership Plan, Total assets ($M): 7.287075 · Participants: 64Heritage Aviation Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership Plan
Heritage Aviation Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Heritage Aviation Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Aviation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Marine Acoustics, Inc. Employee Stock Ownership Plan in RI ($7M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Aviation Employee Stock Ownership Plan assets move in 2024? ▼
Heritage Aviation Employee Stock Ownership Plan grew sharply - up 18.0% during 2024, from $6M to $7M. Reported net income was $1M.
How have Heritage Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Aviation, Inc.'s sponsor-wide assets grew 21.9%, from $11M to $14M.
Which ESOP plans are similar in size to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Marine Acoustics, Inc. Employee Stock Ownership Plan in RI ($7M, 47 participants).
Which ESOP plans cover a similar participant headcount to Heritage Aviation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 020617193.

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.