Defined Benefit (Pension) · DOL Form 5500 · 2024

Heritage Village Master Association, Inc. Pension Plan

Data updated 2026-08-25

N/A
Total assets —
33
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Village Master Association, Inc. Retirement Income Plan · Sponsored by Heritage Village Master Association, Inc. · Connecticut · Other Services

N/A in assets, 33 participants

Heritage Village Master Association, Inc.'s Heritage Village Master Association, Inc. Retirement Income Plan reported N/A in total assets and 33 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Heritage Village Master Association, Inc. multi-year trail

Heritage Village Master Association, Inc.'s plans moved -49.6% in assets from 2022 to 2024; this filing shows Heritage Village Master Association, Inc. Retirement Income Plan at N/A / 33 participants.

-$12M
reported net income

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Village Master Association, Inc. Retirement Income 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 Village Master Association, Inc. Retirement Income Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Village Master Association, Inc. Retirement Income Plan reported net income fell from $1M in the plan year 2023 filing to -$12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060888160 · Heritage Village Master Association, Inc. PY 2024 · Defined Benefit (Pension)

Heritage Village Master Association, Inc. Retirement Income Plan · N/A · 33

  • PHOTO N/A
  • PHOTO 33
  • PHOTO PY 2024
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust
  • PHOTO -$12M

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 Other Services retirement plans → · Plans in Connecticut →

Heritage Village Master Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Village Master Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.55077335231873% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.5M $8.32M ▼ -49.5%
Year Plans Participants Total Assets
2022 2 162 $16M
2023 2 110 $19M
2024 2 113 $8M

Heritage Village Master Association, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)N/A
Net Income-$12M
Employer EIN060888160
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 5 data points. 010000200003000040000 01020304050 Total assets ($B) Participants Rtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Heritage Village Master Association, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association, Inc. Retirement Income Plan side-by-side with 3 peers →

Heritage Village Master Association, Inc. Retirement Income Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by covered participants is Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust in NY (33 participants; this filing: 33 participants).

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 have Heritage Village Master Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association, Inc.'s sponsor-wide assets declined 49.6%, from $16M to $8M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heritage Village Master Association, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Legal Aid Society of Nassau County, N.Y., Inc. Employees's Pension Trust in NY (33 participants, $15M 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 060888160.

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.