401(k) · DOL Form 5500 · 2024
Heritage Hr LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 908
- Participants Near avg headcount
Official DOL plan name: Heritage Hr LLC 401(k) Profit Sharing Plan · Sponsored by Heritage Hr LLC · Nebraska · Healthcare & Social Assistance
N/A in assets, 908 participants
Heritage Hr LLC's Heritage Hr LLC 401(k) Profit Sharing Plan reported N/A in total assets and 908 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.
What the 2024 filing shows
Heritage Hr LLC 401(k) Profit Sharing Plan holds N/A for 908 participants.
- $2M
- reported net income
Heritage Hr LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Hr LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (908 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Hr LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heritage Hr LLC 401(k) Profit Sharing Plan reported participants rose from 843 in the plan year 2023 filing to 908 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 274058667 · Heritage Hr LLC PY 2024 · 401(k)
Heritage Hr LLC 401(k) Profit Sharing Plan · N/A · 908
- EOY N/A
- EOY 908
- EOY PY 2024
- EOY 401(k)
- EOY near Jackson Furniture Industries, Inc Retirement Plan
- EOY $2M
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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $2M |
| Employer EIN | 274058667 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Hr LLC)
Sponsor-wide plan assets over time
All Heritage Hr LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 772 | $7M |
| 2023 | 1 | 843 | $9M |
| 2024 | 1 | 908 | N/A |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Heritage Hr LLC 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Nebraska, the nearest 401(k) by covered participants is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants; this filing: 908 participants).
Similar participant headcount
Nearest other-state filings by covered participants (908 participants); asset peers above are excluded.
- Jackson Furniture Industries, Inc Retirement Plan (TN) 908 · 0 off
- Univ of Wi Cu Retirement Savings Plan and Trust (WI) 908 · 0 off
- Alkami Technology, Inc. 401(k) Plan (TX) 908 · 0 off
- Johnson Financial Group, Inc. Retirement and Savin (WI) 908 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.