Profit Sharing · DOL Form 5500 · 2024

Heritage Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
60
Participants Small participant base
47th
Percentile by assets National rank
$110,122
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Care, Inc. Retirement Plan · Sponsored by Heritage Care, Inc. · Louisiana · Healthcare & Social Assistance

$7M in assets, 60 participants

Heritage Care, Inc.'s Heritage Care, Inc. Retirement Plan reported $7M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,716 in Healthcare & Social Assistance (16,916 peers)

Heritage Care, Inc. multi-year trail

Heritage Care, Inc.'s plans moved +129.2% in assets from 2022 to 2024; this filing shows Heritage Care, Inc. Retirement Plan at $7M / 60 participants.

#8,716
in Healthcare & Social Assistance (16,916 peers)
+95.5%
assets growth YoY

Heritage Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heritage Care, Inc. Retirement Plan vs every filed plan by assets

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

$6,607,316 47th percentile higher than 47% 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 Care, Inc. Retirement 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 Care, Inc. Retirement Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Care, Inc. Retirement Plan reported net income rose from $496K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heritage Care, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Heritage Care, Inc. Retirement Plan reported participants rose from 54 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 812486052 · Heritage Care, Inc. PY 2024 · Profit Sharing

Heritage Care, Inc. Retirement Plan · $7M · 60 · 47th

  • 5500 $7M
  • 5500 60
  • 5500 47th
  • 5500 Profit Sharing
  • 5500 near Stephen D. Cooke, Dds, Inc. Profit Sharing Plan
  • 5500 ind #8716

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 Louisiana →

Heritage Care, Inc. Retirement Plan in the asset neighbourhood

Wisconsin Humane Society Employees' Retirement PlanWisconsin Humane Society Emp…$7MPremiere Holdings, Inc. Profit Sharing PlanPremiere Holdings, Inc. Prof…$7MHeritage Care, Inc. Retirement PlanHeritage Care, Inc. Retireme…$7MStephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$7MEl Paso Drywall Inc Profit Sharing PlanEl Paso Drywall Inc Profit S…$7M
End-of-year total assets ($M) among Heritage Care, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Heritage Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 129.17170893151155% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.88M $6.61M ▲ +129.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 54 $3M
2024 1 60 $7M

Heritage Care, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN812486052
Plan Effective Date2016-05-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Heritage Care, Inc. Retirement Plan, Total assets ($M): 6.607316 · Participants: 60Heritage Care, Inc. Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 55.975622 · Participants: 78Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 51.733246 · Participants: 2026Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 15.087482 · Participants: 765Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 12.801823 · Participants: 554Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 12.064681 · Participants: 91Service Tool Co., LLC Retirement Plan
Heritage Care, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Heritage Care, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Care, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Stephen D. Cooke, Dds, Inc. Profit Sharing Plan in OH ($7M); by covered participants it is Camp War Eagle, Inc. Profit Sharing Plan in TX (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Care, Inc. Retirement Plan assets move in 2024? ▼
Heritage Care, Inc. Retirement Plan surged - up 95.5% during 2024, from $3M to $7M. Reported net income was $3M.
How have Heritage Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Care, Inc.'s sponsor-wide assets grew 129.2%, from $3M to $7M.
Which Profit Sharing plans are similar in size to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stephen D. Cooke, Dds, Inc. Profit Sharing Plan in OH ($7M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Heritage Care, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Camp War Eagle, Inc. Profit Sharing Plan in TX (60 participants, $2M 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 812486052.

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.