401(k) · DOL Form 5500 · 2024

Heritage Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
215
Participants Below avg headcount
50th
Percentile by assets National rank
$35,716
Avg per participant Low balance/head
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Official DOL plan name: Heritage Schools, Inc. 401(k) Plan · Sponsored by Heritage Schools, Inc. · Utah · Healthcare & Social Assistance

$8M in assets, 215 participants

Heritage Schools, Inc.'s Heritage Schools, Inc. 401(k) Plan reported $8M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,302 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Heritage Schools, Inc. 401(k) Plan covers 215 participants in Utah, about 36% of the average Utah filer (state average ~592 per filing). Assets: $8M.

#9,302
in Healthcare & Social Assistance (16,916 peers)
+11.2%
assets growth YoY

Heritage Schools, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heritage Schools, Inc. 401(k) Plan vs every filed plan by assets

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

$7,678,989 Top 50% higher than 50% 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 Schools, Inc. 401(k) 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 Schools, Inc. 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Schools, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $775K in the plan year 2024 filing.
  • Heritage Schools, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Heritage Schools, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2023 filing to 215 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870514958 · Heritage Schools, Inc. PY 2024 · 401(k)

Heritage Schools, Inc. 401(k) Plan · $8M · 215 · 50th

  • PHOTO $8M
  • PHOTO 215
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near Truefoods, LLC 401(k) Plan
  • PHOTO ind #9302

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 Utah →

Heritage Schools, Inc. 401(k) Plan in the asset neighbourhood

Heritage Schools, Inc. 401(k) PlanHeritage Schools, Inc. 401(k…$8MTruefoods, LLC 401(k) Plan$8MAlaska Central Express, Inc. 401(k) Salary Reduction PlanAlaska Central Express, Inc.…$8MFirst Community Bank 401(k) PlanFirst Community Bank 401(k) …$8MHygrade Business Group Incorporated Savings and Investment PlanHygrade Business Group Incor…$8M
End-of-year total assets ($M) among Heritage Schools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$775K
Employer EIN870514958
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Schools, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 38.23134549209277% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.68M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 204 $6M
2023 1 204 $7M
2024 1 215 $8M

Nearby 401(k) Plans in Utah

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

Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Heritage Schools, Inc. 401(k) Plan, Total assets ($B): 0.007678989 · Participants: 215Heritage Schools, Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Heritage Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Heritage Schools, Inc. 401(k) Plan side-by-side with 3 peers →

Heritage Schools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Truefoods, LLC 401(k) Plan in MA ($8M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Schools, Inc. 401(k) Plan assets move in 2024? ▼
Heritage Schools, Inc. 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $7M to $8M. Reported net income was $775K.
How have Heritage Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Schools, Inc.'s sponsor-wide assets grew 38.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truefoods, LLC 401(k) Plan in MA ($8M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants, $18M 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 870514958.

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.