ESOP · DOL Form 5500 · 2023

Heritage Benefit Consultants, Inc. ESOP

Data updated 2026-08-25

$199K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$99,666
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Heritage Benefit Consultants, Inc. · Connecticut · Professional & Technical Services

$199K in assets, 2 participants

Heritage Benefit Consultants, Inc.'s Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan reported $199K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,704 in Professional & Technical Services (20,321 peers)

2023 asset change

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan grew at a solid clip 10.4% in 2023 ($181K → $199K) for 2 participants.

#1,704
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$199,331 11th percentile higher than 11% of 127,068 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 2023

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan reported net income rose from $25K in the plan year 2022 filing to $36K in the plan year 2023 filing.
  • Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan end-of-year assets rose from $181K in the plan year 2022 filing to $199K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060991349 · Heritage Benefit Consultants, Inc. PY 2023 · ESOP

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan · $199K · 2 · 11th

  • EOY $199K
  • EOY 2
  • EOY 11th
  • EOY ESOP
  • EOY near Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #1704

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 Connecticut →

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Heritage Benefit Consultants, Inc. Employee Stock Ownership PlanHeritage Benefit Consultants…$199KCarter Broadcast Group, Inc. Employee Stock Ownership Plan and TrustCarter Broadcast Group, Inc.…$200KCustom Profile Holdings, Inc. Employee Stock Ownership PlanCustom Profile Holdings, Inc…$200KHot Frog Print & Media, Inc. Employee Stock Ownership PlanHot Frog Print & Media, Inc.…$200KH & H Systems and Design Holding Company Employee Stock Ownership PlanH & H Systems and Design Hol…$200K
End-of-year total assets ($M) among Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Heritage Benefit Consultants, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Heritage Benefit Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$778K 1.5014701487375512% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.77M $0.78M ▲ +1.3%
Year Plans Participants Total Assets
2022 2 7 $766K
2023 2 6 $941K
2024 1 4 $778K

2023 asset-move particulars

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$175K
Net Income$36K
Employer EIN060991349
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.199331 · Participants: 2Heritage Benefit Consultants, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in MO ($200K); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2023, from $181K to $199K. Reported net income was $36K.
How have Heritage Benefit Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Benefit Consultants, Inc.'s sponsor-wide assets grew 1.5%, from $766K to $778K.
Where does Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in MO ($200K, 25 participants).
Which ESOP plans cover a similar participant headcount to Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060991349.

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.