401(k) · DOL Form 5500 · 2024
Heritage Operations Group, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 660
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $31,574
- Avg per participant Low balance/head
Official DOL plan name: Heritage Operations Group, LLC Retirement Savings Plan · Sponsored by Heritage Operations Group, LLC · Illinois · Healthcare & Social Assistance
$21M in assets, 660 participants
Heritage Operations Group, LLC's Heritage Operations Group, LLC Retirement Savings Plan reported $21M in total assets and 660 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,766 in Healthcare & Social Assistance (16,916 peers)
Heritage Operations Group, LLC multi-year trail
Heritage Operations Group, LLC's plans moved -26.8% in assets from 2022 to 2024; this filing shows Heritage Operations Group, LLC Retirement Savings Plan at $21M / 660 participants.
- #12,766
- in Healthcare & Social Assistance (16,916 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Operations Group, LLC Retirement Savings Plan's outsized position by total assets
Heritage Operations Group, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,838,786 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heritage Operations Group, LLC Retirement Savings 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 Operations Group, LLC Retirement Savings Plan sits mid-pack in the medium band (660 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Operations Group, LLC Retirement Savings Plan reported participants fell from 2,206 in the plan year 2023 filing to 660 in the plan year 2024 filing.
- Heritage Operations Group, LLC Retirement Savings Plan reported net income rose from -$5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Heritage Operations Group, LLC Retirement Savings Plan end-of-year assets fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203902357 · Heritage Operations Group, LLC PY 2024 · 401(k)
Heritage Operations Group, LLC Retirement Savings Plan · $21M · 660 · 71st
- EBSA $21M
- EBSA 660
- EBSA 71st
- EBSA 401(k)
- EBSA near High Point Networks, LLC 401(k) & Profit Sharing Plan
- EBSA ind #12766
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 Illinois →
Heritage Operations Group, LLC Retirement Savings Plan in the asset neighbourhood
Heritage Operations Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heritage Operations Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 26.83264872464054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,291 | $28M |
| 2023 | 1 | 2,206 | $23M |
| 2024 | 1 | 660 | $21M |
Heritage Operations Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$2M |
| Employer EIN | 203902357 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Heritage Operations Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is High Point Networks, LLC 401(k) & Profit Sharing Plan in ND ($21M); by covered participants it is Liberated Brands, LLC 401(k) Plan in CA (660 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- High Point Networks, LLC 401(k) & Profit Sharing Plan (ND) $21M · 172
- Ascent 401(k) Plan (CA) $21M · 127
- The on-Board 401(k) Retirement Savings Plan (NJ) $21M · 1,875
- The Refinery 401(k) Plan (CA) $21M · 151
Similar participant headcount
Nearest other-state filings by covered participants (660 participants); asset peers above are excluded.
- Liberated Brands, LLC 401(k) Plan (CA) 660 · 0 off
- Numerica Credit Union Retirement Plan (WA) 660 · 0 off
- Ameriqual 401(k) Plan (IN) 660 · 0 off
- Retirement Savings at Velcro 401(k) Plan (NH) 660 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.