401(k) · DOL Form 5500 · 2024

National Heritage Academies, Inc. 401(k) Plan

Data updated 2026-08-25

$307M
Total assets Above avg plan size
6,719
Participants Above avg headcount
96th
Percentile by assets National rank
$45,731
Avg per participant Low balance/head
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Official DOL plan name: National Heritage Academies, Inc. Retirement Savings Plan · Sponsored by National Heritage Academies, Inc. · Michigan · Educational Services

$307M in assets, 6,719 participants

National Heritage Academies, Inc.'s National Heritage Academies, Inc. Retirement Savings Plan reported $307M in total assets and 6,719 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,393 in Educational Services (3,638 peers)

Coverage in Michigan

National Heritage Academies, Inc. Retirement Savings Plan covers 6,719 participants in Michigan, 11x the typical Michigan plan (state average ~638 per filing). Assets: $307M.

#3,393
in Educational Services (3,638 peers)
+15.8%
assets growth YoY
3.1×
vs typical plan assets (national mean)

National Heritage Academies, Inc. Retirement Savings Plan's outsized position by total assets

National Heritage Academies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$307,269,711 Top 4% higher than 96% 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

National Heritage Academies, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Heritage Academies, Inc. Retirement Savings Plan lands in the large band (6,719 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Heritage Academies, Inc. Retirement Savings Plan end-of-year assets rose from $265M in the plan year 2023 filing to $307M in the plan year 2024 filing.
  • National Heritage Academies, Inc. Retirement Savings Plan reported net income fell from $49M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • National Heritage Academies, Inc. Retirement Savings Plan reported participants rose from 6,534 in the plan year 2023 filing to 6,719 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383244019 · National Heritage Academies, Inc. PY 2024 · 401(k)

National Heritage Academies, Inc. Retirement Savings Plan · $307M · 6,719 · 96th

  • PCT $307M
  • PCT 6,719
  • PCT 96th
  • PCT 401(k)
  • PCT near Trustmark Services Company Investment and Savings Plan
  • PCT ind #3393

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 Educational Services retirement plans → · Plans in Michigan →

National Heritage Academies, Inc. Retirement Savings Plan in the asset neighbourhood

Deferred Salary Profit-Sharing Plan for Employees of Dcs CorporationDeferred Salary Profit-Shari…$308MTrustmark Services Company Investment and Savings PlanTrustmark Services Company I…$307MNational Heritage Academies, Inc. Retirement Savings PlanNational Heritage Academies,…$307MWilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings PlanWilson, Elser, Moskowitz, Ed…$307MCalumet Gp, LLC Retirement Savings PlanCalumet Gp, LLC Retirement S…$307M
End-of-year total assets ($M) among National Heritage Academies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$265M
Net Assets (End of Year)$307M
Net Income$42M
Employer EIN383244019
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Heritage Academies, Inc.)

Sponsor-wide plan assets over time

All National Heritage Academies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$307M 41.98947248294392% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $216M $307M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 5,936 $216M
2023 1 6,534 $265M
2024 1 6,719 $307M

Nearby 401(k) Plans in Michigan

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

National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -100102030 Total assets ($B) Participants National Heritage Academies, Inc. Retirement Savings Plan, Total assets ($B): 0.307269711 · Participants: 6719National Heritage Academies, Inc. Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
National Heritage Academies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare National Heritage Academies, Inc. Retirement Savings Plan side-by-side with 3 peers →

Scale composition for National Heritage Academies, Inc. Retirement Savings Plan

National Heritage Academies, Inc. Retirement Savings Plan reports $307M in end-of-year assets across 6,719 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $45,731 per participant (33% of the national average assets-per-participant) . Net income for plan year 2024 was $42M.

This plan identity (EIN 383244019, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $216M to $307M (+42.0%) while covered participants moved from 5,936 to 6,719 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,936 $216M Open filing
2023 6,534 $265M Open filing
2024 · index core 6,719 $307M This page

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

Outside Michigan, the nearest 401(k) by assets is Trustmark Services Company Investment and Savings Plan in IL ($307M); by covered participants it is Jack Henry & Associates, Inc 401(k) Retirement Savings Plan in TX (6,719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,719 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 National Heritage Academies, Inc. Retirement Savings Plan assets move in 2024? ▼
National Heritage Academies, Inc. Retirement Savings Plan grew sharply - up 15.8% during 2024, from $265M to $307M. Reported net income was $42M.
How have National Heritage Academies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Heritage Academies, Inc.'s sponsor-wide assets grew 42.0%, from $216M to $307M.
Where does National Heritage Academies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
National Heritage Academies, Inc. Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to National Heritage Academies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trustmark Services Company Investment and Savings Plan in IL ($307M, 835 participants).
Which 401(k) plans cover a similar participant headcount to National Heritage Academies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jack Henry & Associates, Inc 401(k) Retirement Savings Plan in TX (6,719 participants, $1.4B 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 383244019.

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.