401(k) · DOL Form 5500 · 2024
National Heritage Academies, Inc. 401(k) Plan
Data updated 2026-08-11
- $307M
- Total assets
- 6,719
- Participants
- 96th
- Percentile by assets
- $45,731
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $307M
- total plan assets (2024 EOY)
- 6,719
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $45,731
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. National Heritage Academies, Inc. Retirement Savings Plan reports 6,719 participants - 11x that state average ($307M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $265M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | $42M |
| Employer EIN | 383244019 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Heritage Academies, Inc.)
| 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
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to National Heritage Academies, Inc. Retirement Savings Plan by total assets, not by location.
- Trustmark Services Company Investment and Savings Plan (IL) $307M · 835
- Wilson, Elser, Moskowitz, Edelman & Dicker LLP 401(k) Savings Plan (NY) $307M · 1,979
- Deferred Salary Profit-Sharing Plan for Employees of Dcs Corporation (VA) $308M · 2,119
- Calumet Gp, LLC Retirement Savings Plan (IN) $307M · 1,555
Frequently Asked Questions
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Filing takeaways
Ways to act on National Heritage Academies, Inc. Retirement Savings Plan's numbers.
- By total assets, National Heritage Academies, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- National Heritage Academies, Inc.'s sponsor-wide assets have grown 42.0% since 2022 across 3 plan years on file. More Educational Services plans