Other · DOL Form 5500 · 2024

American Heritage Schools Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
109
Participants Small participant base
40th
Percentile by assets National rank
$41,820
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Heritage Schools 403(b) Plan · Sponsored by American Heritage Schools · Utah · Educational Services

$5M in assets, 109 participants

American Heritage Schools's American Heritage Schools 403(b) Plan reported $5M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

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

Coverage in Utah

American Heritage Schools 403(b) Plan covers 109 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#936
in Educational Services (3,638 peers)
+21.4%
assets growth YoY

American Heritage Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

American Heritage Schools 403(b) Plan vs every filed plan by assets

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

$4,558,369 40th percentile higher than 40% 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

American Heritage Schools 403(b) 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. American Heritage Schools 403(b) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Heritage Schools 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $803K in the plan year 2024 filing.
  • American Heritage Schools 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • American Heritage Schools 403(b) Plan reported participants rose from 97 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 866153035 · American Heritage Schools PY 2024 · Other

American Heritage Schools 403(b) Plan · $5M · 109 · 40th

  • IND $5M
  • IND 109
  • IND 40th
  • IND Other
  • IND near Liberty Resources 403b Retirement Plan
  • IND ind #936

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 Utah →

American Heritage Schools 403(b) Plan in the asset neighbourhood

American Heritage Schools 403(b) PlanAmerican Heritage Schools 40…$5MLiberty Resources 403b Retirement PlanLiberty Resources 403b Retir…$5MFlorence Immigrant & Refugee Rights 403(b) Retirement PlanFlorence Immigrant & Refugee…$5MGospel Light Mennonite Church Medical Aid Plan, Inc 403(b) PlanGospel Light Mennonite Churc…$5MPathways Inc Retirement and Employee Savings PlanPathways Inc Retirement and …$5M
End-of-year total assets ($M) among American Heritage Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$803K
Employer EIN866153035
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heritage Schools)

Sponsor-wide plan assets over time

All American Heritage Schools plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.99411073151495% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.71M $4.56M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 97 $4M
2024 1 109 $5M

Nearby Other Plans in Utah

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

American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants American Heritage Schools 403(b) Plan, Total assets ($M): 4.558369 · Participants: 109American Heritage Schools 403(b) PlanIntermountain Health 403(b) Plan, Total assets ($M): 341.695 · Participants: 44356Intermountain Health 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 188.657521 · Participants: 293Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 118.559543 · Participants: 1229Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 86.737344 · Participants: 331Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 53.299845 · Participants: 178Children's Miracle Network 403(b) Plan
American Heritage Schools 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare American Heritage Schools 403(b) Plan side-by-side with 3 peers →

American Heritage Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Liberty Resources 403b Retirement Plan in PA ($5M); by covered participants it is Intellisurvey 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 American Heritage Schools 403(b) Plan assets move in 2024? ▼
American Heritage Schools 403(b) Plan grew sharply - up 21.4% during 2024, from $4M to $5M. Reported net income was $803K.
How have American Heritage Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Schools's sponsor-wide assets grew 68.0%, from $3M to $5M.
Which Other plans are similar in size to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Liberty Resources 403b Retirement Plan in PA ($5M, 200 participants).
Which Other plans cover a similar participant headcount to American Heritage Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (109 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 866153035.

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.