401(k) · DOL Form 5500 · 2024

Heritage Wealth Advisors 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 34
Participants Small participant base: 41st
Percentile by assets National rank: $136,293
Avg per participant Near avg balance/head

Official DOL plan name: Heritage Wealth Advisors Retirement Trust · Sponsored by Heritage Wealth Advisors · Virginia · Finance & Insurance

$5M in assets, 34 participants

Heritage Wealth Advisors's Heritage Wealth Advisors Retirement Trust reported $5M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#2,324 in Finance & Insurance (8,549 peers)

2024 asset change

Heritage Wealth Advisors Retirement Trust grew at a solid clip 12.0% in 2024 ($4M → $5M) for 34 participants.

#2,324
in Finance & Insurance (8,549 peers): +12.0%
assets growth YoY

Heritage Wealth Advisors Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Heritage Wealth Advisors Retirement Trust vs every filed plan by assets

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

$4,633,957 41st percentile higher than 41% 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 Wealth Advisors Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Wealth Advisors Retirement Trust is a small filing (34 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 364579334 · Heritage Wealth Advisors PY 2024 · 401(k)

Heritage Wealth Advisors Retirement Trust · $5M · 34 · 41st

BOY $5M
SCH 34
EBSA 41st
PART 401(k)
TYPE near Saccucci Auto Group 401(k) Retirement Plan
NET ind #2324

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 Finance & Insurance retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Heritage Wealth Advisors Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$496K
Employer EIN	364579334
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Heritage Wealth Advisors Retirement Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Heritage Wealth Advisors Retirement Trust side-by-side with 3 peers →

Heritage Wealth Advisors Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Saccucci Auto Group 401(k) Retirement Plan in RI ($5M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Saccucci Auto Group 401(k) Retirement Plan (RI) $5M · 50
Karlin & Peebles, LLP Profit Sharing Plan (CA) $5M · 19
Landmark/Sunnyside 401(k) Plan (CA) $5M · 71
Avum, Inc. Retirement Trust (CA) $5M · 31

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

Therapy Rehabilitation Services, Inc.-Education 401(k) Plan (AZ) 34 · 0 off
Blue Racer Midstream Holdings, LLC 401(k) Plan (OK) 34 · 0 off
Volunteers of America Puerto Rico 401(k) Plan (FL) 34 · 0 off
Netspark Ip & Telecom LLC 401(k) Profit Sharing Plan & Trust (TX) 34 · 0 off

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 Heritage Wealth Advisors Retirement Trust assets move in 2024? ▼

Heritage Wealth Advisors Retirement Trust grew at a solid clip - up 12.0% during 2024, from $4M to $5M. Reported net income was $496K.

Which 401(k) plans are similar in size to Heritage Wealth Advisors Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Saccucci Auto Group 401(k) Retirement Plan in RI ($5M, 50 participants).

Which 401(k) plans cover a similar participant headcount to Heritage Wealth Advisors Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 364579334.