401(k) · DOL Form 5500 · 2024

Heritage Restaurant Management Group LLC 401(k) Plan

Data updated 2026-08-25

$356K
Total assets Small plan by assets
137
Participants Small participant base
15th
Percentile by assets National rank
$2,600
Avg per participant Low balance/head
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Official DOL plan name: Heritage Restaurant Group 401(k) Plan · Sponsored by Heritage Restaurant Management Group LLC · Indiana · Food Services & Accommodation

$356K in assets, 137 participants

Heritage Restaurant Management Group LLC's Heritage Restaurant Group 401(k) Plan reported $356K in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,444 in Food Services & Accommodation (3,672 peers)

Coverage in Indiana

Heritage Restaurant Group 401(k) Plan covers 137 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $356K.

#1,444
in Food Services & Accommodation (3,672 peers)
+346.1%
assets growth YoY

Heritage Restaurant Group 401(k) Plan among the smaller filed plans by assets

Heritage Restaurant Group 401(k) Plan vs every filed plan by assets

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

$356,146 15th percentile higher than 15% 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

Heritage Restaurant Group 401(k) 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 Restaurant Group 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Restaurant Group 401(k) Plan end-of-year assets rose from $80K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Heritage Restaurant Group 401(k) Plan reported net income rose from $80K in the plan year 2023 filing to $276K in the plan year 2024 filing.
  • Heritage Restaurant Group 401(k) Plan reported participants rose from 121 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455571856 · Heritage Restaurant Management Group LLC PY 2024 · 401(k)

Heritage Restaurant Group 401(k) Plan · $356K · 137 · 15th

  • PCT $356K
  • PCT 137
  • PCT 15th
  • PCT 401(k)
  • PCT near Finley 401(k)
  • PCT ind #1444

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

Heritage Restaurant Group 401(k) Plan in the asset neighbourhood

Heritage Restaurant Group 401(k) PlanHeritage Restaurant Group 40…$356KFinley 401(k)$356KGreystone Enterprises, Inc. 401(k) PlanGreystone Enterprises, Inc. …$356KChapman Property Investments Inc. 401(k) PlanChapman Property Investments…$356KThe Angels Home Care LLC$356K
End-of-year total assets ($M) among Heritage Restaurant Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$80K
Net Assets (End of Year)$356K
Net Income$276K
Employer EIN455571856
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Restaurant Management Group LLC)

Sponsor-wide plan assets over time

All Heritage Restaurant Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$356K 346.0690622612442% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20232024 $0.08M $0.36M ▲ +350.0%
Year Plans Participants Total Assets
2023 1 121 $80K
2024 1 137 $356K

Nearby 401(k) Plans in Indiana

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

Heritage Restaurant Group 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heritage Restaurant Group 401(k) Plan, Total assets ($B): 0.000356146 · Participants: 137Heritage Restaurant Group 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heritage Restaurant Group 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heritage Restaurant Group 401(k) Plan side-by-side with 3 peers →

Heritage Restaurant Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Finley 401(k) in LA ($356K); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($356K here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Heritage Restaurant Group 401(k) Plan assets move in 2024? ▼
Heritage Restaurant Group 401(k) Plan surged - up 346.1% during 2024, from $80K to $356K. Reported net income was $276K.
How have Heritage Restaurant Management Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heritage Restaurant Management Group LLC's sponsor-wide assets grew 346.1%, from $80K to $356K.
Where does Heritage Restaurant Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Restaurant Group 401(k) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Restaurant Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finley 401(k) in LA ($356K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Heritage Restaurant Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 455571856.

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.