401(k) · DOL Form 5500 · 2024

Heritage Millwork Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
74
Participants Small participant base
48th
Percentile by assets National rank
$92,751
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Millwork Inc 401(k) Profit Sharing Plan · Sponsored by Heritage Millwork Inc · Minnesota · Wholesale Trade

$7M in assets, 74 participants

Heritage Millwork Inc's Heritage Millwork Inc 401(k) Profit Sharing Plan reported $7M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,287 in Wholesale Trade (6,080 peers)

Heritage Millwork Inc multi-year trail

Heritage Millwork Inc's plans moved +45.2% in assets from 2022 to 2024; this filing shows Heritage Millwork Inc 401(k) Profit Sharing Plan at $7M / 74 participants.

#2,287
in Wholesale Trade (6,080 peers)
+14.6%
assets growth YoY

Heritage Millwork Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Heritage Millwork Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,863,589 48th percentile higher than 48% 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 Millwork Inc 401(k) Profit Sharing Plan 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 Millwork Inc 401(k) Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Millwork Inc 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $876K in the plan year 2024 filing.
  • Heritage Millwork Inc 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Heritage Millwork Inc 401(k) Profit Sharing Plan reported participants rose from 70 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411864718 · Heritage Millwork Inc PY 2024 · 401(k)

Heritage Millwork Inc 401(k) Profit Sharing Plan · $7M · 74 · 48th

  • 5500 $7M
  • ASSETS 74
  • PCT 48th
  • EIN 401(k)
  • RANK near Global Resources International 401(k) Plan
  • PHOTO ind #2287

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Heritage Millwork Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Millwork Inc 401(k) Profit Sharing PlanHeritage Millwork Inc 401(k)…$7MGlobal Resources International 401(k) PlanGlobal Resources Internation…$7MFoti, Flynn, Lowen & Company PC 401(k) Profit Sharing Plan and TrustFoti, Flynn, Lowen & Company…$7MEnvirovac 401(k) Savings Plan$7MTpd 401(k)$7M
End-of-year total assets ($M) among Heritage Millwork Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Millwork Inc multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Millwork Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.23566129879012% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.73M $6.86M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 70 $6M
2024 1 74 $7M

Heritage Millwork Inc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$876K
Employer EIN411864718
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Heritage Millwork Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.006863589 · Participants: 74Heritage Millwork Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Heritage Millwork Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heritage Millwork Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Millwork Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Global Resources International 401(k) Plan in GA ($7M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Millwork Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Heritage Millwork Inc 401(k) Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $6M to $7M. Reported net income was $876K.
How have Heritage Millwork Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Millwork Inc's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Resources International 401(k) Plan in GA ($7M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Millwork Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants, $3M 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 411864718.

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.