401(k) · DOL Form 5500 · 2024

Heritage Ministries Charitable Care Network, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
809
Participants Near avg headcount
65th
Percentile by assets National rank
$19,315
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Village 401(k) Profit Sharing Plan · Sponsored by Heritage Ministries Charitable Care Network, Inc. · New York · Healthcare & Social Assistance

$16M in assets, 809 participants

Heritage Ministries Charitable Care Network, Inc.'s The Heritage Village 401(k) Profit Sharing Plan reported $16M in total assets and 809 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,890 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

The Heritage Village 401(k) Profit Sharing Plan holds $16M for 809 participants - about $19,315 per participant, above the median plan by assets.

#11,890
in Healthcare & Social Assistance (16,916 peers)
-1.5%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Heritage Village 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Heritage Village 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,625,468 Top 35% higher than 65% 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

The Heritage Village 401(k) Profit Sharing 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. The Heritage Village 401(k) Profit Sharing Plan sits mid-pack in the medium band (809 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Heritage Village 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$249K in the plan year 2024 filing.
  • The Heritage Village 401(k) Profit Sharing Plan reported participants fell from 1,243 in the plan year 2023 filing to 809 in the plan year 2024 filing.
  • The Heritage Village 401(k) Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261454957 · Heritage Ministries Charitable Care Network, Inc. PY 2024 · 401(k)

The Heritage Village 401(k) Profit Sharing Plan · $16M · 809 · 65th

  • ASSETS $16M
  • PCT 809
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Piolax Corporation 401(k) Plan
  • IND ind #11890

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The Heritage Village 401(k) Profit Sharing Plan in the asset neighbourhood

The Heritage Village 401(k) Profit Sharing PlanThe Heritage Village 401(k) …$16MPeppermint Pooled Employer PlanPeppermint Pooled Employer P…$16MPiolax Corporation 401(k) PlanPiolax Corporation 401(k) Pl…$16MBetten Baker Auto Family 401(k) Retirement PlanBetten Baker Auto Family 401…$16MGage Corporation Employee's Savings and Retirement PlanGage Corporation Employee's …$16M
End-of-year total assets ($M) among The Heritage Village 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$249K
Employer EIN261454957
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Ministries Charitable Care Network, Inc.)

Sponsor-wide plan assets over time

All Heritage Ministries Charitable Care Network, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 2.9117861322009007% vs 2022
2024 filing year
$15M$15.5M$16M 202220232024 $15.2M $15.6M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 1,178 $15M
2023 1 1,243 $16M
2024 1 809 $16M

Nearby 401(k) Plans in New York

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

The Heritage Village 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Heritage Village 401(k) Profit Sharing Plan, Total assets ($B): 0.015625468 · Participants: 809The Heritage Village 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Heritage Village 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Heritage Village 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Piolax Corporation 401(k) Plan in GA ($16M); by covered participants it is Cultivate Behavioral Management 401(k) Plan in IL (809 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (809 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 The Heritage Village 401(k) Profit Sharing Plan assets move in 2024? ▼
The Heritage Village 401(k) Profit Sharing Plan edged down modestly - down 1.5% during 2024, from $16M to $16M. Reported net income was -$249K.
How have Heritage Ministries Charitable Care Network, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Ministries Charitable Care Network, Inc.'s sponsor-wide assets grew 2.9%, from $15M to $16M.
Which 401(k) plans are similar in size to The Heritage Village 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piolax Corporation 401(k) Plan in GA ($16M, 237 participants).
Which 401(k) plans cover a similar participant headcount to The Heritage Village 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cultivate Behavioral Management 401(k) Plan in IL (809 participants, $8M 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 261454957.

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.