Profit Sharing · DOL Form 5500 · 2024
Heritage Christian Services, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $37M
- Total assets
- 2,890
- Participants
- 80th
- Percentile by assets
- $12,814
- Avg per participant
Official DOL plan name: Heritage Christian Services, Inc. Retirement Plan · Sponsored by Heritage Christian Services, Inc. · New York · Healthcare & Social Assistance
$37M in assets, 2,890 participants
Heritage Christian Services, Inc.'s Heritage Christian Services, Inc. Retirement Plan reported $37M in total assets and 2,890 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 116,472 plans)
Coverage in New York
Heritage Christian Services, Inc. Retirement Plan covers 2,890 participants in New York, 3.6x the typical New York plan (state average ~795 per filing). Assets: $37M.
- $37M
- total plan assets (2024 EOY)
- 2,890
- covered participants
- 80th
- percentile by assets (of 116,472 plans)
- $12,814
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Christian Services, Inc. Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Heritage Christian Services, Inc. Retirement Plan reported participants fell from 2,941 in the plan year 2023 filing to 2,890 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Heritage Christian Services, Inc. Retirement Plan reports 2,890 participants - 3.6x that state average ($37M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 222334190 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Christian Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,788 | $28M |
| 2023 | 1 | 2,941 | $33M |
| 2024 | 1 | 2,890 | $37M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Heritage Christian Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Heritage Christian Services, Inc. Retirement Plan by total assets, not by location.
- Autobody Products, Inc. Profit Sharing Plan (PA) $37M · 132
- United Church of Christ Homes Retirement Plan (PA) $37M · 733
- Sinai Health System Retirement Plan (IL) $37M · 1,728
- Edges Electrical Group Profit Sharing Plan (CA) $37M · 335
Frequently Asked Questions
How did Heritage Christian Services, Inc. Retirement Plan assets move in 2024? ▼
How have Heritage Christian Services, Inc. plan assets changed over time? ▼
Where does Heritage Christian Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Heritage Christian Services, Inc. Retirement Plan? ▼
Next read for Heritage Christian Services, Inc. Retire…
Filing takeaways
Ways to act on Heritage Christian Services, Inc. Retirement Plan's numbers.
- By total assets, Heritage Christian Services, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Heritage Christian Services, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 222334190.
Read our methodology - how this data is sourced, computed, and verified.