Profit Sharing · DOL Form 5500 · 2024
Heritage Christian Services, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 2,890
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $12,814
- Avg per participant Low balance/head
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.
- #14,073 in Healthcare & Social Assistance (16,916 peers)
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 ~798 per filing). Assets: $37M.
- #14,073
- in Healthcare & Social Assistance (16,916 peers)
- +13.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Heritage Christian Services, Inc. Retirement Plan's outsized position by total assets
Heritage Christian Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,032,553 Top 20% higher than 80% 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 Christian Services, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Christian Services, Inc. Retirement Plan lands in the large band (2,890 participants).
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.
EBSA filing schedule strip
Filing strip 222334190 · Heritage Christian Services, Inc. PY 2024 · Profit Sharing
Heritage Christian Services, Inc. Retirement Plan · $37M · 2,890 · 80th
- PART $37M
- PART 2,890
- PART 80th
- PART Profit Sharing
- PART near Autobody Products, Inc. Profit Sharing Plan
- PART ind #14073
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 →
Heritage Christian Services, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Heritage Christian Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 30.204326184390933% vs 2022
- 2024 filing year
| 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.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- 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
Heritage Christian Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Autobody Products, Inc. Profit Sharing Plan in PA ($37M); by covered participants it is Alaska Native Tribal Health Consortium Retirement Plan in AK (2,903 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Autobody Products, Inc. Profit Sharing Plan (PA) $37M · 132
- United Church of Christ Homes Retirement Plan (PA) $37M · 733
- Insulators Local No. 23 Annuity Fund (PA) $37M · 315
- Sinai Health System Retirement Plan (IL) $37M · 1,728
Similar participant headcount
Nearest other-state filings by covered participants (2,890 participants); asset peers above are excluded.
- Alaska Native Tribal Health Consortium Retirement Plan (AK) 2,903 · 13 off
- Triple-S Retirement & Savings Plan (PR) 2,858 · 32 off
- Sheet Metal Workers Annuity Fund Local Union No. 19 (PA) 2,850 · 40 off
- Local 743 Severance and Retirement Plan (IL) 2,931 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.