401(k) · DOL Form 5500 · 2024

Heritage Village Master Association 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
80
Participants Small participant base
52nd
Percentile by assets National rank
$104,005
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Village Master Association · Connecticut · Other Services

$8M in assets, 80 participants

Heritage Village Master Association's Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,541 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Heritage Village Master Association 401(k) Profit Sharing Plan and Trust ranks #5,541 of 7,719 2024 filers by assets (241% of the sector average)-$8M for 80 participants.

#5,541
in Other Services (7,719 peers)
+25.7%
assets growth YoY

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,320,428 Top 48% higher than 52% 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 Village Master Association 401(k) Profit Sharing Plan and Trust 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 Village Master Association 401(k) Profit Sharing Plan and Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Heritage Village Master Association 401(k) Profit Sharing Plan and Trust reported participants rose from 77 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060888160 · Heritage Village Master Association PY 2024 · 401(k)

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust · $8M · 80 · 52nd

  • BOOK $8M
  • BOOK 80
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Tektone 401(k) and Profit Sharing Trust
  • BOOK ind #5541

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 Other Services retirement plans → · Plans in Connecticut →

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Heritage Village Master Association 401(k) Profit Sharing Plan and TrustHeritage Village Master Asso…$8MTektone 401(k) and Profit Sharing TrustTektone 401(k) and Profit Sh…$8MSetpoint Medical Corporation 401(k) Profit Sharing Plan and TrustSetpoint Medical Corporation…$8MThe Spyglass Group, LLC 401(k) PlanThe Spyglass Group, LLC 401(…$8MAutomatic Appliance Parts Corporation Employees' Profit Sharing and 401(k) PlanAutomatic Appliance Parts Co…$8M
End-of-year total assets ($M) among Heritage Village Master Association 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN060888160
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Village Master Association)

Sponsor-wide plan assets over time

All Heritage Village Master Association plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.55077335231873% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $16.5M $8.32M ▼ -49.5%
Year Plans Participants Total Assets
2022 2 162 $16M
2023 2 110 $19M
2024 2 113 $8M

Nearby 401(k) Plans in Connecticut

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

Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heritage Village Master Association 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008320428 · Participants: 80Heritage Village Master Association 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Heritage Village Master Association 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Tektone 401(k) and Profit Sharing Trust in NC ($8M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Village Master Association 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Heritage Village Master Association 401(k) Profit Sharing Plan and Trust grew sharply - up 25.7% during 2024, from $7M to $8M. Reported net income was $2M.
How have Heritage Village Master Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Village Master Association's sponsor-wide assets declined 49.6%, from $16M to $8M.
Which 401(k) plans are similar in size to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tektone 401(k) and Profit Sharing Trust in NC ($8M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Village Master Association 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A 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 060888160.

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.