401(k) · DOL Form 5500 · 2024

Eastern Shore Transport, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 119
Participants Small participant base: 53rd
Percentile by assets National rank: $73,278
Avg per participant Below avg balance/head

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Official DOL plan name: Heritage & Est 401(k) Plan · Sponsored by Eastern Shore Transport, LLC · Pennsylvania · Manufacturing

$9M in assets, 119 participants

Eastern Shore Transport, LLC's Heritage & Est 401(k) Plan reported $9M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#6,722 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Heritage & Est 401(k) Plan covers 119 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#6,722
in Manufacturing (17,777 peers): +15.3%
assets growth YoY

Heritage & Est 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Heritage & Est 401(k) Plan vs every filed plan by assets

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

$8,720,079 Top 47% higher than 53% 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 & Est 401(k) 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. Heritage & Est 401(k) Plan sits mid-pack in the medium band (119 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Heritage & Est 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Heritage & Est 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271322213 · Eastern Shore Transport, LLC PY 2024 · 401(k)

Heritage & Est 401(k) Plan · $9M · 119 · 53rd

RANK $9M
RANK 119
RANK 53rd
RANK 401(k)
RANK near Porter Burgess Company Thrift and Savings Plan
RANK ind #6722

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 Manufacturing retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Heritage & Est 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	271322213
Plan Effective Date	2001-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Eastern Shore Transport, LLC)

Latest sponsor-wide plan assets: $9M 36.425155131362% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	121	$6M
2023	1	114	$8M
2024	1	119	$9M

Nearby 401(k) Plans in Pennsylvania

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

Heritage & Est 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Heritage & Est 401(k) Plan side-by-side with 3 peers →

Heritage & Est 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Porter Burgess Company Thrift and Savings Plan in TX ($9M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Porter Burgess Company Thrift and Savings Plan (TX) $9M · 62
D & M Tool Corporation 401(k) Profit Sharing Plan (IN) $9M · 161
Northwest Michigan Surgery Center 401(k) Plan and Trust (MI) $9M · 148
Preload Profit Sharing 401(k) Plan (KY) $9M · 196

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
Commerce Media Holdings 401(k) Plan (CA) 119 · 0 off

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 & Est 401(k) Plan assets move in 2024? ▼

Heritage & Est 401(k) Plan grew sharply - up 15.3% during 2024, from $8M to $9M. Reported net income was $1M.

How have Eastern Shore Transport, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Eastern Shore Transport, LLC's sponsor-wide assets grew 36.4%, from $6M to $9M.

Which 401(k) plans are similar in size to Heritage & Est 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Porter Burgess Company Thrift and Savings Plan in TX ($9M, 62 participants).

Which 401(k) plans cover a similar participant headcount to Heritage & Est 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 271322213.