401(k) · DOL Form 5500 · 2024

Heritage Hotels and Resorts, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1,072
Participants Near avg headcount
28th
Percentile by assets National rank
$1,659
Avg per participant Low balance/head
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Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Hotels and Resorts, Inc. · New Mexico · Food Services & Accommodation

$2M in assets, 1,072 participants

Heritage Hotels and Resorts, Inc.'s Heritage 401(k) Plan reported $2M in total assets and 1,072 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,347 in Food Services & Accommodation (3,672 peers)

Coverage in New Mexico

Heritage 401(k) Plan covers 1,072 participants in New Mexico, 2.9x the typical New Mexico plan (state average ~365 per filing). Assets: $2M.

#2,347
in Food Services & Accommodation (3,672 peers)
+72.4%
assets growth YoY

Heritage 401(k) Plan among the smaller filed plans by assets

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

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

$1,778,923 28th percentile higher than 28% 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 401(k) 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 401(k) Plan lands in the large band (1,072 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage 401(k) Plan reported net income rose from $555K in the plan year 2023 filing to $733K in the plan year 2024 filing.
  • Heritage 401(k) Plan reported participants fell from 1,107 in the plan year 2023 filing to 1,072 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201884106 · Heritage Hotels and Resorts, Inc. PY 2024 · 401(k)

Heritage 401(k) Plan · $2M · 1,072 · 28th

  • PHOTO $2M
  • PHOTO 1,072
  • PHOTO 28th
  • PHOTO 401(k)
  • PHOTO near Illinois Valley Endodontics, LLC Retirement Plan and Trust
  • PHOTO ind #2347

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 Food Services & Accommodation retirement plans → · Plans in New Mexico →

Heritage 401(k) Plan in the asset neighbourhood

Heritage 401(k) Plan$2MIllinois Valley Endodontics, LLC Retirement Plan and TrustIllinois Valley Endodontics,…$2MKizer Pharmacy, LLC Safe Harbor 401(k) PlanKizer Pharmacy, LLC Safe Har…$2MCivil Engineering Professionals Inc 401(k) Profit ShCivil Engineering Profession…$2MCape Cod Surgical Associates, Inc., Profit Sharing PlanCape Cod Surgical Associates…$2M
End-of-year total assets ($M) among Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$733K
Employer EIN201884106
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Hotels and Resorts, Inc.)

Sponsor-wide plan assets over time

All Heritage Hotels and Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 272.8788583837444% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.48M $1.78M ▲ +270.8%
Year Plans Participants Total Assets
2022 1 1,031 $477K
2023 1 1,107 $1M
2024 1 1,072 $2M

Nearby 401(k) Plans in New Mexico

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

Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Heritage 401(k) Plan, Total assets ($B): 0.001778923 · Participants: 1072Heritage 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Heritage 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Heritage 401(k) Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Illinois Valley Endodontics, LLC Retirement Plan and Trust in IL ($2M); by covered participants it is Karsten Manufacturing Corporation and Subsidiaries 401(k) Plan in AZ (1,072 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,072 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 401(k) Plan assets move in 2024? ▼
Heritage 401(k) Plan surged - up 72.4% during 2024, from $1M to $2M. Reported net income was $733K.
How have Heritage Hotels and Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Hotels and Resorts, Inc.'s sponsor-wide assets grew 272.9%, from $477K to $2M.
Which 401(k) plans are similar in size to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Valley Endodontics, LLC Retirement Plan and Trust in IL ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Karsten Manufacturing Corporation and Subsidiaries 401(k) Plan in AZ (1,072 participants, $292M 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 201884106.

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.