401(k) · DOL Form 5500 · 2024

The Heritage Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-11

$25M
Total assets: 315
Participants: 74th
Percentile by assets: $78,739
Avg per participant

Official DOL plan name: The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Heritage Automotive Group, Inc. · Vermont · Retail Trade

$25M in assets, 315 participants

The Heritage Automotive Group, Inc.'s The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

74th percentile by assets (of 123,622 plans)
#6,759 in Retail Trade (8,048 peers)

The Heritage Automotive Group, Inc. multi-year trail

The Heritage Automotive Group, Inc.'s plans moved +23.1% in assets from 2022 to 2024; this filing shows The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan at $25M / 315 participants.

$25M
total plan assets (2024 EOY): 315
covered participants: 74th
percentile by assets (of 123,622 plans): $78,739
avg assets per participant

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 361 in the plan year 2023 filing to 315 in the plan year 2024 filing.
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Vermont

Industry

Retail Trade

The Heritage Automotive Group, Inc. across 3 plan years on file

Across the 3 plan years The Heritage Automotive Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $20M to $25M, a gain of 23.1%, while reported participants moved from 365 to 315 (-13.7%). Peak year by sponsor assets: 2024 ($25M); trough: 2022 ($20M).

The Heritage Automotive Group, Inc. multi-year asset trail

Total plan assets by year, all The Heritage Automotive Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	365	$20M
2023	1	361	$24M
2024	1	315	$25M

The Heritage Automotive Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$25M
Net Income	$1M
Employer EIN	030284529
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Vermont

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

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
National Life Group 401(k) Plan $335M · 1,397
Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
Husky Retirement Savings $175M · 534
Casella Waste Systems 401(k) Plan $161M · 3,488

Compare The Heritage Automotive Group, Inc. 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Keller Group 401(k) Profit Sharing Plan (TN) $25M · 331
Mfg 401(k) Plan (GA) $25M · 230
Liberty Auto Group, Ltd. 401(k) Plan (OH) $25M · 416
Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan (CA) $25M · 132

Frequently Asked Questions

How did The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2024, from $24M to $25M. Reported net income was $1M.

How have The Heritage Automotive Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Heritage Automotive Group, Inc.'s sponsor-wide assets grew 23.1%, from $20M to $25M.

Which 401(k) plans are similar in size to The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Keller Group 401(k) Profit Sharing Plan in TN ($25M, 331 participants).

Next read for The Heritage Automotive Group, Inc. 401(…

Multi-year trail

Ways to act on The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
The Heritage Automotive Group, Inc.'s sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Retail Trade 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 030284529.