401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$25M
Total assets Small plan by assets
315
Participants Below avg headcount
74th
Percentile by assets National rank
$78,739
Avg per participant Below avg balance/head
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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.

  • #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.

#6,759
in Retail Trade (8,048 peers)
+4.7%
assets growth YoY

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,802,887 Top 26% higher than 74% 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

The Heritage Automotive Group, Inc. 401(k) Profit Sharing 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. The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 030284529 · The Heritage Automotive Group, Inc. PY 2024 · 401(k)

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan · $25M · 315 · 74th

  • BOOK $25M
  • BOOK 315
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Keller Group 401(k) Profit Sharing Plan
  • BOOK ind #6759

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 Retail Trade retirement plans → · Plans in Vermont →

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings PlanSweetener Products Company a…$25MThe Heritage Automotive Group, Inc. 401(k) Profit Sharing PlanThe Heritage Automotive Grou…$25MKeller Group 401(k) Profit Sharing PlanKeller Group 401(k) Profit S…$25MMfg 401(k) Plan$25MLiberty Auto Group, Ltd. 401(k) PlanLiberty Auto Group, Ltd. 401…$25M
End-of-year total assets ($M) among The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All The Heritage Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 23.141197667917613% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $24.8M ▲ +23.1%
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 EIN030284529
Plan Effective Date1994-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024802887 · Participants: 315The Heritage Automotive Group, Inc. 401(k) Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Keller Group 401(k) Profit Sharing Plan in TN ($25M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 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).
Which 401(k) plans cover a similar participant headcount to The Heritage Automotive Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Child Crisis Arizona 401(k) Plan in AZ (315 participants, $11M 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 030284529.

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.