401(k) · DOL Form 5500 · 2024
Heritage Operating LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 381
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $20,219
- Avg per participant Low balance/head
Official DOL plan name: Heritage Family Funeral Services 401(k) Plan · Sponsored by Heritage Operating LLC · Tennessee · Other Services
$8M in assets, 381 participants
Heritage Operating LLC's Heritage Family Funeral Services 401(k) Plan reported $8M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,441 in Other Services (7,719 peers)
Coverage in Tennessee
Heritage Family Funeral Services 401(k) Plan covers 381 participants in Tennessee, about 34% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- #5,441
- in Other Services (7,719 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Family Funeral Services 401(k) Plan's mid-pack asset rank among Other Services and all filers
Heritage Family Funeral Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,703,495 Top 50% higher than 50% 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 Family Funeral Services 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 Family Funeral Services 401(k) Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Family Funeral Services 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$73K in the plan year 2024 filing.
- Heritage Family Funeral Services 401(k) Plan reported participants rose from 328 in the plan year 2023 filing to 381 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 824968837 · Heritage Operating LLC PY 2024 · 401(k)
Heritage Family Funeral Services 401(k) Plan · $8M · 381 · 50th
- EIN $8M
- RANK 381
- PHOTO 50th
- IND 401(k)
- EOY near Whitworth Tool, Inc. 401(k) Plan
- 5500 ind #5441
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 Tennessee →
Heritage Family Funeral Services 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$73K |
| Employer EIN | 824968837 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Operating LLC)
Sponsor-wide plan assets over time
All Heritage Operating LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.08323206286413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $7M |
| 2023 | 1 | 328 | $8M |
| 2024 | 1 | 381 | $8M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Heritage Family Funeral Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Whitworth Tool, Inc. 401(k) Plan in KY ($8M); by covered participants it is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- The Horton Group, Inc. Retirement Savings Plan (IL) 381 · 0 off
- The Hanover Research Council, LLC 401(k) Profit Sharing Plan (VA) 381 · 0 off
- Perfect Health 401(k) Plan (MO) 381 · 0 off
- Loren Cook Company 401(k) Plan (MO) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.