401(k) · DOL Form 5500 · 2024

Heritage Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
202
Participants Below avg headcount
42nd
Percentile by assets National rank
$24,241
Avg per participant Low balance/head
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Official DOL plan name: Heritage Properties, Inc. Employee Retirement Plan · Sponsored by Heritage Properties, Inc. · Mississippi · Real Estate

$5M in assets, 202 participants

Heritage Properties, Inc.'s Heritage Properties, Inc. Employee Retirement Plan reported $5M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,825 in Real Estate (4,605 peers)

Heritage Properties, Inc. multi-year trail

Heritage Properties, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Heritage Properties, Inc. Employee Retirement Plan at $5M / 202 participants.

#2,825
in Real Estate (4,605 peers)
+11.7%
assets growth YoY

Heritage Properties, Inc. Employee Retirement Plan's mid-pack asset rank among Real Estate and all filers

Heritage Properties, Inc. Employee Retirement Plan vs every filed plan by assets

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

$4,896,703 42nd percentile higher than 42% 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 Properties, Inc. Employee Retirement 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 Properties, Inc. Employee Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Properties, Inc. Employee Retirement Plan reported net income fell from $921K in the plan year 2023 filing to $535K in the plan year 2024 filing.
  • Heritage Properties, Inc. Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Heritage Properties, Inc. Employee Retirement Plan reported participants rose from 198 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640665203 · Heritage Properties, Inc. PY 2024 · 401(k)

Heritage Properties, Inc. Employee Retirement Plan · $5M · 202 · 42nd

  • RANK $5M
  • PHOTO 202
  • IND 42nd
  • EOY 401(k)
  • 5500 near Hoppe North America, Inc. 401(k) Plan
  • ASSETS ind #2825

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 Real Estate retirement plans → · Plans in Mississippi →

Heritage Properties, Inc. Employee Retirement Plan in the asset neighbourhood

Heritage Properties, Inc. Employee Retirement PlanHeritage Properties, Inc. Em…$5MHoppe North America, Inc. 401(k) PlanHoppe North America, Inc. 40…$5MHealthequity Retirement Services Plan-Motivhealth Insurance CompanyHealthequity Retirement Serv…$5MLife Unlimited, Inc. 401(k) PlanLife Unlimited, Inc. 401(k) …$5MThe Sports Club of Novi, LLC 401(k) PlanThe Sports Club of Novi, LLC…$5M
End-of-year total assets ($M) among Heritage Properties, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.29526270716811% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.44M $4.9M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 186 $3M
2023 1 198 $4M
2024 1 202 $5M

Heritage Properties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$535K
Employer EIN640665203
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Heritage Properties, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Heritage Properties, Inc. Employee Retirement Plan, Total assets ($M): 4.896703 · Participants: 202Heritage Properties, Inc. Employee Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Heritage Properties, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Heritage Properties, Inc. Employee Retirement Plan side-by-side with 3 peers →

Heritage Properties, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Hoppe North America, Inc. 401(k) Plan in WI ($5M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Properties, Inc. Employee Retirement Plan assets move in 2024? ▼
Heritage Properties, Inc. Employee Retirement Plan grew at a solid clip - up 11.7% during 2024, from $4M to $5M. Reported net income was $535K.
How have Heritage Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Properties, Inc.'s sponsor-wide assets grew 42.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Heritage Properties, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoppe North America, Inc. 401(k) Plan in WI ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Properties, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 640665203.

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.