401(k) · DOL Form 5500 · 2024

Heritage's Dairy Stores, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
202
Participants Below avg headcount
48th
Percentile by assets National rank
$33,305
Avg per participant Low balance/head
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Official DOL plan name: Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Heritage's Dairy Stores, Inc. · New Jersey · Manufacturing

$7M in assets, 202 participants

Heritage's Dairy Stores, Inc.'s Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust reported $7M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,578 in Manufacturing (17,777 peers)

Coverage in New Jersey

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust covers 202 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.

#5,578
in Manufacturing (17,777 peers)
+15.9%
assets growth YoY

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$6,727,629 48th percentile higher than 48% 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust reported participants rose from 144 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 210717632 · Heritage's Dairy Stores, Inc. PY 2024 · 401(k)

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust · $7M · 202 · 48th

  • 5500 $7M
  • 5500 202
  • 5500 48th
  • 5500 401(k)
  • 5500 near Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan
  • 5500 ind #5578

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 Manufacturing retirement plans → · Plans in New Jersey →

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$7MWade Financial Advisory, Inc. Profit Sharing 401(k) PlanWade Financial Advisory, Inc…$7MConcrete Supply Co., Inc. 401(k) PlanConcrete Supply Co., Inc. 40…$7MSecurity-Luebke Roofing, Inc. 401(k) Profit Sharing PlanSecurity-Luebke Roofing, Inc…$7MGuaranty Service Group, Inc 401(k) Savings PlanGuaranty Service Group, Inc …$7M
End-of-year total assets ($M) among Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$921K
Employer EIN210717632
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage's Dairy Stores, Inc.)

Sponsor-wide plan assets over time

All Heritage's Dairy Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.15831364258177% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.91M $6.73M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 144 $5M
2023 1 144 $6M
2024 1 202 $7M

Nearby 401(k) Plans in New Jersey

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

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.006727629 · Participants: 202Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust side-by-side with 3 peers →

Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan in CA ($7M); 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's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust assets move in 2024? ▼
Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust grew sharply - up 15.9% during 2024, from $6M to $7M. Reported net income was $921K.
How have Heritage's Dairy Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage's Dairy Stores, Inc.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan in CA ($7M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust? ▼
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 210717632.

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.