401(k) · DOL Form 5500 · 2024

Heritage Tractor, Inc. 401(k) Plan

Data updated 2026-08-11

$61M
Total assets: 729
Participants: 86th
Percentile by assets: $84,232
Avg per participant

Official DOL plan name: Heritage Tractor 401(k) Plan · Sponsored by Heritage Tractor, Inc. · Kansas · Wholesale Trade

$61M in assets, 729 participants

Heritage Tractor, Inc.'s Heritage Tractor 401(k) Plan reported $61M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#5,328 in Wholesale Trade (6,080 peers)

Coverage in Kansas

Heritage Tractor 401(k) Plan covers 729 participants in Kansas, 2.0x the typical Kansas plan (state average ~360 per filing). Assets: $61M.

$61M
total plan assets (2024 EOY): 729
covered participants: 86th
percentile by assets (of 123,622 plans): $84,232
avg assets per participant

Where Heritage Tractor 401(k) Plan sits by total assets

Heritage Tractor 401(k) Plan vs every filed plan by assets

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

$61,405,241 Top 14% higher than 86% 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 Tractor 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $61M in the plan year 2024 filing.
Heritage Tractor 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Heritage Tractor 401(k) Plan reported participants rose from 528 in the plan year 2023 filing to 729 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kansas

Industry

Wholesale Trade

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Heritage Tractor 401(k) Plan reports 729 participants - 2.0x that state average ($61M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$61M
Net Income	$3M
Employer EIN	481194280
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Heritage Tractor, Inc.)

Total plan assets by year, all Heritage Tractor, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	491	$19M
2023	1	528	$24M
2024	1	729	$61M

Nearby 401(k) Plans in Kansas

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

Heritage Tractor 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $4.3B · 11,423
Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
Black & Veatch Retirement Program $3.0B · 7,438
Garmin International, Inc. Retirement Plan $2.2B · 7,082
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736

Compare Heritage Tractor 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Tractor 401(k) Plan by total assets, not by location.

South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan (OH) $61M · 113
Baxter Auto Group 401(k) Plan (NE) $61M · 1,519
Open Road 401(k) Plan (NJ) $61M · 984
Omaha Truck Center, Inc. 401(k) Retirement Plan (NE) $61M · 948

Frequently Asked Questions

How did Heritage Tractor 401(k) Plan assets move in 2024? ▼

Heritage Tractor 401(k) Plan surged - up 153.2% during 2024, from $24M to $61M. Reported net income was $3M.

How have Heritage Tractor, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heritage Tractor, Inc.'s sponsor-wide assets grew 219.7%, from $19M to $61M.

Where does Heritage Tractor 401(k) Plan rank by assets among Form 5500 filers? ▼

Heritage Tractor 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Heritage Tractor 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan in OH ($61M, 113 participants).

Next read for Heritage Tractor 401(k) Plan

Filing takeaways

Ways to act on Heritage Tractor 401(k) Plan's numbers.

By total assets, Heritage Tractor 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Kansas. Compare plans
Heritage Tractor, Inc.'s sponsor-wide assets have grown 219.7% since 2022 across 3 plan years on file. More Wholesale 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 481194280.