401(k) · DOL Form 5500 · 2024

Heritage Tractor, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
729
Participants Near avg headcount
86th
Percentile by assets National rank
$84,232
Avg per participant Below avg balance/head
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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.

  • #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.

#5,328
in Wholesale Trade (6,080 peers)
+153.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Heritage Tractor 401(k) Plan's outsized position 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

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 Tractor 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 Tractor 401(k) Plan sits mid-pack in the medium band (729 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 481194280 · Heritage Tractor, Inc. PY 2024 · 401(k)

Heritage Tractor 401(k) Plan · $61M · 729 · 86th

  • EBSA $61M
  • PART 729
  • TYPE 86th
  • NET 401(k)
  • BOOK near South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5328

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 Wholesale Trade retirement plans → · Plans in Kansas →

Heritage Tractor 401(k) Plan in the asset neighbourhood

Heritage Tractor 401(k) Plan$61MSouth Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing PlanSouth Dayton Acute Care Cons…$61MBaxter Auto Group 401(k) Plan$61MOpen Road 401(k) Plan$61MOmaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$61M
End-of-year total assets ($M) among Heritage Tractor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$61M
Net Income$3M
Employer EIN481194280
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Tractor, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$61M 219.7181690584734% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $19.2M $61.4M ▲ +219.7%
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 Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Heritage Tractor 401(k) Plan, Total assets ($B): 0.061405241 · Participants: 729Heritage Tractor 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Heritage Tractor 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Heritage Tractor 401(k) Plan side-by-side with 3 peers →

Heritage Tractor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan in OH ($61M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (729 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 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).
Which 401(k) plans cover a similar participant headcount to Heritage Tractor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants, $192M 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 481194280.

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.