401(k) · DOL Form 5500 · 2024

Heritage Millworks LLC 401(k) Plan

Data updated 2026-08-25

$970K
Total assets Small plan by assets
136
Participants Small participant base
23rd
Percentile by assets National rank
$7,130
Avg per participant Low balance/head
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Official DOL plan name: Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Heritage Millworks LLC · Kentucky · Manufacturing

$970K in assets, 136 participants

Heritage Millworks LLC's Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust reported $970K in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,698 in Manufacturing (17,777 peers)

Coverage in Kentucky

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust covers 136 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $970K.

#1,698
in Manufacturing (17,777 peers)
+435.4%
assets growth YoY

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$969,639 23rd percentile higher than 23% 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 Millworks LLC 401(k) Profit Sharing 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 Millworks LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $181K in the plan year 2023 filing to $970K in the plan year 2024 filing.
  • Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $181K in the plan year 2023 filing to $789K in the plan year 2024 filing.
  • Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 144 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464340824 · Heritage Millworks LLC PY 2024 · 401(k)

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust · $970K · 136 · 23rd

  • ASSETS $970K
  • PCT 136
  • EIN 23rd
  • RANK 401(k)
  • PHOTO near Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #1698

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 Kentucky →

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Heritage Millworks LLC 401(k) Profit Sharing Plan & TrustHeritage Millworks LLC 401(k…$970KAviation Maintenance Group Inc 401(k) Profit Sharing Plan & TrustAviation Maintenance Group I…$970KRenaissance Investment Properties LLC 401(k) PlanRenaissance Investment Prope…$969KRich & Carins Tune Up, Inc. 401(k) Profit Sharing PlanRich & Carins Tune Up, Inc. …$969KPreston Actuarial Services, Inc. 401(k) PlanPreston Actuarial Services, …$970K
End-of-year total assets ($M) among Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$970K
Net Income$789K
Employer EIN464340824
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Millworks LLC)

Sponsor-wide plan assets over time

All Heritage Millworks LLC plans reported in each filing year

Latest sponsor-wide plan assets
$970K 435.37791323648776% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M 20232024 $0.18M $0.97M ▲ +438.9%
Year Plans Participants Total Assets
2023 1 144 $181K
2024 1 136 $970K

Nearby 401(k) Plans in Kentucky

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

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000969639 · Participants: 136Heritage Millworks LLC 401(k) Profit Sharing Plan & TrustCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA ($970K); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Millworks LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust surged - up 435.4% during 2024, from $181K to $970K. Reported net income was $789K.
How have Heritage Millworks LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heritage Millworks LLC's sponsor-wide assets grew 435.4%, from $181K to $970K.
Where does Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Maintenance Group Inc 401(k) Profit Sharing Plan & Trust in CA ($970K, 92 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 464340824.

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.