401(k)
2024 plan-year 401(k) DOL Form 5500

Heritage Behavioral Health Center, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Heritage Behavioral Health Cente · Illinois · Healthcare & Social Assistance

What the 2023 filing shows

Heritage Behavioral Health Center, Inc. 401(k) Plan holds $178K for 289 participants — about $617 per participant.

$178K
total plan assets (2024 EOY)
289
covered participants
$617
avg assets per participant
$178K
reported net income
Total Assets (2023)
$178K
Participants
289
State
Industry
Healthcare & Social Assistance

What the Filing Says About Heritage Behavioral Health Center, Inc. 401(k) Plan

Heritage Behavioral Health Center, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Heritage Behavioral Health Cente, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $178K in total end-of-year assets and covers 289 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 370765549, and the plan has been effective since 2024-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $178K at year-end. Net assets (after liabilities) closed the year at $178K, with reported net income of $178K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$178K
Net Assets (End of Year)$178K
Net Income$178K
Plan Type401(k)
Employer EIN370765549
Plan Effective Date2024-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Heritage Behavioral Health Center, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Heritage Behavioral Health Center, Inc. 401(k) Plan holds $178K in total assets with 289 participants. It is sponsored by Heritage Behavioral Health Cente.
What type of plan is Heritage Behavioral Health Center, Inc. 401(k) Plan?
Heritage Behavioral Health Center, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2024-10-01. The plan is filed with the U.S. Department of Labor under EIN 370765549.
Who sponsors the Heritage Behavioral Health Center, Inc. 401(k) Plan?
Heritage Behavioral Health Center, Inc. 401(k) Plan is sponsored by Heritage Behavioral Health Cente, located in Illinois. The sponsor's EIN is 370765549 and the plan operates in the Healthcare & Social Assistance industry.
How did Heritage Behavioral Health Center, Inc. 401(k) Plan perform in 2024?
Heritage Behavioral Health Center, Inc. 401(k) Plan held $178K in total assets at the end of 2024. Net income was $178K.
Where can I find official filings for Heritage Behavioral Health Center, Inc. 401(k) Plan?
Official Form 5500 filings for Heritage Behavioral Health Center, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 370765549 or plan name at efast.dol.gov.
How does Heritage Behavioral Health Center, Inc. 401(k) Plan compare to other plans?
You can compare Heritage Behavioral Health Center, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 370765549.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.