401(k) · DOL Form 5500 · 2024

Heritage Benefit Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$778K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$194,439
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Benefit Consultants, Inc. Retirement Plan · Sponsored by Heritage Benefit Consultants, Inc. · Connecticut · Professional & Technical Services

$778K in assets, 4 participants

Heritage Benefit Consultants, Inc.'s Heritage Benefit Consultants, Inc. Retirement Plan reported $778K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,275 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Heritage Benefit Consultants, Inc. Retirement Plan holds $778K for 4 participants - about $194,439 per participant, among the smaller plans by assets on file.

#3,275
in Professional & Technical Services (20,173 peers)
+4.8%
assets growth YoY

Heritage Benefit Consultants, Inc. Retirement Plan among the smaller filed plans by assets

Heritage Benefit Consultants, Inc. Retirement Plan vs every filed plan by assets

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

$777,754 21st percentile higher than 21% 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 Benefit Consultants, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Benefit Consultants, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Benefit Consultants, Inc. Retirement Plan reported net income fell from $156K in the plan year 2023 filing to $36K in the plan year 2024 filing.
  • Heritage Benefit Consultants, Inc. Retirement Plan end-of-year assets rose from $742K in the plan year 2023 filing to $778K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060991349 · Heritage Benefit Consultants, Inc. PY 2024 · 401(k)

Heritage Benefit Consultants, Inc. Retirement Plan · $778K · 4 · 21st

  • BOOK $778K
  • VS-ST 4
  • BOY 21st
  • SCH 401(k)
  • EBSA near Addiego Orthodontics LLC Profit Sharing Plan
  • PART ind #3275

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Heritage Benefit Consultants, Inc. Retirement Plan in the asset neighbourhood

Heritage Benefit Consultants, Inc. Retirement PlanHeritage Benefit Consultants…$778KAddiego Orthodontics LLC Profit Sharing PlanAddiego Orthodontics LLC Pro…$778KPolly Rogers Inc 401(k) Profit Sharing PlanPolly Rogers Inc 401(k) Prof…$778KFamily Medicine Partners of Santa Fe Retirement PlanFamily Medicine Partners of …$777KRuraljunction Brewind Company Inc 401(k) Profit Sharing PlanRuraljunction Brewind Compan…$778K
End-of-year total assets ($M) among Heritage Benefit Consultants, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$742K
Net Assets (End of Year)$778K
Net Income$36K
Employer EIN060991349
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Benefit Consultants, Inc.)

Sponsor-wide plan assets over time

All Heritage Benefit Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$778K 1.5014701487375512% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.77M $0.78M ▲ +1.3%
Year Plans Participants Total Assets
2022 2 7 $766K
2023 2 6 $941K
2024 1 4 $778K

Nearby 401(k) Plans in Connecticut

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

Heritage Benefit Consultants, Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heritage Benefit Consultants, Inc. Retirement Plan, Total assets ($B): 0.000777754 · Participants: 4Heritage Benefit Consultants, Inc. Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Heritage Benefit Consultants, Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Heritage Benefit Consultants, Inc. Retirement Plan side-by-side with 3 peers →

Heritage Benefit Consultants, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Addiego Orthodontics LLC Profit Sharing Plan in NJ ($778K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Benefit Consultants, Inc. Retirement Plan assets move in 2024? ▼
Heritage Benefit Consultants, Inc. Retirement Plan edged up modestly - up 4.8% during 2024, from $742K to $778K. Reported net income was $36K.
How have Heritage Benefit Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Benefit Consultants, Inc.'s sponsor-wide assets grew 1.5%, from $766K to $778K.
Where does Heritage Benefit Consultants, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Heritage Benefit Consultants, Inc. Retirement Plan ranks in the 21st 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 Benefit Consultants, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addiego Orthodontics LLC Profit Sharing Plan in NJ ($778K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Benefit Consultants, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 060991349.

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.