401(k) · DOL Form 5500 · 2024
Heritage Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 928
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $36,863
- Avg per participant Low balance/head
Official DOL plan name: Heritage 401(k) Plan · Sponsored by Heritage Companies, LLC · California · Manufacturing
$34M in assets, 928 participants
Heritage Companies, LLC's Heritage 401(k) Plan reported $34M in total assets and 928 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #12,671 in Manufacturing (17,777 peers)
Where Heritage 401(k) Plan sits by assets
Heritage 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 928 participants (~$36,863/participant), up 12.0% in 2024.
- #12,671
- in Manufacturing (17,777 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heritage 401(k) Plan's outsized position by total assets
Heritage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,209,294 Top 21% higher than 79% 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 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 401(k) Plan sits mid-pack in the medium band (928 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Heritage 401(k) Plan reported participants rose from 738 in the plan year 2023 filing to 928 in the plan year 2024 filing.
- Heritage 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 854294289 · Heritage Companies, LLC PY 2024 · 401(k)
Heritage 401(k) Plan · $34M · 928 · 79th
- NET $34M
- NET 928
- NET 79th
- NET 401(k)
- NET near Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees
- NET ind #12671
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 California →
Heritage 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 854294289 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Companies, LLC)
Sponsor-wide plan assets over time
All Heritage Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 40.276175496375096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $24M |
| 2023 | 1 | 738 | $31M |
| 2024 | 1 | 928 | $34M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Heritage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS ($34M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (928 participants); asset peers above are excluded.
- Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan (OH) 928 · 0 off
- Tierpoint 401(k) Plan (MO) 928 · 0 off
- Burberry Limited 401(k) Retirement Plan and Trust (NY) 928 · 0 off
- Csm Companies, Inc. 401(k) Plan (WI) 928 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.