Profit Sharing · DOL Form 5500 · 2024

The Heritage Community of Kalamazoo Profit Sharing Plan

Data updated 2026-08-25

$242K
Total assets Small plan by assets
255
Participants Below avg headcount
12th
Percentile by assets National rank
$948
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Community of Kalamazoo Savings Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance

$242K in assets, 255 participants

The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo Savings Plan reported $242K in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,388 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

The Heritage Community of Kalamazoo Savings Plan covers 255 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $242K.

#1,388
in Healthcare & Social Assistance (16,916 peers)
-21.8%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Heritage Community of Kalamazoo Savings Plan among the smaller filed plans by assets

The Heritage Community of Kalamazoo Savings Plan vs every filed plan by assets

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

$241,810 12th percentile higher than 12% 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

The Heritage Community of Kalamazoo Savings 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. The Heritage Community of Kalamazoo Savings Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Heritage Community of Kalamazoo Savings Plan reported net income fell from -$24K in the plan year 2023 filing to -$67K in the plan year 2024 filing.
  • The Heritage Community of Kalamazoo Savings Plan end-of-year assets fell from $309K in the plan year 2023 filing to $242K in the plan year 2024 filing.
  • The Heritage Community of Kalamazoo Savings Plan reported participants fell from 317 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2024 · Profit Sharing

The Heritage Community of Kalamazoo Savings Plan · $242K · 255 · 12th

  • BOY $242K
  • SCH 255
  • EBSA 12th
  • PART Profit Sharing
  • TYPE near Trinity River Associates, Inc. Retirement Plan
  • NET ind #1388

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

The Heritage Community of Kalamazoo Savings Plan in the asset neighbourhood

The Heritage Community of Kalamazoo Savings PlanThe Heritage Community of Ka…$242KTrinity River Associates, Inc. Retirement PlanTrinity River Associates, In…$242KTuttle Franchises Inc. Retirement PlanTuttle Franchises Inc. Retir…$242KOver Thyme Inc. Retirement PlanOver Thyme Inc. Retirement P…$242KRp Global Holdings Inc. Retirement PlanRp Global Holdings Inc. Reti…$242K
End-of-year total assets ($M) among The Heritage Community of Kalamazoo Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$309K
Net Assets (End of Year)$242K
Net Income-$67K
Employer EIN382758582
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Community of Kalamazoo)

Sponsor-wide plan assets over time

All The Heritage Community of Kalamazoo plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.488792075885889% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.29M $6.64M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 620 $6M
2023 2 634 $6M
2024 2 510 $7M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants The Heritage Community of Kalamazoo Savings Plan, Total assets ($B): 0.00024181 · Participants: 255The Heritage Community of Kalamazoo Savings PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
The Heritage Community of Kalamazoo Savings Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare The Heritage Community of Kalamazoo Savings Plan side-by-side with 3 peers →

The Heritage Community of Kalamazoo Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Trinity River Associates, Inc. Retirement Plan in TX ($242K); by covered participants it is Vph Retirement Savings Plan in PR (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242K here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 The Heritage Community of Kalamazoo Savings Plan assets move in 2024? ▼
The Heritage Community of Kalamazoo Savings Plan declined sharply - down 21.8% during 2024, from $309K to $242K. Reported net income was -$67K.
How have The Heritage Community of Kalamazoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Community of Kalamazoo's sponsor-wide assets grew 5.5%, from $6M to $7M.
Where does The Heritage Community of Kalamazoo Savings Plan rank by assets among Form 5500 filers? ▼
The Heritage Community of Kalamazoo Savings Plan ranks in the 12th 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 Profit Sharing plans are similar in size to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trinity River Associates, Inc. Retirement Plan in TX ($242K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to The Heritage Community of Kalamazoo Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Vph Retirement Savings Plan in PR (255 participants, $5M 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 382758582.

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.