401(k) · DOL Form 5500 · 2024

Heritage Christian Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
228
Participants Below avg headcount
49th
Percentile by assets National rank
$31,162
Avg per participant Low balance/head
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Official DOL plan name: Heritage Christian Schools, Inc. 401(k) Plan · Sponsored by Heritage Christian Schools, Inc. · Indiana · Educational Services

$7M in assets, 228 participants

Heritage Christian Schools, Inc.'s Heritage Christian Schools, Inc. 401(k) Plan reported $7M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,175 in Educational Services (3,638 peers)

Coverage in Indiana

Heritage Christian Schools, Inc. 401(k) Plan covers 228 participants in Indiana, about 42% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#1,175
in Educational Services (3,638 peers)
+18.4%
assets growth YoY

Heritage Christian Schools, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Heritage Christian Schools, Inc. 401(k) Plan vs every filed plan by assets

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

$7,104,864 49th percentile higher than 49% 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 Christian Schools, Inc. 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 Christian Schools, Inc. 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Christian Schools, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Heritage Christian Schools, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heritage Christian Schools, Inc. 401(k) Plan reported participants rose from 224 in the plan year 2023 filing to 228 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351111818 · Heritage Christian Schools, Inc. PY 2024 · 401(k)

Heritage Christian Schools, Inc. 401(k) Plan · $7M · 228 · 49th

  • VS-ST $7M
  • VS-ST 228
  • VS-ST 49th
  • VS-ST 401(k)
  • VS-ST near Capp Profit Sharing 401(k) Plan
  • VS-ST ind #1175

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 Educational Services retirement plans → · Plans in Indiana →

Heritage Christian Schools, Inc. 401(k) Plan in the asset neighbourhood

Scenario Cockram USA, Inc. 401(k) PlanScenario Cockram USA, Inc. 4…$7MInfiniti Hr Retirement Plan$7MHeritage Christian Schools, Inc. 401(k) PlanHeritage Christian Schools, …$7MCapp Profit Sharing 401(k) PlanCapp Profit Sharing 401(k) P…$7MGreater Lawrence Community Action Council, Inc. 403(b) PlanGreater Lawrence Community A…$7M
End-of-year total assets ($M) among Heritage Christian Schools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN351111818
Plan Effective Date2012-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Christian Schools, Inc.)

Sponsor-wide plan assets over time

All Heritage Christian Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 49.53682685829636% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.75M $7.1M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 211 $5M
2023 1 224 $6M
2024 1 228 $7M

Nearby 401(k) Plans in Indiana

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

Heritage Christian Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heritage Christian Schools, Inc. 401(k) Plan, Total assets ($B): 0.007104864 · Participants: 228Heritage Christian Schools, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heritage Christian Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heritage Christian Schools, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Capp Profit Sharing 401(k) Plan in PA ($7M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Christian Schools, Inc. 401(k) Plan assets move in 2024? ▼
Heritage Christian Schools, Inc. 401(k) Plan grew sharply - up 18.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Heritage Christian Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Christian Schools, Inc.'s sponsor-wide assets grew 49.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Heritage Christian Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capp Profit Sharing 401(k) Plan in PA ($7M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Christian Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 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 351111818.

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.