Plan5500

Heritage Operations Group, LLC Retirement Savings Plan — Form 5500 plan (Heritage Operations Group, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Operations Group, LLC Retirement Savings Plan is a benefit plan reported by Heritage Operations Group, LLC under EIN 20-3902357 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,575 participants and $23,282,186 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.3MPlan net assets, end of year$23,282,186
Participants2.6KCovered participants reported2,575
Assets / participant$9KComputed: assets ÷ participants$9,042 (computed)
Provider compensation$156.2K2 Schedule C provider row(s)$156,162
Plan sponsor
Heritage Operations Group, LLC
EIN
20-3902357
Plan number
001
Plan type
2
Location
Bloomington, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,575 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.3M total assets
Net assets$23.3MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$11.8M
Benefits paid / distributions$11.5M
Contributions
Employer$62.5K
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$23,282,186
Total liabilities (EOY)
$0
Net assets (EOY)
$23,282,186
Net assets (BOY)
$28,480,990

Income & contributions

Employer contributions
$62,534
Participant contributions
$2,573,889
Total contributions
$2,677,053
Total income / additions
$6,633,551

Expenses & distributions

Benefits paid
$11,465,816
Administrative expenses
$245,620
Total expenses
$11,832,355
Net increase / (decrease)
-$5,198,804
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 2%Participant 98%
Total expenses ÷ net assets51%Computed ratio
Benefits paid ÷ total income173%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Ins Co Of America$123.7K
    RECORDKEEPER · Direct $123.7K · Indirect $0
  2. 2
    Mma Securities LLC$32.5K
    INVESTMENT ADVISOR · Direct $32.5K

What to inspect next

Frequently asked questions

Who sponsors the Heritage Operations Group, LLC Retirement Savings Plan?
Heritage Operations Group, LLC Retirement Savings Plan is reported as sponsored by Heritage Operations Group, LLC (EIN 20-3902357, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Heritage Operations Group, LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Heritage Operations Group, LLC Retirement Savings Plan is 2023.
How many participants does Heritage Operations Group, LLC Retirement Savings Plan report?
Heritage Operations Group, LLC Retirement Savings Plan reports 2,575 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Heritage Operations Group, LLC Retirement Savings Plan?
Heritage Operations Group, LLC Retirement Savings Plan reports $23,282,186 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages