Heritage Operations Group, LLC401(k)
HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN · BLOOMINGTON, IL · plan year 2022
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Heritage Operations Group, LLC reported $255,528 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $49 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,365th-largest of 3,702 plans among Illinois employers on file, and the 2,892nd of 11,911 in health care & social assistance. In 2022, employees put in $40.02 for every $1.00 the employer contributed.
Heritage Operations Group, LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 203902357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.