How big is Heath Enterprises Group's plan?

Heath Enterprises Group's plan reported $47K in assets and 26 participants for 2024.

Original filing (PDF)20250724125452NAL0011522418001

Heath Enterprises Group

Name: Heath Enterprises Group — Heath Enterprises Group, Form 5500 (2024)
Creator: Heath Enterprises Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath Enterprises Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heath Enterprises Group's Heath Enterprises Group 401(k) Profit Sharing Plan & Trust held $47K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Edward Rojas signed Heath Enterprises Group's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heath Enterprises Group's EIN is 81-5313561.

EIN 81-5313561

Plan number 001

Plan year 2024

ACK ID 20250724125452NAL0011522418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heath Enterprises Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heath Enterprises Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATH ENTERPRISES GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

HEATH ENTERPRISES GROUP

EIN

all filings

Address

PO BOX 941 · OIL CITY, PA · 163010941

Phone

(814) 437-7802

Industry

Real Estate

Plan administrator