Heritage Tractor
Plan context: Heritage Tractor 401(K) Plan
EIN 48-1194280 • Baldwin City, KS • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
687
2024 Assets
$61,405,241
2024 Contributions
$4,250,062
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 687 | $61,405,241 | $4,250,062 | $6,186iApproximate average salary by contribution assumption: employee only about $154,660 at 4% or $103,107 at 6%; with 50% employer match about $103,107 at 4% or $68,738 at 6%; with 100% employer match about $77,330 at 4% or $51,553 at 6%. |
| Heritage Tractor 401(K) Plan | - | 687 | $61,405,241 | $4,250,062 | $6,186iApproximate average salary by contribution assumption: employee only about $154,660 at 4% or $103,107 at 6%; with 50% employer match about $103,107 at 4% or $68,738 at 6%; with 100% employer match about $77,330 at 4% or $51,553 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 534 | - | - | - |
| 2023 | 2 | 532 | $24,252,666 | $3,208,889 | $6,032iApproximate average salary by contribution assumption: employee only about $150,794 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,397 at 4% or $50,265 at 6%. |
| Heritage Tractor 401(K) Plan | - | 487 | $24,252,666 | $3,208,889 | $6,589iApproximate average salary by contribution assumption: employee only about $164,727 at 4% or $109,818 at 6%; with 50% employer match about $109,818 at 4% or $73,212 at 6%; with 100% employer match about $82,364 at 4% or $54,909 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 532 | - | - | - |
| 2022 | 2 | 519 | $19,206,053 | $2,935,557 | $5,656iApproximate average salary by contribution assumption: employee only about $141,404 at 4% or $94,270 at 6%; with 50% employer match about $94,270 at 4% or $62,846 at 6%; with 100% employer match about $70,702 at 4% or $47,135 at 6%. |
| Heritage Tractor 401(K) Plan | - | 487 | $19,206,053 | $2,935,557 | $6,028iApproximate average salary by contribution assumption: employee only about $150,696 at 4% or $100,464 at 6%; with 50% employer match about $100,464 at 4% or $66,976 at 6%; with 100% employer match about $75,348 at 4% or $50,232 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 519 | - | - | - |
| 2021 | 2 | 502 | $20,786,962 | $2,680,375 | $5,339iApproximate average salary by contribution assumption: employee only about $133,485 at 4% or $88,990 at 6%; with 50% employer match about $88,990 at 4% or $59,327 at 6%; with 100% employer match about $66,742 at 4% or $44,495 at 6%. |
| Heritage Tractor 401(K) Plan | - | 468 | $20,786,962 | $2,680,375 | $5,727iApproximate average salary by contribution assumption: employee only about $143,182 at 4% or $95,455 at 6%; with 50% employer match about $95,455 at 4% or $63,637 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 502 | - | - | - |
| 2020 | 2 | 446 | $18,137,055 | $2,300,306 | $5,158iApproximate average salary by contribution assumption: employee only about $128,941 at 4% or $85,961 at 6%; with 50% employer match about $85,961 at 4% or $57,307 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%. |
| Heritage Tractor 401(K) Plan | - | 437 | $18,137,055 | $2,300,306 | $5,264iApproximate average salary by contribution assumption: employee only about $131,596 at 4% or $87,731 at 6%; with 50% employer match about $87,731 at 4% or $58,487 at 6%; with 100% employer match about $65,798 at 4% or $43,865 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 446 | - | - | - |
| 2019 | 2 | 470 | $14,498,403 | $1,840,851 | $3,917iApproximate average salary by contribution assumption: employee only about $97,918 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,959 at 4% or $32,639 at 6%. |
| Heritage Tractor 401(K) Plan | - | 467 | $14,498,403 | $1,840,851 | $3,942iApproximate average salary by contribution assumption: employee only about $98,547 at 4% or $65,698 at 6%; with 50% employer match about $65,698 at 4% or $43,799 at 6%; with 100% employer match about $49,273 at 4% or $32,849 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 470 | - | - | - |
| 2018 | 2 | 389 | $10,803,927 | $1,054,125 | $2,710iApproximate average salary by contribution assumption: employee only about $67,746 at 4% or $45,164 at 6%; with 50% employer match about $45,164 at 4% or $30,109 at 6%; with 100% employer match about $33,873 at 4% or $22,582 at 6%. |
| Heritage Tractor 401(K) Plan | - | 389 | $10,803,927 | $1,054,125 | $2,710iApproximate average salary by contribution assumption: employee only about $67,746 at 4% or $45,164 at 6%; with 50% employer match about $45,164 at 4% or $30,109 at 6%; with 100% employer match about $33,873 at 4% or $22,582 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 145 | - | - | - |
| 2017 | 2 | 180 | $6,265,139 | $802,935 | $4,461iApproximate average salary by contribution assumption: employee only about $111,519 at 4% or $74,346 at 6%; with 50% employer match about $74,346 at 4% or $49,564 at 6%; with 100% employer match about $55,759 at 4% or $37,173 at 6%. |
| Heritage Tractor 401(K) Plan | - | 180 | $6,265,139 | $802,935 | $4,461iApproximate average salary by contribution assumption: employee only about $111,519 at 4% or $74,346 at 6%; with 50% employer match about $74,346 at 4% or $49,564 at 6%; with 100% employer match about $55,759 at 4% or $37,173 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 141 | - | - | - |
| 2016 | 2 | 185 | $4,886,540 | $781,610 | $4,225iApproximate average salary by contribution assumption: employee only about $105,623 at 4% or $70,415 at 6%; with 50% employer match about $70,415 at 4% or $46,944 at 6%; with 100% employer match about $52,811 at 4% or $35,208 at 6%. |
| Heritage Tractor 401(K) Plan | - | 185 | $4,886,540 | $781,610 | $4,225iApproximate average salary by contribution assumption: employee only about $105,623 at 4% or $70,415 at 6%; with 50% employer match about $70,415 at 4% or $46,944 at 6%; with 100% employer match about $52,811 at 4% or $35,208 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 142 | - | - | - |
| 2015 | 2 | 198 | $4,098,280 | $683,744 | $3,453iApproximate average salary by contribution assumption: employee only about $86,331 at 4% or $57,554 at 6%; with 50% employer match about $57,554 at 4% or $38,369 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%. |
| Heritage Tractor 401(K) Plan | - | 198 | $4,098,280 | $683,744 | $3,453iApproximate average salary by contribution assumption: employee only about $86,331 at 4% or $57,554 at 6%; with 50% employer match about $57,554 at 4% or $38,369 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 153 | - | - | - |
| 2014 | 3 | 185 | $3,690,219 | $801,689 | $4,333iApproximate average salary by contribution assumption: employee only about $108,336 at 4% or $72,224 at 6%; with 50% employer match about $72,224 at 4% or $48,149 at 6%; with 100% employer match about $54,168 at 4% or $36,112 at 6%. |
| Heritage Tractor 401(K) Plan | - | 185 | $3,690,219 | $801,689 | $4,333iApproximate average salary by contribution assumption: employee only about $108,336 at 4% or $72,224 at 6%; with 50% employer match about $72,224 at 4% or $48,149 at 6%; with 100% employer match about $54,168 at 4% or $36,112 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 185 | - | - | - |
| HERITAGE TRACTOR, INC. SP TERM | - | 0 | - | - | - |
| 2013 | 3 | 183 | $3,033,289 | $619,792 | $3,387iApproximate average salary by contribution assumption: employee only about $84,671 at 4% or $56,447 at 6%; with 50% employer match about $56,447 at 4% or $37,632 at 6%; with 100% employer match about $42,336 at 4% or $28,224 at 6%. |
| Heritage Tractor 401(K) Plan | - | 175 | $3,033,289 | $619,792 | $3,542iApproximate average salary by contribution assumption: employee only about $88,542 at 4% or $59,028 at 6%; with 50% employer match about $59,028 at 4% or $39,352 at 6%; with 100% employer match about $44,271 at 4% or $29,514 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 183 | - | - | - |
| HERITAGE TRACTOR, INC. SP TERM | - | 144 | - | - | - |
| 2012 | 3 | 222 | $2,021,763 | $530,228 | $2,388iApproximate average salary by contribution assumption: employee only about $59,710 at 4% or $39,807 at 6%; with 50% employer match about $39,807 at 4% or $26,538 at 6%; with 100% employer match about $29,855 at 4% or $19,903 at 6%. |
| Heritage Tractor 401(K) Plan | - | 151 | $2,021,763 | $530,228 | $3,511iApproximate average salary by contribution assumption: employee only about $87,786 at 4% or $58,524 at 6%; with 50% employer match about $58,524 at 4% or $39,016 at 6%; with 100% employer match about $43,893 at 4% or $29,262 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 147 | - | - | - |
| HERITAGE TRACTOR INC SP TERM | - | 222 | - | - | - |
| 2011 | 2 | 146 | $1,378,928 | $395,658 | $2,710iApproximate average salary by contribution assumption: employee only about $67,750 at 4% or $45,166 at 6%; with 50% employer match about $45,166 at 4% or $30,111 at 6%; with 100% employer match about $33,875 at 4% or $22,583 at 6%. |
| Heritage Tractor 401(K) Plan | - | 142 | $1,378,928 | $395,658 | $2,786iApproximate average salary by contribution assumption: employee only about $69,658 at 4% or $46,439 at 6%; with 50% employer match about $46,439 at 4% or $30,959 at 6%; with 100% employer match about $34,829 at 4% or $23,219 at 6%. |
| Heritage Tractor Inc. Group Health Plan | - | 146 | - | - | - |
| 2010 | 1 | 97 | $1,170,856 | $425,009 | $4,382iApproximate average salary by contribution assumption: employee only about $109,538 at 4% or $73,026 at 6%; with 50% employer match about $73,026 at 4% or $48,684 at 6%; with 100% employer match about $54,769 at 4% or $36,513 at 6%. |
| Heritage Tractor 401(K) Plan | - | 97 | $1,170,856 | $425,009 | $4,382iApproximate average salary by contribution assumption: employee only about $109,538 at 4% or $73,026 at 6%; with 50% employer match about $73,026 at 4% or $48,684 at 6%; with 100% employer match about $54,769 at 4% or $36,513 at 6%. |
| 2009 | 1 | 81 | $646,518 | $324,852 | $4,011iApproximate average salary by contribution assumption: employee only about $100,263 at 4% or $66,842 at 6%; with 50% employer match about $66,842 at 4% or $44,561 at 6%; with 100% employer match about $50,131 at 4% or $33,421 at 6%. |
| Heritage Tractor 401(K) Plan | - | 81 | $646,518 | $324,852 | $4,011iApproximate average salary by contribution assumption: employee only about $100,263 at 4% or $66,842 at 6%; with 50% employer match about $66,842 at 4% or $44,561 at 6%; with 100% employer match about $50,131 at 4% or $33,421 at 6%. |