National Heritage Academies 401(k) plan

National Heritage Academies, Inc., Grand Rapids, MI. EIN 38-3244019. Annual reports 2009–2024.

National Heritage Academies, Inc. has one active retirement plan on file, the National Heritage Academies, Inc. Retirement Savings Plan, with 9,480 participants and $307 million in assets in 2024. John Hancock has been its recordkeeper since 2015. No traditional pension plan appears in National Heritage Academies's filings since 2009.

Active plans: 1
Participants: 9,480
Plan assets: $307 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Education

The plan

National Heritage Academies, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 38-3244019
Participants (2024): 9,480
Net assets (2024): $307 million
Recordkeeper: John HancockEarlier: New York Life Investment Management (2012–2014), MassMutual (2010–2011)
Plan administrator: National Heritage Academies, Inc.
3850 Broadmoor Se, Suite 201
Grand Rapids, MI 49512
(616) 222-1700As filed for 2024
In effect since: January 1, 2000

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,480	$307 million	John Hancock
2023	9,379	$265 million	John Hancock
2022	9,076	$216 million	John Hancock
2021	8,297	$254 million	John Hancock
2020	7,850	$216 million	John Hancock
2019	7,663	$180 million	John Hancock
2018	7,417	$140 million	John Hancock
2017	6,542	$145 million	John Hancock
2016	6,025	$117 million	John Hancock
2015	5,431	$109 million	John Hancock
2014	5,030	$104 million	New York Life Investment Management
2013	4,534	$96.3 million	New York Life Investment Management
2012	4,288	$75.1 million	New York Life Investment Management
2011	4,039	$59.6 million	MassMutual
2010	3,605	$53.2 million	MassMutual
2009	3,504	$38.5 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the National Heritage Academies, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((616) 222-1700). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

National Heritage Academies, Inc. Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other employers in MI