Defined Benefit (Pension) · DOL Form 5500 · 2022

Heritage Realty Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
10
Participants Small participant base
50th
Percentile by assets National rank
$487,030
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Realty Defined Benefit Pension Plan · Sponsored by Heritage Realty · California · Real Estate

$5M in assets, 10 participants

Heritage Realty's Heritage Realty Defined Benefit Pension Plan reported $5M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,445 in Real Estate (5,057 peers)

What the 2022 filing shows

Heritage Realty Defined Benefit Pension Plan holds $5M for 10 participants - about $487,030 per participant, above the median plan by assets.

#3,445
in Real Estate (5,057 peers)
-5.4%
assets change YoY

The plan reported a net loss of $280K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Realty Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Heritage Realty Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,870,297 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Heritage Realty Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Realty Defined Benefit Pension Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 942792908 · Heritage Realty PY 2022 · Defined Benefit (Pension)

Heritage Realty Defined Benefit Pension Plan · $5M · 10 · 50th

  • VS-ST $5M
  • BOY 10
  • SCH 50th
  • EBSA Defined Benefit (Pension)
  • PART near D. L. George and Sons Construction Company Defined Benefit Pension Plan
  • TYPE ind #3445

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Heritage Realty Defined Benefit Pension Plan in the asset neighbourhood

Hecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$5MHeritage Realty Defined Benefit Pension PlanHeritage Realty Defined Bene…$5MD. L. George and Sons Construction Company Defined Benefit Pension PlanD. L. George and Sons Constr…$5MPci Nitrogen, LLC Hourly Retirement PlanPci Nitrogen, LLC Hourly Ret…$5MJadan Abbassi, M.D., P.a.$5M
End-of-year total assets ($M) among Heritage Realty Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$280K
Employer EIN942792908
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Realty)

Sponsor-wide plan assets over time

All Heritage Realty plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M 20222023 $4.87M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 10 N/A

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heritage Realty Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heritage Realty Defined Benefit Pension Plan, Total assets ($B): 0.004870297 · Participants: 10Heritage Realty Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Heritage Realty Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Heritage Realty Defined Benefit Pension Plan side-by-side with 3 peers →

Heritage Realty Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is D. L. George and Sons Construction Company Defined Benefit Pension Plan in PA ($5M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Realty Defined Benefit Pension Plan assets move in 2022? ▼
Heritage Realty Defined Benefit Pension Plan pulled back noticeably - down 5.4% during 2022, from $5M to $5M. Reported net income was -$280K.
Which Defined Benefit (Pension) plans are similar in size to Heritage Realty Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is D. L. George and Sons Construction Company Defined Benefit Pension Plan in PA ($5M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heritage Realty Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942792908.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.