401(k) · DOL Form 5500 · 2022

Heritage Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
103
Participants Small participant base
73rd
Percentile by assets National rank
$149,143
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Financial Group, Inc. 401(k) Plan and Trust · Sponsored by Heritage Financial Group, Inc. · Indiana · Real Estate

$15M in assets, 103 participants

Heritage Financial Group, Inc.'s Heritage Financial Group, Inc. 401(k) Plan and Trust reported $15M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,365 in Real Estate (5,057 peers)

Coverage in Indiana

Heritage Financial Group, Inc. 401(k) Plan and Trust covers 103 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $15M.

#4,365
in Real Estate (5,057 peers)
-16.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Financial Group, Inc. 401(k) Plan and Trust's outsized position by total assets

Heritage Financial Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$15,361,771 Top 27% higher than 73% 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 Financial Group, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Financial Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (103 participants).

Plan-year Form 5500 strip

Filing strip 351517239 · Heritage Financial Group, Inc. PY 2022 · 401(k)

Heritage Financial Group, Inc. 401(k) Plan and Trust · $15M · 103 · 73rd

  • PHOTO $15M
  • IND 103
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Nascentia Health, Inc. 401(k) Retirement Plan
  • PCT ind #4365

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 Indiana →

Heritage Financial Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Heritage Financial Group, Inc. 401(k) Plan and TrustHeritage Financial Group, In…$15MNascentia Health, Inc. 401(k) Retirement PlanNascentia Health, Inc. 401(k…$15MWest Gate Bank Profit Sharing 401(k) PlanWest Gate Bank Profit Sharin…$15MDeep Silver Volition 401(k) PlanDeep Silver Volition 401(k) …$15MIcso 401(k) Savings Plan$15M
End-of-year total assets ($M) among Heritage Financial Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN351517239
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Financial Group, Inc.)

Sponsor-wide plan assets over time

All Heritage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 33.67920925263109% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $20.5M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 103 $15M
2023 1 96 $18M
2024 1 92 $21M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Financial Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Heritage Financial Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.015361771 · Participants: 103Heritage Financial Group, Inc. 401(k) Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heritage Financial Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heritage Financial Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Heritage Financial Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Nascentia Health, Inc. 401(k) Retirement Plan in NY ($15M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Financial Group, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Heritage Financial Group, Inc. 401(k) Plan and Trust declined sharply - down 16.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Heritage Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Financial Group, Inc.'s sponsor-wide assets grew 33.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Heritage Financial Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nascentia Health, Inc. 401(k) Retirement Plan in NY ($15M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Financial Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 participants, N/A 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 351517239.

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.