401(k) · DOL Form 5500 · 2022

Heritage Financial Corporation 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
787
Participants Near avg headcount
92nd
Percentile by assets National rank
$111,861
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Financial Corporation · Washington · Finance & Insurance

$88M in assets, 787 participants

Heritage Financial Corporation's Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported $88M in total assets and 787 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,077 in Finance & Insurance (9,261 peers)

Where Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits by assets

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $88M for 787 participants (~$111,861/participant), down 14.6% in 2022.

#8,077
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$88,034,364 Top 8% higher than 92% 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 Corporation 401(k) Profit Sharing 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 Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (787 participants).

Published 5500 schedule card

Filing strip 911857900 · Heritage Financial Corporation PY 2022 · 401(k)

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · $88M · 787 · 92nd

  • NET $88M
  • BOOK 787
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Power 401(k) Retirement Plan and Trust
  • EBSA ind #8077

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 Finance & Insurance retirement plans → · Plans in Washington →

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan TrustSmith Seckman Reid, Inc. Emp…$88MNext 15 Communications Retirement PlanNext 15 Communications Retir…$88MPilot Air Freight, LLC Retirement Savings PlanPilot Air Freight, LLC Retir…$88MHeritage Financial Corporation 401(k) Profit Sharing Plan and TrustHeritage Financial Corporati…$88MPower 401(k) Retirement Plan and TrustPower 401(k) Retirement Plan…$88M
End-of-year total assets ($M) among Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$88M
Net Income-$15M
Employer EIN911857900
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Financial Corporation)

Sponsor-wide plan assets over time

All Heritage Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$112M 27.440879790987072% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88M $112M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 787 $88M
2023 1 831 $102M
2024 1 805 $112M

Nearby 401(k) Plans in Washington

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

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.088034364 · Participants: 787Heritage Financial Corporation 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Power 401(k) Retirement Plan and Trust in IL ($88M); by covered participants it is Logistics Insight Corp. Union Savings Plan in MI (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (787 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 Corporation 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.6% during 2022, from $103M to $88M. Reported net income was -$15M.
How have Heritage Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Financial Corporation's sponsor-wide assets grew 27.4%, from $88M to $112M.
Where does Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Power 401(k) Retirement Plan and Trust in IL ($88M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Logistics Insight Corp. Union Savings Plan in MI (787 participants, $7M 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 911857900.

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.