Other · DOL Form 5500 · 2022
Heritage University Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $77,028
- Avg per participant Below avg balance/head
Official DOL plan name: Heritage University Retirement Plan · Sponsored by Heritage University · Washington · Educational Services
$20M in assets, 263 participants
Heritage University's Heritage University Retirement Plan reported $20M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,466 in Educational Services (4,024 peers)
Coverage in Washington
Heritage University Retirement Plan covers 263 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $20M.
- #2,466
- in Educational Services (4,024 peers)
- -10.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage University Retirement Plan's outsized position by total assets
Heritage University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,258,483 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage University Retirement Plan 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 University Retirement Plan sits mid-pack in the medium band (263 participants).
Form 5500 schedule snapshot
Filing strip 911160585 · Heritage University PY 2022 · Other
Heritage University Retirement Plan · $20M · 263 · 77th
- TYPE $20M
- NET 263
- BOOK 77th
- VS-ST Other
- BOY near Naeyc Retirement Plan
- SCH ind #2466
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 Educational Services retirement plans → · Plans in Washington →
Heritage University Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 911160585 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage University)
Sponsor-wide plan assets over time
All Heritage University plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 16.60243266981047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $20M |
| 2023 | 1 | 241 | $22M |
| 2024 | 1 | 252 | $24M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.1B · 4,435
- Multicare Health System 403(b) Employee Savings Plan $819M · 14,779
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $484M · 6,863
- Virginia Mason Medical Center 403(b) Plan $457M · 5,560
- Overlake Hospital Medical Center 403(b)Retirement Plan $435M · 3,301
Heritage University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Naeyc Retirement Plan in DC ($20M); by covered participants it is Northwestern College 403(b) DC Plan in IA (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 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.