401(k) · DOL Form 5500 · 2022

Heritage Health 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
373
Participants Below avg headcount
52nd
Percentile by assets National rank
$14,082
Avg per participant Low balance/head
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Official DOL plan name: Heritage Health 403(b) Plan · Sponsored by Heritage Health · Idaho · Other Services

$5M in assets, 373 participants

Heritage Health's Heritage Health 403(b) Plan reported $5M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,913 in Other Services (8,398 peers)

Heritage Health multi-year trail

Heritage Health's plans moved +83.3% in assets from 2022 to 2024; this filing shows Heritage Health 403(b) Plan at $5M / 373 participants.

#5,913
in Other Services (8,398 peers)
-2.9%
assets change YoY

The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Health 403(b) Plan's mid-pack asset rank among Other Services and all filers

Heritage Health 403(b) Plan vs every filed plan by assets

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

$5,252,416 Top 48% higher than 52% 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 Health 403(b) 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 Health 403(b) Plan sits mid-pack in the medium band (373 participants).

Published 5500 schedule card

Filing strip 943036820 · Heritage Health PY 2022 · 401(k)

Heritage Health 403(b) Plan · $5M · 373 · 52nd

  • EBSA $5M
  • PART 373
  • TYPE 52nd
  • NET 401(k)
  • BOOK near Littlefield Oil Companies 401(k) Profit Sharing Plan
  • VS-ST ind #5913

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 Other Services retirement plans → · Plans in Idaho →

Heritage Health 403(b) Plan in the asset neighbourhood

Heritage Health 403(b) Plan$5MLittlefield Oil Companies 401(k) Profit Sharing PlanLittlefield Oil Companies 40…$5MBateman Bros. Lumber Co., Inc. Employee Stock Ownership PlanBateman Bros. Lumber Co., In…$5MPark Internal Medicine PC 401(k) Profit Sharing Plan & TrustPark Internal Medicine PC 40…$5MGrand Rapids Controls Co. LLC Employee 401(k) PlanGrand Rapids Controls Co. LL…$5M
End-of-year total assets ($M) among Heritage Health 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Health multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Health plans reported in each filing year

Latest sponsor-wide plan assets
$10M 83.30360733041708% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.25M $9.63M ▲ +83.4%
Year Plans Participants Total Assets
2022 1 373 $5M
2023 1 407 $7M
2024 1 336 $10M

Heritage Health filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$151K
Employer EIN943036820
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Heritage Health 403(b) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Heritage Health 403(b) Plan, Total assets ($B): 0.005252416 · Participants: 373Heritage Health 403(b) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
Heritage Health 403(b) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Heritage Health 403(b) Plan side-by-side with 3 peers →

Heritage Health 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Littlefield Oil Companies 401(k) Profit Sharing Plan in AR ($5M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Health 403(b) Plan assets move in 2022? ▼
Heritage Health 403(b) Plan edged down modestly - down 2.9% during 2022, from $5M to $5M. Reported net income was -$151K.
How have Heritage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Health's sponsor-wide assets grew 83.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Heritage Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Littlefield Oil Companies 401(k) Profit Sharing Plan in AR ($5M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants, $22M 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 943036820.

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.