401(k) · DOL Form 5500 · 2022

Heritage Southeast Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
266
Participants Below avg headcount
75th
Percentile by assets National rank
$66,268
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Southeast Bank 401(k) Profit Sharing Plan · Sponsored by Heritage Southeast Bank · Georgia · Finance & Insurance

$18M in assets, 266 participants

Heritage Southeast Bank's Heritage Southeast Bank 401(k) Profit Sharing Plan reported $18M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,660 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Heritage Southeast Bank 401(k) Profit Sharing Plan covers 266 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#5,660
in Finance & Insurance (9,261 peers)
-26.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Southeast Bank 401(k) Profit Sharing Plan's outsized position by total assets

Heritage Southeast Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,627,235 Top 25% higher than 75% 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 Southeast Bank 401(k) Profit Sharing 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 Southeast Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (266 participants).

Form 5500 schedule snapshot

Filing strip 580659995 · Heritage Southeast Bank PY 2022 · 401(k)

Heritage Southeast Bank 401(k) Profit Sharing Plan · $18M · 266 · 75th

  • EBSA $18M
  • PART 266
  • TYPE 75th
  • NET 401(k)
  • BOOK near Signal Peak Energy, LLC 401(k) Savings and Investment Plan
  • VS-ST ind #5660

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 Georgia →

Heritage Southeast Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Heritage Southeast Bank 401(k) Profit Sharing PlanHeritage Southeast Bank 401(…$18MSignal Peak Energy, LLC 401(k) Savings and Investment PlanSignal Peak Energy, LLC 401(…$18MDiscovery Natural Resources LLC Retirement PlanDiscovery Natural Resources …$18MAxxcss Wireless Solutions, Inc. Employees Retirement 401(k) PlanAxxcss Wireless Solutions, I…$18MCnmri, P.a. 401(k) Plan$18M
End-of-year total assets ($M) among Heritage Southeast Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN580659995
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Southeast Bank)

Sponsor-wide plan assets over time

All Heritage Southeast Bank plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $17.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 266 $18M
2023 1 N/A N/A

Nearby 401(k) Plans in Georgia

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

Heritage Southeast Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Heritage Southeast Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.017627235 · Participants: 266Heritage Southeast Bank 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Heritage Southeast Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Heritage Southeast Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heritage Southeast Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Signal Peak Energy, LLC 401(k) Savings and Investment Plan in MT ($18M); by covered participants it is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Southeast Bank 401(k) Profit Sharing Plan assets move in 2022? ▼
Heritage Southeast Bank 401(k) Profit Sharing Plan declined sharply - down 26.3% during 2022, from $24M to $18M. Reported net income was -$6M.
Where does Heritage Southeast Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heritage Southeast Bank 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Southeast Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signal Peak Energy, LLC 401(k) Savings and Investment Plan in MT ($18M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Southeast Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants, $3M 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 580659995.

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.