401(k) · DOL Form 5500 · 2022

Heritage Commerce Corp 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
331
Participants Below avg headcount
90th
Percentile by assets National rank
$198,677
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Commerce Corp 401(k) Savings Plan · Sponsored by Heritage Commerce Corp · California · Finance & Insurance

$66M in assets, 331 participants

Heritage Commerce Corp's Heritage Commerce Corp 401(k) Savings Plan reported $66M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,785 in Finance & Insurance (9,261 peers)

Where Heritage Commerce Corp 401(k) Savings Plan sits by assets

Heritage Commerce Corp 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $66M for 331 participants (~$198,677/participant), down 18.8% in 2022.

#7,785
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
0.7×
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 Commerce Corp 401(k) Savings Plan's outsized position by total assets

Heritage Commerce Corp 401(k) Savings Plan vs every filed plan by assets

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

$65,762,248 Top 10% higher than 90% 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 Commerce Corp 401(k) Savings 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 Commerce Corp 401(k) Savings Plan sits mid-pack in the medium band (331 participants).

Published 5500 schedule card

Filing strip 770469558 · Heritage Commerce Corp PY 2022 · 401(k)

Heritage Commerce Corp 401(k) Savings Plan · $66M · 331 · 90th

  • EOY $66M
  • 5500 331
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Highlights Family of Companies Retirement Plan
  • RANK ind #7785

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 California →

Heritage Commerce Corp 401(k) Savings Plan in the asset neighbourhood

Affinity Plus 401(k) Retirement PlanAffinity Plus 401(k) Retirem…$66MSpringfield Anesthesia Service, Inc. 401(k) Savings PlanSpringfield Anesthesia Servi…$66MHeritage Commerce Corp 401(k) Savings PlanHeritage Commerce Corp 401(k…$66MHighlights Family of Companies Retirement PlanHighlights Family of Compani…$66MHog Slat, Inc. Retirement Savings PlanHog Slat, Inc. Retirement Sa…$66M
End-of-year total assets ($M) among Heritage Commerce Corp 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$66M
Net Income-$15M
Employer EIN770469558
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Commerce Corp)

Sponsor-wide plan assets over time

All Heritage Commerce Corp plans reported in each filing year

Latest sponsor-wide plan assets
$88M 31.2015257365755% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.2M $88.2M ▲ +31.2%
Year Plans Participants Total Assets
2022 2 496 $67M
2023 2 494 $79M
2024 2 492 $88M

Nearby 401(k) Plans in California

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

Heritage Commerce Corp 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heritage Commerce Corp 401(k) Savings Plan, Total assets ($B): 0.065762248 · Participants: 331Heritage Commerce Corp 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Heritage Commerce Corp 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heritage Commerce Corp 401(k) Savings Plan side-by-side with 3 peers →

Heritage Commerce Corp 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Highlights Family of Companies Retirement Plan in OH ($66M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Commerce Corp 401(k) Savings Plan assets move in 2022? ▼
Heritage Commerce Corp 401(k) Savings Plan declined sharply - down 18.8% during 2022, from $81M to $66M. Reported net income was -$15M.
How have Heritage Commerce Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Commerce Corp's sponsor-wide assets grew 31.2%, from $67M to $88M.
Where does Heritage Commerce Corp 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Heritage Commerce Corp 401(k) Savings Plan ranks in the 90th 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 Commerce Corp 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Highlights Family of Companies Retirement Plan in OH ($66M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Commerce Corp 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (331 participants, $28M 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 770469558.

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.