401(k) · DOL Form 5500 · 2022
Heritage Bank 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $101,534
- Avg per participant Below avg balance/head
Official DOL plan name: Heritage Bank Retirement Plan · Sponsored by Heritage Bank · Nebraska · Finance & Insurance
$7M in assets, 70 participants
Heritage Bank's Heritage Bank Retirement Plan reported $7M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,827 in Finance & Insurance (9,261 peers)
2022 asset change
Heritage Bank Retirement Plan declined sharply 19.7% in 2022 ($9M → $7M) for 70 participants.
- #3,827
- in Finance & Insurance (9,261 peers)
- -19.7%
- assets change YoY
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 Bank Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Heritage Bank Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,107,372 Top 42% higher than 58% 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 Bank Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Bank Retirement Plan is a small filing (70 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 470098350 · Heritage Bank PY 2022 · 401(k)
Heritage Bank Retirement Plan · $7M · 70 · 58th
- 5500 $7M
- ASSETS 70
- PCT 58th
- EIN 401(k)
- RANK near Daedong-USA, Inc. 401(k) Plan
- PHOTO ind #3827
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 Nebraska →
Heritage Bank Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 470098350 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Heritage Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Daedong-USA, Inc. 401(k) Plan in NC ($7M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Daedong-USA, Inc. 401(k) Plan (NC) $7M · 162
- Daher Aircraft, Inc. 401(k) Plan (FL) $7M · 382
- Factory Direct Furniture 401(k) Plan (NJ) $7M · 482
- Consolidated Graphics Group, Inc. 401(k) Plan and Trust (OH) $7M · 123
Similar participant headcount
Nearest other-state filings by covered participants (70 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.