Profit Sharing · DOL Form 5500 · 2022
The Heritage Foundation Profit Sharing Plan
Data updated 2026-08-11
- $31M
- Total assets
- 270
- Participants
- 83rd
- Percentile by assets
- $114,435
- Avg per participant
Official DOL plan name: The Heritage Foundation Retirement Plan · Sponsored by The Heritage Foundation · District of Columbia · Professional & Technical Services
$31M in assets, 270 participants
The Heritage Foundation's The Heritage Foundation Retirement Plan reported $31M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #18,067 in Professional & Technical Services (21,562 peers)
Coverage in District of Columbia
The Heritage Foundation Retirement Plan covers 270 participants in District of Columbia, about 19% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $31M.
- $31M
- total plan assets (2022 EOY)
- 270
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $114,435
- avg assets per participant
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.
Where The Heritage Foundation Retirement Plan sits by total assets
The Heritage Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,897,411 Top 17% higher than 83% 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
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. The Heritage Foundation Retirement Plan reports 270 participants - about 19% of that state average ($31M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$6M |
| Employer EIN | 237327730 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Heritage Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $31M |
| 2023 | 1 | 271 | $34M |
| 2024 | 2 | 576 | $74M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Heritage Foundation Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
- I.a.M. National 401(k) Plan $696M · 31,325
- Williams & Connolly LLP Profit Sharing Plan and Trust $217M · 666
- Arent Fox Profit-Sharing Plan $214M · 469
- Associated Universities Inc. Retirement Plan $173M · 524
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $144M · 506
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Heritage Foundation Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Heritage Foundation Retirement Plan assets move in 2022? ▼
How have The Heritage Foundation plan assets changed over time? ▼
Where does The Heritage Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Heritage Foundation Retirement Plan? ▼
Next read for The Heritage Foundation Retirement Plan
Filing takeaways
Ways to act on The Heritage Foundation Retirement Plan's numbers.
- By total assets, The Heritage Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
- The Heritage Foundation's sponsor-wide assets have grown 141.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans