Profit Sharing · DOL Form 5500 · 2022

The Heritage Foundation Profit Sharing Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
270
Participants Below avg headcount
83rd
Percentile by assets National rank
$114,435
Avg per participant Below avg balance/head
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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.

  • #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.

#18,067
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY
0.3×
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.

The Heritage Foundation Retirement Plan's outsized position 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

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

The Heritage Foundation Retirement 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. The Heritage Foundation Retirement Plan sits mid-pack in the medium band (270 participants).

DOL schedule card

Filing strip 237327730 · The Heritage Foundation PY 2022 · Profit Sharing

The Heritage Foundation Retirement Plan · $31M · 270 · 83rd

  • EIN $31M
  • RANK 270
  • PHOTO 83rd
  • IND Profit Sharing
  • EOY near A. L. Gilbert Company Profit Sharing & Retirement Plan
  • 5500 ind #18067

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

The Heritage Foundation Retirement Plan in the asset neighbourhood

First National Bank of Pulaski Profit Sharing PlanFirst National Bank of Pulas…$31MA. L. Gilbert Company Profit Sharing & Retirement PlanA. L. Gilbert Company Profit…$31MThe Heritage Foundation Retirement PlanThe Heritage Foundation Reti…$31MHeat and Frost Insulators Defined ContributionHeat and Frost Insulators De…$31MSheet Metal Workers Union Local No. 24 Columbus Area Retirement Savings PlanSheet Metal Workers Union Lo…$31M
End-of-year total assets ($M) among The Heritage Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN237327730
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Foundation)

Sponsor-wide plan assets over time

All The Heritage Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 140.96327358949264% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.9M $74.5M ▲ +140.9%
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 Scatter plot of 6 data points. -10000010000200003000040000 -2000200400600800 Total assets ($M) Participants The Heritage Foundation Retirement Plan, Total assets ($M): 30.897411 · Participants: 270The Heritage Foundation Retirement PlanI.a.M. National 401(k) Plan, Total assets ($M): 695.7534 · Participants: 31325I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 216.813123 · Participants: 666Williams & Connolly LLP Profit Sharing Plan and TrustArent Fox Profit-Sharing Plan, Total assets ($M): 214.288084 · Participants: 469Arent Fox Profit-Sharing PlanAssociated Universities Inc. Retirement Plan, Total assets ($M): 173.399152 · Participants: 524Associated Universities Inc. Retirement PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 143.569816 · Participants: 506Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.
The Heritage Foundation Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare The Heritage Foundation Retirement Plan side-by-side with 3 peers →

The Heritage Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is A. L. Gilbert Company Profit Sharing & Retirement Plan in CA ($31M); by covered participants it is Ezras Choilim Health Center 403(b) Plan in NY (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 The Heritage Foundation Retirement Plan assets move in 2022? ▼
The Heritage Foundation Retirement Plan declined sharply - down 16.0% during 2022, from $37M to $31M. Reported net income was -$6M.
How have The Heritage Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Foundation's sponsor-wide assets grew 141.0%, from $31M to $74M.
Where does The Heritage Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Heritage Foundation Retirement Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to The Heritage Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A. L. Gilbert Company Profit Sharing & Retirement Plan in CA ($31M, 223 participants).
Which Profit Sharing plans cover a similar participant headcount to The Heritage Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ezras Choilim Health Center 403(b) Plan in NY (270 participants, $6M 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 237327730.

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.