Other · DOL Form 5500 · 2022
Heritage Hall Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 185
- Participants
- 80th
- Percentile by assets
- $133,194
- Avg per participant
Official DOL plan name: Heritage Hall 403(b) DC and Tda Plan · Sponsored by Heritage Hall · Oklahoma · Educational Services
$25M in assets, 185 participants
Heritage Hall's Heritage Hall 403(b) DC and Tda Plan reported $25M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #2,610 in Educational Services (4,024 peers)
Coverage in Oklahoma
Heritage Hall 403(b) DC and Tda Plan covers 185 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 185
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $133,194
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Heritage Hall 403(b) DC and Tda Plan sits by total assets
Heritage Hall 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,640,881 Top 20% higher than 80% 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 Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Heritage Hall 403(b) DC and Tda Plan reports 185 participants - about 24% of that state average ($25M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 730783395 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Hall)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $25M |
| 2023 | 1 | 186 | $27M |
| 2024 | 1 | 173 | $29M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
Similar-Sized Other Plans Nationally
Other plans in other states closest to Heritage Hall 403(b) DC and Tda Plan by total assets, not by location.
Frequently Asked Questions
How did Heritage Hall 403(b) DC and Tda Plan assets move in 2022? ▼
How have Heritage Hall plan assets changed over time? ▼
Where does Heritage Hall 403(b) DC and Tda Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Heritage Hall 403(b) DC and Tda Plan? ▼
Next read for Heritage Hall 403(b) DC and Tda Plan
Filing takeaways
Ways to act on Heritage Hall 403(b) DC and Tda Plan's numbers.
- By total assets, Heritage Hall 403(b) DC and Tda Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oklahoma. Compare plans
- Heritage Hall's sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Educational Services plans