Other · DOL Form 5500 · 2022

Heritage Hall Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
185
Participants Below avg headcount
80th
Percentile by assets National rank
$133,194
Avg per participant Near avg balance/head
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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.

  • #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.

#2,610
in Educational Services (4,024 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Heritage Hall 403(b) DC and Tda Plan's outsized position 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

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 Hall 403(b) DC and Tda 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 Hall 403(b) DC and Tda Plan sits mid-pack in the medium band (185 participants).

Form 5500 schedule snapshot

Filing strip 730783395 · Heritage Hall PY 2022 · Other

Heritage Hall 403(b) DC and Tda Plan · $25M · 185 · 80th

  • EOY $25M
  • 5500 185
  • ASSETS 80th
  • PCT Other
  • EIN near Adler University Defined Contribution Retirement Plan
  • RANK ind #2610

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 Educational Services retirement plans → · Plans in Oklahoma →

Heritage Hall 403(b) DC and Tda Plan in the asset neighbourhood

Salem Regional Medical Center 403(b) PlanSalem Regional Medical Cente…$25MHeritage Hall 403(b) DC and Tda PlanHeritage Hall 403(b) DC and …$25MAdler University Defined Contribution Retirement PlanAdler University Defined Con…$25MTexas Scottish Rite Hospital for Children 401(a) PlanTexas Scottish Rite Hospital…$25MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$25M
End-of-year total assets ($M) among Heritage Hall 403(b) DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN730783395
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Hall)

Sponsor-wide plan assets over time

All Heritage Hall plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.95464695438446% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $29.3M ▲ +19.0%
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.

Heritage Hall 403(b) DC and Tda Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Heritage Hall 403(b) DC and Tda Plan, Total assets ($M): 24.640881 · Participants: 185Heritage Hall 403(b) DC and Tda Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement Plan
Heritage Hall 403(b) DC and Tda Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Heritage Hall 403(b) DC and Tda Plan side-by-side with 3 peers →

Heritage Hall 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Adler University Defined Contribution Retirement Plan in IL ($25M); by covered participants it is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Hall 403(b) DC and Tda Plan assets move in 2022? ▼
Heritage Hall 403(b) DC and Tda Plan declined sharply - down 15.0% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Heritage Hall plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Hall's sponsor-wide assets grew 19.0%, from $25M to $29M.
Where does Heritage Hall 403(b) DC and Tda Plan rank by assets among Form 5500 filers? ▼
Heritage Hall 403(b) DC and Tda Plan ranks in the 80th 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 Other plans are similar in size to Heritage Hall 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Adler University Defined Contribution Retirement Plan in IL ($25M, 227 participants).
Which Other plans cover a similar participant headcount to Heritage Hall 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants, $20M 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 730783395.

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.