401(k) · DOL Form 5500 · 2022
Heritage Health Care, Inc.Dba He 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $6,349
- Avg per participant Low balance/head
Official DOL plan name: Heritage /Valley /Western 401(k) Retirement Plan · Sponsored by Heritage Health Care, Inc.Dba He · California · Healthcare & Social Assistance
$1M in assets, 193 participants
Heritage Health Care, Inc.Dba He's Heritage /Valley /Western 401(k) Retirement Plan reported $1M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,054 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Heritage /Valley /Western 401(k) Retirement Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $1M.
- #5,054
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage /Valley /Western 401(k) Retirement Plan among the smaller filed plans by assets
Heritage /Valley /Western 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,225,283 27th percentile higher than 27% 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 /Valley /Western 401(k) 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. Heritage /Valley /Western 401(k) Retirement Plan sits mid-pack in the medium band (193 participants).
EBSA filing schedule strip
Filing strip 952402490 · Heritage Health Care, Inc.Dba He PY 2022 · 401(k)
Heritage /Valley /Western 401(k) Retirement Plan · $1M · 193 · 27th
- SCH $1M
- SCH 193
- SCH 27th
- SCH 401(k)
- SCH near The Salman Corporation Ta Comfort Keeper 401(k) Plan
- SCH ind #5054
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Heritage /Valley /Western 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$215K |
| Employer EIN | 952402490 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Heritage /Valley /Western 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Salman Corporation Ta Comfort Keeper 401(k) Plan in PA ($1M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 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.