401(k) · DOL Form 5500 · 2022

Heritage Insurance Group, Inc 401(k) Plan

Data updated 2026-08-25

$35K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$17,351
Avg per participant Low balance/head
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Official DOL plan name: Heritage Insurance Group, Inc 401(k) Plan · Sponsored by Heritage Insurance Group, Inc · Missouri · Finance & Insurance

$35K in assets, 2 participants

Heritage Insurance Group, Inc's Heritage Insurance Group, Inc 401(k) Plan reported $35K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #173 in Finance & Insurance (9,261 peers)

Heritage Insurance Group, Inc multi-year trail

Heritage Insurance Group, Inc's plans moved +391.3% in assets from 2022 to 2024; this filing shows Heritage Insurance Group, Inc 401(k) Plan at $35K / 2 participants.

#173
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Insurance Group, Inc 401(k) Plan among the smaller filed plans by assets

Heritage Insurance Group, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,701 3rd percentile higher than 3% 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 Insurance Group, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Insurance Group, Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 862594747 · Heritage Insurance Group, Inc PY 2022 · 401(k)

Heritage Insurance Group, Inc 401(k) Plan · $35K · 2 · 3rd

  • PHOTO $35K
  • IND 2
  • EOY 3rd
  • 5500 401(k)
  • ASSETS near Qalqilia Inc 401(k) Plan
  • PCT ind #173

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 Finance & Insurance retirement plans → · Plans in Missouri →

Heritage Insurance Group, Inc 401(k) Plan in the asset neighbourhood

Heritage Insurance Group, Inc 401(k) PlanHeritage Insurance Group, In…$35KQalqilia Inc 401(k) Plan$35KAmeson Insurance Group Retirement PlanAmeson Insurance Group Retir…$35KDependable Care Services LLC 401(k) Profit Sharing Plan & TrustDependable Care Services LLC…$35KService Connection Group 401(k) Profit Sharing Plan & TrustService Connection Group 401…$35K
End-of-year total assets ($M) among Heritage Insurance Group, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heritage Insurance Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Insurance Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$170K 391.29419901443765% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.03M $0.17M ▲ +466.7%
Year Plans Participants Total Assets
2022 1 2 $35K
2023 1 2 N/A
2024 1 2 $170K

Heritage Insurance Group, Inc filing trail (2022)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$35K
Net Income-$8K
Employer EIN862594747
Plan Effective Date2021-03-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Insurance Group, Inc 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Heritage Insurance Group, Inc 401(k) Plan, Total assets ($B): 0.000034701 · Participants: 2Heritage Insurance Group, Inc 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Heritage Insurance Group, Inc 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Heritage Insurance Group, Inc 401(k) Plan side-by-side with 3 peers →

Heritage Insurance Group, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Qalqilia Inc 401(k) Plan in CA ($35K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Insurance Group, Inc 401(k) Plan assets move in 2022? ▼
Heritage Insurance Group, Inc 401(k) Plan declined sharply - down 18.6% during 2022, from $43K to $35K. Reported net income was -$8K.
How have Heritage Insurance Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Insurance Group, Inc's sponsor-wide assets grew 391.3%, from $35K to $170K.
Where does Heritage Insurance Group, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Heritage Insurance Group, Inc 401(k) Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heritage Insurance Group, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qalqilia Inc 401(k) Plan in CA ($35K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Insurance Group, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 862594747.

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.