401(k) · DOL Form 5500 · 2022

Heritage Pointe 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
119
Participants Small participant base
30th
Percentile by assets National rank
$12,954
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Heritage Pointe · Sponsored by Heritage Pointe · California · Healthcare & Social Assistance

$2M in assets, 119 participants

Heritage Pointe's 403(b) Thrift Plan for Employees of Heritage Pointe reported $2M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,890 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

403(b) Thrift Plan for Employees of Heritage Pointe covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,890
in Healthcare & Social Assistance (20,060 peers)
+4.2%
assets growth YoY

403(b) Thrift Plan for Employees of Heritage Pointe among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Heritage Pointe vs every filed plan by assets

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

$1,541,509 30th percentile higher than 30% 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

403(b) Thrift Plan for Employees of Heritage Pointe 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. 403(b) Thrift Plan for Employees of Heritage Pointe sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 330260314 · Heritage Pointe PY 2022 · 401(k)

403(b) Thrift Plan for Employees of Heritage Pointe · $2M · 119 · 30th

  • PHOTO $2M
  • IND 119
  • EOY 30th
  • 5500 401(k)
  • ASSETS near Alexander School, Inc. 401(k)
  • PCT ind #5890

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 →

403(b) Thrift Plan for Employees of Heritage Pointe in the asset neighbourhood

403(b) Thrift Plan for Employees of Heritage Pointe403(b) Thrift Plan for Emplo…$2MAlexander School, Inc. 401(k)$2MDiabetes & Geriatrics Specialist, LLC 401(k) Profit Sharing PlanDiabetes & Geriatrics Specia…$2MAlexander Plastics, Inc. 401(k) Profit Sharing PlanAlexander Plastics, Inc. 401…$2MRwr Logistics Inc. Retirement PlanRwr Logistics Inc. Retiremen…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Heritage Pointe and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$62K
Employer EIN330260314
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Pointe)

Sponsor-wide plan assets over time

All Heritage Pointe plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.563038555078176% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.54M $1.84M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 119 $2M
2023 1 95 $2M
2024 1 80 $2M

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Heritage Pointe vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Heritage Pointe, Total assets ($B): 0.001541509 · Participants: 119403(b) Thrift Plan for Employees of Heritage PointeWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
403(b) Thrift Plan for Employees of Heritage Pointe vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Heritage Pointe side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Heritage Pointe's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alexander School, Inc. 401(k) in FL ($2M); by covered participants it is Solo Printing 401(k) Savings Plan in FL (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 403(b) Thrift Plan for Employees of Heritage Pointe assets move in 2022? ▼
403(b) Thrift Plan for Employees of Heritage Pointe edged up modestly - up 4.2% during 2022, from $1M to $2M. Reported net income was $62K.
How have Heritage Pointe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Pointe's sponsor-wide assets grew 19.6%, from $2M to $2M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Heritage Pointe? ▼
Among 401(k) plans in other states, the closest by assets is Alexander School, Inc. 401(k) in FL ($2M, 122 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Heritage Pointe? ▼
Among 401(k) plans in other states, the closest by covered participants is Solo Printing 401(k) Savings Plan in FL (119 participants, $5M 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 330260314.

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.