401(k) · DOL Form 5500 · 2023

Heritage Financial Corporation 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
831
Participants Near avg headcount
91st
Percentile by assets National rank
$122,394
Avg per participant Near avg balance/head
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Official DOL plan name: Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Financial Corporation · Washington · Finance & Insurance

$102M in assets, 831 participants

Heritage Financial Corporation's Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported $102M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,697 in Finance & Insurance (8,869 peers)

Where Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits by assets

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $102M for 831 participants (~$122,394/participant), up 15.5% in 2023.

#7,697
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$101,709,110 Top 9% higher than 91% of 127,068 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 2023

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (831 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from -$15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $88M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 787 in the plan year 2022 filing to 831 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911857900 · Heritage Financial Corporation PY 2023 · 401(k)

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · $102M · 831 · 91st

  • PCT $102M
  • EIN 831
  • RANK 91st
  • PHOTO 401(k)
  • IND near Cabell Huntington Hospital, Inc. Non-Bargaining 401(k) Retirement Plan
  • EOY ind #7697

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 Washington →

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Tandem Diabetes Care, Inc. 401(k) PlanTandem Diabetes Care, Inc. 4…$102MUnifi Aviation 401(k) Retirement PlanUnifi Aviation 401(k) Retire…$102MHeritage Financial Corporation 401(k) Profit Sharing Plan and TrustHeritage Financial Corporati…$102MCabell Huntington Hospital, Inc. Non-Bargaining 401(k) Retirement PlanCabell Huntington Hospital, …$102MCare One Management 401(k) PlanCare One Management 401(k) P…$102M
End-of-year total assets ($M) among Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$101M
Net Income$13M
Employer EIN911857900
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Financial Corporation)

Sponsor-wide plan assets over time

All Heritage Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$112M 27.440879790987072% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88M $112M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 787 $88M
2023 1 831 $102M
2024 1 805 $112M

Nearby 401(k) Plans in Washington

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

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.10170911 · Participants: 831Heritage Financial Corporation 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Cabell Huntington Hospital, Inc. Non-Bargaining 401(k) Retirement Plan in WV ($102M); by covered participants it is Marcou Transportation Group 401(k) Plan in MA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (831 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 15.5% during 2023, from $88M to $102M. Reported net income was $13M.
How have Heritage Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Financial Corporation's sponsor-wide assets grew 27.4%, from $88M to $112M.
Where does Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cabell Huntington Hospital, Inc. Non-Bargaining 401(k) Retirement Plan in WV ($102M, 2,163 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marcou Transportation Group 401(k) Plan in MA (831 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911857900.

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.