Other · DOL Form 5500 · 2023

Heritage University Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
241
Participants Below avg headcount
74th
Percentile by assets National rank
$91,489
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage University Retirement Plan · Sponsored by Heritage University · Washington · Educational Services

$22M in assets, 241 participants

Heritage University's Heritage University Retirement Plan reported $22M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,155 in Educational Services (3,735 peers)

Coverage in Washington

Heritage University Retirement Plan covers 241 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $22M.

#2,155
in Educational Services (3,735 peers)
+8.8%
assets growth YoY

Heritage University Retirement Plan's outsized position by total assets

Heritage University Retirement Plan vs every filed plan by assets

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

$22,048,890 Top 26% higher than 74% 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 University Retirement Plan 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 University Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage University Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heritage University Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Heritage University Retirement Plan reported participants fell from 263 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911160585 · Heritage University PY 2023 · Other

Heritage University Retirement Plan · $22M · 241 · 74th

  • ASSETS $22M
  • ASSETS 241
  • ASSETS 74th
  • ASSETS Other
  • ASSETS near Goldey-Beacom College 403(b) Plan
  • ASSETS ind #2155

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 Washington →

Heritage University Retirement Plan in the asset neighbourhood

H. B. Magruder Memorial Hospital 403(b) PlanH. B. Magruder Memorial Hosp…$22MGoldey-Beacom College 403(b) PlanGoldey-Beacom College 403(b)…$22MHeritage University Retirement PlanHeritage University Retireme…$22MMemorial Community Health Inc. Tax Deferred Annuity PlanMemorial Community Health In…$22MOtis R. Bowen Center 403(b) PlanOtis R. Bowen Center 403(b) …$22M
End-of-year total assets ($M) among Heritage University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN911160585
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage University)

Sponsor-wide plan assets over time

All Heritage University plans reported in each filing year

Latest sponsor-wide plan assets
$24M 16.60243266981047% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $20.3M $23.6M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 263 $20M
2023 1 241 $22M
2024 1 252 $24M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Heritage University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Heritage University Retirement Plan, Total assets ($B): 0.02204889 · Participants: 241Heritage University Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Heritage University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Heritage University Retirement Plan side-by-side with 3 peers →

Heritage University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Goldey-Beacom College 403(b) Plan in DE ($22M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 University Retirement Plan assets move in 2023? ▼
Heritage University Retirement Plan grew at a solid clip - up 8.8% during 2023, from $20M to $22M. Reported net income was $2M.
How have Heritage University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage University's sponsor-wide assets grew 16.6%, from $20M to $24M.
Which Other plans are similar in size to Heritage University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Goldey-Beacom College 403(b) Plan in DE ($22M, 181 participants).
Which Other plans cover a similar participant headcount to Heritage University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Retirement Community 403(b) Savings & in MI (241 participants, N/A 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 911160585.

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.