Profit Sharing · DOL Form 5500 · 2023

The Heritage Foundation Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
271
Participants Below avg headcount
81st
Percentile by assets National rank
$123,989
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Heritage Foundation Retirement Plan · Sponsored by The Heritage Foundation · District of Columbia · Professional & Technical Services

$34M in assets, 271 participants

The Heritage Foundation's The Heritage Foundation Retirement Plan reported $34M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,539 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

The Heritage Foundation Retirement Plan covers 271 participants in District of Columbia, about 19% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.

#16,539
in Professional & Technical Services (20,321 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Heritage Foundation Retirement Plan's outsized position by total assets

The Heritage Foundation Retirement Plan vs every filed plan by assets

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

$33,601,048 Top 19% higher than 81% 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

The Heritage Foundation 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. The Heritage Foundation Retirement Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Heritage Foundation Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Heritage Foundation Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237327730 · The Heritage Foundation PY 2023 · Profit Sharing

The Heritage Foundation Retirement Plan · $34M · 271 · 81st

  • 5500 $34M
  • ASSETS 271
  • PCT 81st
  • EIN Profit Sharing
  • RANK near Geffen, Mesher & Co., P.C. 401(k) Plan
  • PHOTO ind #16539

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

The Heritage Foundation Retirement Plan in the asset neighbourhood

The Heritage Foundation Retirement PlanThe Heritage Foundation Reti…$34MGeffen, Mesher & Co., P.C. 401(k) PlanGeffen, Mesher & Co., P.C. 4…$34MDyke Industries, Inc. Profit Sharing Plan & TrustDyke Industries, Inc. Profit…$34MHeat and Frost Insulators Defined ContributionHeat and Frost Insulators De…$34MChildren's Institute, Inc. 403(b) PlanChildren's Institute, Inc. 4…$34M
End-of-year total assets ($M) among The Heritage Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN237327730
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Foundation)

Sponsor-wide plan assets over time

All The Heritage Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 140.96327358949264% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.9M $74.5M ▲ +140.9%
Year Plans Participants Total Assets
2022 1 270 $31M
2023 1 271 $34M
2024 2 576 $74M

Nearby Profit Sharing Plans in District of Columbia

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

The Heritage Foundation Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants The Heritage Foundation Retirement Plan, Total assets ($M): 33.601048 · Participants: 271The Heritage Foundation Retirement PlanI.a.M. National 401(k) Plan, Total assets ($M): 828.140673 · Participants: 33154I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 255.449348 · Participants: 682Williams & Connolly LLP Profit Sharing Plan and TrustArentfox Schiff Profit Sharing Plan, Total assets ($M): 253.029043 · Participants: 763Arentfox Schiff Profit Sharing PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 173.335713 · Participants: 531Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.The Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 114.280635 · Participants: 1042The Medical Faculty Associates 401(a) Retirement Plan
The Heritage Foundation Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare The Heritage Foundation Retirement Plan side-by-side with 3 peers →

The Heritage Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is Geffen, Mesher & Co., P.C. 401(k) Plan in OR ($34M); by covered participants it is Dorado Beach Golf Management Retirement Plan in PR (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 The Heritage Foundation Retirement Plan assets move in 2023? ▼
The Heritage Foundation Retirement Plan grew at a solid clip - up 8.8% during 2023, from $31M to $34M. Reported net income was $3M.
How have The Heritage Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Foundation's sponsor-wide assets grew 141.0%, from $31M to $74M.
Where does The Heritage Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Heritage Foundation Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Heritage Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Geffen, Mesher & Co., P.C. 401(k) Plan in OR ($34M, 167 participants).
Which Profit Sharing plans cover a similar participant headcount to The Heritage Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dorado Beach Golf Management Retirement Plan in PR (271 participants, $2M 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 237327730.

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.