Profit Sharing · DOL Form 5500 · 2023
The Heritage Foundation Profit Sharing Plan
Data updated 2026-08-11
- $34M
- Total assets
- 271
- Participants
- 81st
- Percentile by assets
- $123,989
- Avg per participant
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.
- 81st percentile by assets (of 127,072 plans)
- #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.
- $34M
- total plan assets (2023 EOY)
- 271
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $123,989
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. The Heritage Foundation Retirement Plan reports 271 participants - about 19% of that state average ($34M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 237327730 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Heritage Foundation)
| 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
- I.a.M. National 401(k) Plan $828M · 33,154
- Williams & Connolly LLP Profit Sharing Plan and Trust $255M · 682
- Arentfox Schiff Profit Sharing Plan $253M · 763
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $173M · 531
- The Medical Faculty Associates 401(a) Retirement Plan $114M · 1,042
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Heritage Foundation Retirement Plan by total assets, not by location.
- Geffen, Mesher & Co., P.C. 401(k) Plan (OR) $34M · 167
- Dyke Industries, Inc. Profit Sharing Plan & Trust (AR) $34M · 596
- Heat and Frost Insulators Defined Contribution (MI) $34M · 1,178
- Children's Institute, Inc. 403(b) Plan (CA) $34M · 916
Frequently Asked Questions
How did The Heritage Foundation Retirement Plan assets move in 2023? ▼
How have The Heritage Foundation plan assets changed over time? ▼
Where does The Heritage Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Heritage Foundation Retirement Plan? ▼
Next read for The Heritage Foundation Retirement Plan
Filing takeaways
Ways to act on The Heritage Foundation Retirement Plan's numbers.
- By total assets, The Heritage Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in District of Columbia. Compare plans
- The Heritage Foundation's sponsor-wide assets have grown 141.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans