401(k) · DOL Form 5500 · 2023

Heritage Health 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 407
Participants Below avg headcount: 52nd
Percentile by assets National rank: $17,667
Avg per participant Low balance/head

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Official DOL plan name: Heritage Health 403(b) Plan · Sponsored by Heritage Health · Idaho · Other Services

$7M in assets, 407 participants

Heritage Health's Heritage Health 403(b) Plan reported $7M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#5,618 in Other Services (7,857 peers)

Heritage Health multi-year trail

Heritage Health's plans moved +83.3% in assets from 2022 to 2024; this filing shows Heritage Health 403(b) Plan at $7M / 407 participants.

#5,618
in Other Services (7,857 peers): +36.9%
assets growth YoY

Heritage Health 403(b) Plan's mid-pack asset rank among Other Services and all filers

Heritage Health 403(b) Plan vs every filed plan by assets

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

$7,190,268 Top 48% higher than 52% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heritage Health 403(b) 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 Health 403(b) Plan sits mid-pack in the medium band (407 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heritage Health 403(b) Plan reported net income rose from -$151K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Heritage Health 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Heritage Health 403(b) Plan reported participants rose from 373 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943036820 · Heritage Health PY 2023 · 401(k)

Heritage Health 403(b) Plan · $7M · 407 · 52nd

PART $7M
TYPE 407
NET 52nd
BOOK 401(k)
VS-ST near Alpine Medical Group Retirement Plan
BOY ind #5618

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 Other Services retirement plans → · Plans in Idaho →

End-of-year total assets ($M) among Heritage Health 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Health multi-year asset trail

Latest sponsor-wide plan assets: $10M 83.30360733041708% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	373	$5M
2023	1	407	$7M
2024	1	336	$10M

Heritage Health filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	943036820
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Heritage Health 403(b) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
Simplot Retirement Savings Plan $1.4B · 8,746
Idaho Power Company Employee Savings Plan $794M · 2,089
Boise Cascade Company Savings Plan $656M · 3,476

Compare Heritage Health 403(b) Plan side-by-side with 3 peers →

Heritage Health 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Alpine Medical Group Retirement Plan in UT ($7M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Alpine Medical Group Retirement Plan (UT) $7M · 18
The Eli's Cheesecake Company 401(k) and Profit Sharing Plan (IL) $7M · 235
Signature Dental Partners LLC 401(k) Plan (AZ) $7M · 703
Procede Software 401(k) Plan (CA) $7M · 111

Similar participant headcount

Nearest other-state filings by covered participants (407 participants); asset peers above are excluded.

Ross Aviation Retirement Savings Plan (CO) 407 · 0 off
Plan De Ahorro Empleados Island Finance (PR) 407 · 0 off
Alliance Beverage Distributing LLC Employees Retirement Plan (MI) 407 · 0 off
Behavioral Health Services North, Inc. Profit Sharing 401(k) Plan (NY) 407 · 0 off

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 Health 403(b) Plan assets move in 2023? ▼

Heritage Health 403(b) Plan surged - up 36.9% during 2023, from $5M to $7M. Reported net income was $2M.

How have Heritage Health plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heritage Health's sponsor-wide assets grew 83.3%, from $5M to $10M.

Which 401(k) plans are similar in size to Heritage Health 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alpine Medical Group Retirement Plan in UT ($7M, 18 participants).

Which 401(k) plans cover a similar participant headcount to Heritage Health 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 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 943036820.