Other · DOL Form 5500 · 2023
Heritage Hall Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 186
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $145,159
- Avg per participant Above avg balance/head
Official DOL plan name: Heritage Hall 403(b) DC and Tda Plan · Sponsored by Heritage Hall · Oklahoma · Educational Services
$27M in assets, 186 participants
Heritage Hall's Heritage Hall 403(b) DC and Tda Plan reported $27M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,320 in Educational Services (3,735 peers)
Coverage in Oklahoma
Heritage Hall 403(b) DC and Tda Plan covers 186 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $27M.
- #2,320
- in Educational Services (3,735 peers)
- +9.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heritage Hall 403(b) DC and Tda Plan's outsized position by total assets
Heritage Hall 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,999,609 Top 22% higher than 78% 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 Hall 403(b) DC and Tda 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 Hall 403(b) DC and Tda Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Hall 403(b) DC and Tda Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heritage Hall 403(b) DC and Tda Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 730783395 · Heritage Hall PY 2023 · Other
Heritage Hall 403(b) DC and Tda Plan · $27M · 186 · 78th
- RANK $27M
- PHOTO 186
- IND 78th
- EOY Other
- 5500 near Healthpoint 403(b) Savings Plan
- ASSETS ind #2320
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 Oklahoma →
Heritage Hall 403(b) DC and Tda Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 730783395 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Hall)
Sponsor-wide plan assets over time
All Heritage Hall plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.95464695438446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $25M |
| 2023 | 1 | 186 | $27M |
| 2024 | 1 | 173 | $29M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
Heritage Hall 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Healthpoint 403(b) Savings Plan in WA ($27M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Healthpoint 403(b) Savings Plan (WA) $27M · 338
- Childnet, Inc. 403(b) Plan (FL) $27M · 578
- Bigelow Laboratory for Ocean Sciences Retirement Plan (ME) $27M · 95
- Full Circle Health, Inc. 403(b) Plan (ID) $27M · 388
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Iha 401(k) and Retirement Savings Plan (IL) 186 · 0 off
- Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan (CA) 186 · 0 off
- Clarke University Retirement Plan (IA) 186 · 0 off
- The Louise S. Mcgehee School 403(b) Tda Plan (LA) 186 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.