401(k) · DOL Form 5500 · 2023

Heritage Insurance Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
536
Participants Below avg headcount
79th
Percentile by assets National rank
$55,809
Avg per participant Low balance/head
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Official DOL plan name: Heritage Insurance Holdings, Inc. Retirement Savings Plan · Sponsored by Heritage Insurance Holdings, Inc · Florida · Finance & Insurance

$30M in assets, 536 participants

Heritage Insurance Holdings, Inc's Heritage Insurance Holdings, Inc. Retirement Savings Plan reported $30M in total assets and 536 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,041 in Finance & Insurance (8,869 peers)

Where Heritage Insurance Holdings, Inc. Retirement Savings Plan sits by assets

Heritage Insurance Holdings, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $30M for 536 participants (~$55,809/participant), up 24.9% in 2023.

#6,041
in Finance & Insurance (8,869 peers)
+24.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heritage Insurance Holdings, Inc. Retirement Savings Plan's outsized position by total assets

Heritage Insurance Holdings, Inc. Retirement Savings Plan vs every filed plan by assets

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

$29,913,454 Top 21% higher than 79% 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 Insurance Holdings, Inc. Retirement Savings 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 Insurance Holdings, Inc. Retirement Savings Plan sits mid-pack in the medium band (536 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Insurance Holdings, Inc. Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heritage Insurance Holdings, Inc. Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Heritage Insurance Holdings, Inc. Retirement Savings Plan reported participants rose from 530 in the plan year 2022 filing to 536 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455338504 · Heritage Insurance Holdings, Inc PY 2023 · 401(k)

Heritage Insurance Holdings, Inc. Retirement Savings Plan · $30M · 536 · 79th

  • 5500 $30M
  • 5500 536
  • 5500 79th
  • 5500 401(k)
  • 5500 near Petiq 401(k) Plan
  • 5500 ind #6041

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 Finance & Insurance retirement plans → · Plans in Florida →

Heritage Insurance Holdings, Inc. Retirement Savings Plan in the asset neighbourhood

Rock-It Cargo 401(k) Plan$30MLangley & Banack, Incorporated Employees Profit Sharing Plan and TrustLangley & Banack, Incorporat…$30MHeritage Insurance Holdings, Inc. Retirement Savings PlanHeritage Insurance Holdings,…$30MPetiq 401(k) Plan$30MStoris 401(k) Plan$30M
End-of-year total assets ($M) among Heritage Insurance Holdings, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN455338504
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Insurance Holdings, Inc)

Sponsor-wide plan assets over time

All Heritage Insurance Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 51.48800752446786% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $36.3M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 530 $24M
2023 1 536 $30M
2024 1 520 $36M

Nearby 401(k) Plans in Florida

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

Heritage Insurance Holdings, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Heritage Insurance Holdings, Inc. Retirement Savings Plan, Total assets ($B): 0.029913454 · Participants: 536Heritage Insurance Holdings, Inc. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Heritage Insurance Holdings, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Heritage Insurance Holdings, Inc. Retirement Savings Plan side-by-side with 3 peers →

Heritage Insurance Holdings, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Petiq 401(k) Plan in ID ($30M); by covered participants it is Zenith Freight Lines, LLC 401 (K) Plan in NC (536 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (536 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 Insurance Holdings, Inc. Retirement Savings Plan assets move in 2023? ▼
Heritage Insurance Holdings, Inc. Retirement Savings Plan grew sharply - up 24.9% during 2023, from $24M to $30M. Reported net income was $3M.
How have Heritage Insurance Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Insurance Holdings, Inc's sponsor-wide assets grew 51.5%, from $24M to $36M.
Where does Heritage Insurance Holdings, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Heritage Insurance Holdings, Inc. Retirement Savings Plan ranks in the 79th 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 401(k) plans are similar in size to Heritage Insurance Holdings, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petiq 401(k) Plan in ID ($30M, 1,936 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Insurance Holdings, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zenith Freight Lines, LLC 401 (K) Plan in NC (536 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 455338504.

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.