401(k) · DOL Form 5500 · 2022
San Francisco Ladies Protection and Relief Society 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $56,141
- Avg per participant Low balance/head
Official DOL plan name: The Heritage 401 (K) Plan · Sponsored by San Francisco Ladies Protection and Relief Society · California · Healthcare & Social Assistance
$5M in assets, 85 participants
San Francisco Ladies Protection and Relief Society's The Heritage 401 (K) Plan reported $5M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,058 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
The Heritage 401 (K) Plan declined sharply 16.5% in 2022 ($6M → $5M) for 85 participants.
- #11,058
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
The plan reported a net loss of $946K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Heritage 401 (K) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Heritage 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,772,011 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Heritage 401 (K) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Heritage 401 (K) Plan is a small filing (85 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 941156611 · San Francisco Ladies Protection and Relief Society PY 2022 · 401(k)
The Heritage 401 (K) Plan · $5M · 85 · 50th
- VS-ST $5M
- VS-ST 85
- VS-ST 50th
- VS-ST 401(k)
- VS-ST near Hemant Patel, M.D. Profit Sharing Plan
- VS-ST ind #11058
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 Healthcare & Social Assistance retirement plans → · Plans in California →
The Heritage 401 (K) Plan in the asset neighbourhood
San Francisco Ladies Protection and Relief Society years around the 2022 move
Sponsor-wide plan assets over time
All San Francisco Ladies Protection and Relief Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 5.816415762662743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $5M |
| 2023 | 1 | 72 | $4M |
| 2024 | 1 | 40 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$946K |
| Employer EIN | 941156611 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
The Heritage 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hemant Patel, M.D. Profit Sharing Plan in NY ($5M); by covered participants it is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Hemant Patel, M.D. Profit Sharing Plan (NY) $5M · 37
- Snap, Inc. 401(k) Plan (VA) $5M · 101
- Aas Services, LLC 401(k) Plan (CO) $5M · 608
- Kendrick Paint & Body Shop, Inc. 401(k) Plan (GA) $5M · 116
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.