401(k) · DOL Form 5500 · 2024
Heritage Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 805
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $139,369
- Avg per participant Near avg balance/head
Official DOL plan name: Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Heritage Financial Corporation · Washington · Finance & Insurance
$112M in assets, 805 participants
Heritage Financial Corporation's Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported $112M in total assets and 805 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,381 in Finance & Insurance (8,549 peers)
Where Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits by assets
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $112M for 805 participants (~$139,369/participant), up 10.3% in 2024.
- #7,381
- in Finance & Insurance (8,549 peers)
- +10.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,191,768 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (805 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $102M in the plan year 2023 filing to $112M in the plan year 2024 filing.
- Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 831 in the plan year 2023 filing to 805 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911857900 · Heritage Financial Corporation PY 2024 · 401(k)
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust · $112M · 805 · 91st
- BOY $112M
- SCH 805
- EBSA 91st
- PART 401(k)
- TYPE near Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan
- NET ind #7381
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 Washington →
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $11M |
| Employer EIN | 911857900 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Financial Corporation)
Sponsor-wide plan assets over time
All Heritage Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 27.440879790987072% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 787 | $88M |
| 2023 | 1 | 831 | $102M |
| 2024 | 1 | 805 | $112M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY ($112M); by covered participants it is Winchester Interconnect 401(k) Plan in CT (805 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan (KY) $112M · 681
- Carecentrix, Inc. Retirement Savings Plan (CT) $112M · 1,910
- Kbi Biopharma 401(k) Retirement Plan (NC) $112M · 1,534
- Midway Products Group, Inc. 401(k) Plan (MI) $112M · 1,618
Similar participant headcount
Nearest other-state filings by covered participants (805 participants); asset peers above are excluded.
- Winchester Interconnect 401(k) Plan (CT) 805 · 0 off
- Thrive Operations, LLC 401(k) Plan (MA) 805 · 0 off
- Roosters, Inc. Dba Roosters 401(k) Profit Sharing Plan and Trust (OH) 805 · 0 off
- Division a Annuity Fund (NY) 805 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.