401(k) · DOL Form 5500 · 2024

Heritage Bank, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
208
Participants Below avg headcount
70th
Percentile by assets National rank
$93,217
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Bank, Inc. 401(k) Plan · Sponsored by Heritage Bank, Inc. · Kentucky · Finance & Insurance

$19M in assets, 208 participants

Heritage Bank, Inc.'s Heritage Bank, Inc. 401(k) Plan reported $19M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,651 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Heritage Bank, Inc. 401(k) Plan covers 208 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $19M.

#4,651
in Finance & Insurance (8,549 peers)
+23.8%
assets growth YoY

Heritage Bank, Inc. 401(k) Plan's outsized position by total assets

Heritage Bank, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,389,084 Top 30% higher than 70% of 123,620 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 2024

Heritage Bank, Inc. 401(k) Plan 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 Bank, Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Bank, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Heritage Bank, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611174806 · Heritage Bank, Inc. PY 2024 · 401(k)

Heritage Bank, Inc. 401(k) Plan · $19M · 208 · 70th

  • ASSETS $19M
  • ASSETS 208
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Horsley Witten Group, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4651

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 Kentucky →

Heritage Bank, Inc. 401(k) Plan in the asset neighbourhood

Heritage Bank, Inc. 401(k) PlanHeritage Bank, Inc. 401(k) P…$19MHorsley Witten Group, Inc. 401(k) Profit Sharing PlanHorsley Witten Group, Inc. 4…$19MMobile Bar Pilots, L.L.C. 401(k) Profit Sharing PlanMobile Bar Pilots, L.L.C. 40…$19MCatholic Life Insurance Retirement Accumulation PlanCatholic Life Insurance Reti…$19MScott Auto Group 401(k) Plan$19M
End-of-year total assets ($M) among Heritage Bank, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN611174806
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Bank, Inc.)

Sponsor-wide plan assets over time

All Heritage Bank, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 51.08467008803766% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $12.8M $19.4M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 213 $13M
2023 1 210 $16M
2024 1 208 $19M

Nearby 401(k) Plans in Kentucky

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

Heritage Bank, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Heritage Bank, Inc. 401(k) Plan, Total assets ($B): 0.019389084 · Participants: 208Heritage Bank, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Heritage Bank, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Heritage Bank, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Horsley Witten Group, Inc. 401(k) Profit Sharing Plan in MA ($19M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Bank, Inc. 401(k) Plan assets move in 2024? ▼
Heritage Bank, Inc. 401(k) Plan grew sharply - up 23.8% during 2024, from $16M to $19M. Reported net income was $4M.
How have Heritage Bank, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Bank, Inc.'s sponsor-wide assets grew 51.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Heritage Bank, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horsley Witten Group, Inc. 401(k) Profit Sharing Plan in MA ($19M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Bank, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611174806.

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.