401(k) · DOL Form 5500 · 2024

Heritage Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
92
Participants Small participant base
71st
Percentile by assets National rank
$223,212
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Financial Group, Inc. 401(k) Plan and Trust · Sponsored by Heritage Financial Group, Inc. · Indiana · Real Estate

$21M in assets, 92 participants

Heritage Financial Group, Inc.'s Heritage Financial Group, Inc. 401(k) Plan and Trust reported $21M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,911 in Real Estate (4,605 peers)

Heritage Financial Group, Inc. multi-year trail

Heritage Financial Group, Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Heritage Financial Group, Inc. 401(k) Plan and Trust at $21M / 92 participants.

#3,911
in Real Estate (4,605 peers)
+13.8%
assets growth YoY

Heritage Financial Group, Inc. 401(k) Plan and Trust's outsized position by total assets

Heritage Financial Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$20,535,494 Top 29% higher than 71% 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 Financial Group, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Financial Group, Inc. 401(k) Plan and Trust is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Financial Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Heritage Financial Group, Inc. 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage Financial Group, Inc. 401(k) Plan and Trust reported participants fell from 96 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351517239 · Heritage Financial Group, Inc. PY 2024 · 401(k)

Heritage Financial Group, Inc. 401(k) Plan and Trust · $21M · 92 · 71st

  • EIN $21M
  • RANK 92
  • PHOTO 71st
  • IND 401(k)
  • EOY near Gross Auto Retirement Plan
  • 5500 ind #3911

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 Real Estate retirement plans → · Plans in Indiana →

Heritage Financial Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Heritage Financial Group, Inc. 401(k) Plan and TrustHeritage Financial Group, In…$21MGross Auto Retirement Plan$21MPremier Payroll Administration, Inc. 401(k) PlanPremier Payroll Administrati…$21MPioneer Incorporated Employee 401(k) PlanPioneer Incorporated Employe…$21MMachine Concepts, Inc. Profit Sharing PlanMachine Concepts, Inc. Profi…$21M
End-of-year total assets ($M) among Heritage Financial Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 33.67920925263109% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $20.5M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 103 $15M
2023 1 96 $18M
2024 1 92 $21M

Heritage Financial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN351517239
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Heritage Financial Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heritage Financial Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.020535494 · Participants: 92Heritage Financial Group, Inc. 401(k) Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heritage Financial Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heritage Financial Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Gross Auto Retirement Plan in WI ($21M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Financial Group, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Heritage Financial Group, Inc. 401(k) Plan and Trust grew at a solid clip - up 13.8% during 2024, from $18M to $21M. Reported net income was $2M.
How have Heritage Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Financial Group, Inc.'s sponsor-wide assets grew 33.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Heritage Financial Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gross Auto Retirement Plan in WI ($21M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Financial Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 351517239.

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.