401(k) · DOL Form 5500 · 2023

Richard Heath & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
222
Participants Below avg headcount
61st
Percentile by assets National rank
$51,366
Avg per participant Low balance/head
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Official DOL plan name: Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Richard Heath & Associates, Inc. · California · Professional & Technical Services

$11M in assets, 222 participants

Richard Heath & Associates, Inc.'s Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,258 in Professional & Technical Services (20,321 peers)

Coverage in California

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $11M.

#12,258
in Professional & Technical Services (20,321 peers)
+40.1%
assets growth YoY

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,403,213 Top 39% higher than 61% 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

Richard Heath & Associates, Inc. 401(k) Profit Sharing 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. Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $967K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 205 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942625839 · Richard Heath & Associates, Inc. PY 2023 · 401(k)

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan · $11M · 222 · 61st

  • BOY $11M
  • BOY 222
  • BOY 61st
  • BOY 401(k)
  • BOY near Inova Federal Credit Union 401(k) Plan
  • BOY ind #12258

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 Professional & Technical Services retirement plans → · Plans in California →

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Richard Heath & Associates, Inc. 401(k) Profit Sharing PlanRichard Heath & Associates, …$11MInova Federal Credit Union 401(k) PlanInova Federal Credit Union 4…$11MMccann Systems 401(k) Plan$11MRocky Mountain Primary Care 401(k) PlanRocky Mountain Primary Care …$11MBrodeur Machine Company, Inc. 401(k) Retirement Savings PlanBrodeur Machine Company, Inc…$11M
End-of-year total assets ($M) among Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN942625839
Plan Effective Date1982-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Heath & Associates, Inc.)

Sponsor-wide plan assets over time

All Richard Heath & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 36.00635674407362% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.14M $11.1M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 205 $8M
2023 1 222 $11M
2024 1 220 $11M

Nearby 401(k) Plans in California

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

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011403213 · Participants: 222Richard Heath & Associates, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Inova Federal Credit Union 401(k) Plan in IN ($11M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan surged - up 40.1% during 2023, from $8M to $11M. Reported net income was $3M.
How have Richard Heath & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Heath & Associates, Inc.'s sponsor-wide assets grew 36.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inova Federal Credit Union 401(k) Plan in IN ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 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 942625839.

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.