Other · DOL Form 5500 · 2024

Heritage University Retirement Plan

Data updated 2026-08-11

$24M
Total assets
252
Participants
73rd
Percentile by assets
$93,738
Avg per participant
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Official DOL plan name: Heritage University Retirement Plan · Sponsored by Heritage University · Washington · Educational Services

$24M in assets, 252 participants

Heritage University's Heritage University Retirement Plan reported $24M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #2,069 in Educational Services (3,638 peers)

Coverage in Washington

Heritage University Retirement Plan covers 252 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $24M.

$24M
total plan assets (2024 EOY)
252
covered participants
73rd
percentile by assets (of 123,622 plans)
$93,738
avg assets per participant

Where Heritage University Retirement Plan sits by total assets

Heritage University Retirement Plan vs every filed plan by assets

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

$23,621,884 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage University Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage University Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Heritage University Retirement Plan reported participants rose from 241 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Washington
Industry
Educational Services

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Heritage University Retirement Plan reports 252 participants - about 17% of that state average ($24M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN911160585
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage University)

$18M$20M$22M$24M 202220232024 $20.3M $23.6M ▲ +16.6%
Total plan assets by year, all Heritage University plans on file
Year Plans Participants Total Assets
2022 1 263 $20M
2023 1 241 $22M
2024 1 252 $24M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Heritage University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Heritage University …, Total assets ($B): 0.023621884 · Participants: 252Heritage University …Fred Hutchinson Canc…, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Canc…Multicare Health Sys…, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health Sys…Overlake Hospital Me…, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Me…Ironworkers District…, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District…Gonzaga University 4…, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 4…
Heritage University Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Heritage University Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Heritage University Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Heritage University Retirement Plan assets move in 2024? ▼
Heritage University Retirement Plan grew at a solid clip - up 7.1% during 2024, from $22M to $24M. Reported net income was $2M.
How have Heritage University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage University's sponsor-wide assets grew 16.6%, from $20M to $24M.
Which Other plans are similar in size to Heritage University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan in KS ($24M, 227 participants).

Next read for Heritage University Retirement Plan

Filing takeaways

Ways to act on Heritage University Retirement Plan's numbers.

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 911160585.

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.