Other · DOL Form 5500 · 2024
Heritage University Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 252
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $93,738
- Avg per participant Below avg balance/head
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.
- #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.
- #2,069
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
Heritage University Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heritage University Retirement 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 University Retirement Plan sits mid-pack in the medium band (252 participants).
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.
DOL schedule card
Filing strip 911160585 · Heritage University PY 2024 · Other
Heritage University Retirement Plan · $24M · 252 · 73rd
- PART $24M
- PART 252
- PART 73rd
- PART Other
- PART near U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan
- PART ind #2069
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 Educational Services retirement plans → · Plans in Washington →
Heritage University Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 911160585 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage University)
Sponsor-wide plan assets over time
All Heritage University plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 16.60243266981047% vs 2022
- 2024 filing year
| 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.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Heritage University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan in KS ($24M); by covered participants it is Detroit Country Day School Retirement Plan in MI (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan (KS) $24M · 227
- Afs-USA 403(b)Plan (NY) $24M · 134
- Employee Benefit of Spectrum Health Systems, Inc. (MA) $24M · 1,177
- Lutheran Services Florida Retirement Plan (FL) $24M · 2,842
Similar participant headcount
Nearest other-state filings by covered participants (252 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.