Other · DOL Form 5500 · 2024

Heritage Hall Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
173
Participants Small participant base
77th
Percentile by assets National rank
$169,430
Avg per participant Above avg balance/head
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Official DOL plan name: Heritage Hall 403(b) DC and Tda Plan · Sponsored by Heritage Hall · Oklahoma · Educational Services

$29M in assets, 173 participants

Heritage Hall's Heritage Hall 403(b) DC and Tda Plan reported $29M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,235 in Educational Services (3,638 peers)

Coverage in Oklahoma

Heritage Hall 403(b) DC and Tda Plan covers 173 participants in Oklahoma, about 23% of the average Oklahoma filer (state average ~760 per filing). Assets: $29M.

#2,235
in Educational Services (3,638 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heritage Hall 403(b) DC and Tda Plan's outsized position by total assets

Heritage Hall 403(b) DC and Tda Plan vs every filed plan by assets

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

$29,311,473 Top 23% higher than 77% 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 Hall 403(b) DC and Tda 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 Hall 403(b) DC and Tda Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Hall 403(b) DC and Tda Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Heritage Hall 403(b) DC and Tda Plan reported participants fell from 186 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 730783395 · Heritage Hall PY 2024 · Other

Heritage Hall 403(b) DC and Tda Plan · $29M · 173 · 77th

  • IND $29M
  • IND 173
  • IND 77th
  • IND Other
  • IND near Utah Navajo Health System, Inc. 403(b) Plan
  • IND ind #2235

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 Oklahoma →

Heritage Hall 403(b) DC and Tda Plan in the asset neighbourhood

Helen Keller Services for the Blind 403(b) PlanHelen Keller Services for th…$29MHeritage Hall 403(b) DC and Tda PlanHeritage Hall 403(b) DC and …$29MUtah Navajo Health System, Inc. 403(b) PlanUtah Navajo Health System, I…$29MMary's Center 403(b) Retirement PlanMary's Center 403(b) Retirem…$29MThe Winchester Thurston School 403(b) Retirement PlanThe Winchester Thurston Scho…$29M
End-of-year total assets ($M) among Heritage Hall 403(b) DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN730783395
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Hall)

Sponsor-wide plan assets over time

All Heritage Hall plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.95464695438446% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $29.3M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 185 $25M
2023 1 186 $27M
2024 1 173 $29M

Nearby Other Plans in Oklahoma

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

Heritage Hall 403(b) DC and Tda Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Heritage Hall 403(b) DC and Tda Plan, Total assets ($B): 0.029311473 · Participants: 173Heritage Hall 403(b) DC and Tda Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($B): 1.115442599 · Participants: 11191403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($B): 0.427398496 · Participants: 1162The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($B): 0.366101821 · Participants: 903Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($B): 0.074730209 · Participants: 497Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($B): 0.060583349 · Participants: 710Duncan Regional Hospital 403(b) Plan
Heritage Hall 403(b) DC and Tda Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Heritage Hall 403(b) DC and Tda Plan side-by-side with 3 peers →

Heritage Hall 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Utah Navajo Health System, Inc. 403(b) Plan in UT ($29M); by covered participants it is American Society for Microbiology DC Retirement Plan in DC (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Hall 403(b) DC and Tda Plan assets move in 2024? ▼
Heritage Hall 403(b) DC and Tda Plan grew at a solid clip - up 8.6% during 2024, from $27M to $29M. Reported net income was $2M.
How have Heritage Hall plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Hall's sponsor-wide assets grew 19.0%, from $25M to $29M.
Where does Heritage Hall 403(b) DC and Tda Plan rank by assets among Form 5500 filers? ▼
Heritage Hall 403(b) DC and Tda Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Heritage Hall 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Utah Navajo Health System, Inc. 403(b) Plan in UT ($29M, 498 participants).
Which Other plans cover a similar participant headcount to Heritage Hall 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is American Society for Microbiology DC Retirement Plan in DC (173 participants, $74M 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 730783395.

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.