401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$11M
Total assets Small plan by assets
220
Participants Below avg headcount
58th
Percentile by assets National rank
$50,334
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, 220 participants

Richard Heath & Associates, Inc.'s Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,353 in Professional & Technical Services (20,173 peers)

Coverage in California

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,353
in Professional & Technical Services (20,173 peers)
-2.9%
assets change YoY

The plan reported a net loss of $330K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$11,073,507 Top 42% higher than 58% 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

Richard Heath & Associates, Inc. 401(k) Profit Sharing 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. Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$330K in the plan year 2024 filing.
  • Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942625839 · Richard Heath & Associates, Inc. PY 2024 · 401(k)

Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan · $11M · 220 · 58th

  • PCT $11M
  • EIN 220
  • RANK 58th
  • PHOTO 401(k)
  • IND near Nelson & Nelson Profit Sharing Plan
  • EOY ind #11353

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, …$11MNelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$11MCurtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$11MPivotal Commware 401(k) Plan$11MMedsphere Systems Corporation 401(k) PlanMedsphere Systems Corporatio…$11M
End-of-year total assets ($M) among Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$330K
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011073507 · Participants: 220Richard Heath & Associates, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Nelson & Nelson Profit Sharing Plan in IL ($11M); by covered participants it is Stodge Inc 401(k) Plan in AZ (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Richard Heath & Associates, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.9% during 2024, from $11M to $11M. Reported net income was -$330K.
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 Nelson & Nelson Profit Sharing Plan in IL ($11M, 16 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 Stodge Inc 401(k) Plan in AZ (220 participants, $8M 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 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.