401(k) · DOL Form 5500 · 2024

Heritage Insurance Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
520
Participants Below avg headcount
80th
Percentile by assets National rank
$69,777
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Insurance Holdings, Inc. Retirement Savings Plan · Sponsored by Heritage Insurance Holdings, Inc · Florida · Finance & Insurance

$36M in assets, 520 participants

Heritage Insurance Holdings, Inc's Heritage Insurance Holdings, Inc. Retirement Savings Plan reported $36M in total assets and 520 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,894 in Finance & Insurance (8,549 peers)

Where Heritage Insurance Holdings, Inc. Retirement Savings Plan sits by assets

Heritage Insurance Holdings, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 520 participants (~$69,777/participant), up 21.3% in 2024.

#5,894
in Finance & Insurance (8,549 peers)
+21.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heritage Insurance Holdings, Inc. Retirement Savings Plan's outsized position by total assets

Heritage Insurance Holdings, Inc. Retirement Savings Plan vs every filed plan by assets

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

$36,283,994 Top 20% higher than 80% 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 Insurance Holdings, Inc. Retirement Savings 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 Insurance Holdings, Inc. Retirement Savings Plan sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Insurance Holdings, Inc. Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Heritage Insurance Holdings, Inc. Retirement Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Heritage Insurance Holdings, Inc. Retirement Savings Plan reported participants fell from 536 in the plan year 2023 filing to 520 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455338504 · Heritage Insurance Holdings, Inc PY 2024 · 401(k)

Heritage Insurance Holdings, Inc. Retirement Savings Plan · $36M · 520 · 80th

  • EOY $36M
  • 5500 520
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Tangram Interiors Employees Retirement Plan
  • RANK ind #5894

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 Finance & Insurance retirement plans → · Plans in Florida →

Heritage Insurance Holdings, Inc. Retirement Savings Plan in the asset neighbourhood

Business Integra, Inc. 401(k) PlanBusiness Integra, Inc. 401(k…$36MOwen Electric Cooperative Employee Savings and Protection PlanOwen Electric Cooperative Em…$36MBlue Trust Inc. Retirement PlanBlue Trust Inc. Retirement P…$36MHeritage Insurance Holdings, Inc. Retirement Savings PlanHeritage Insurance Holdings,…$36MTangram Interiors Employees Retirement PlanTangram Interiors Employees …$36M
End-of-year total assets ($M) among Heritage Insurance Holdings, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN455338504
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Insurance Holdings, Inc)

Sponsor-wide plan assets over time

All Heritage Insurance Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 51.48800752446786% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $36.3M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 530 $24M
2023 1 536 $30M
2024 1 520 $36M

Nearby 401(k) Plans in Florida

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

Heritage Insurance Holdings, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Heritage Insurance Holdings, Inc. Retirement Savings Plan, Total assets ($B): 0.036283994 · Participants: 520Heritage Insurance Holdings, Inc. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Heritage Insurance Holdings, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Heritage Insurance Holdings, Inc. Retirement Savings Plan side-by-side with 3 peers →

Heritage Insurance Holdings, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tangram Interiors Employees Retirement Plan in CA ($36M); by covered participants it is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Insurance Holdings, Inc. Retirement Savings Plan assets move in 2024? ▼
Heritage Insurance Holdings, Inc. Retirement Savings Plan grew sharply - up 21.3% during 2024, from $30M to $36M. Reported net income was $6M.
How have Heritage Insurance Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Insurance Holdings, Inc's sponsor-wide assets grew 51.5%, from $24M to $36M.
Where does Heritage Insurance Holdings, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Heritage Insurance Holdings, Inc. Retirement Savings Plan ranks in the 80th 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 401(k) plans are similar in size to Heritage Insurance Holdings, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tangram Interiors Employees Retirement Plan in CA ($36M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Insurance Holdings, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants, $4M 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 455338504.

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.