401(k) · DOL Form 5500 · 2023

San Francisco Ladies' Protection and Relief Society 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
72
Participants Small participant base
42nd
Percentile by assets National rank
$61,552
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Heritage 401(k) Retirement Plan · Sponsored by San Francisco Ladies' Protection and Relief Society · California · Healthcare & Social Assistance

$4M in assets, 72 participants

San Francisco Ladies' Protection and Relief Society's The Heritage 401(k) Retirement Plan reported $4M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,035 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

The Heritage 401(k) Retirement Plan holds $4M for 72 participants - about $61,552 per participant, in the lower half of filed plans by assets.

#8,035
in Healthcare & Social Assistance (17,684 peers)
-7.1%
assets change YoY

The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Heritage 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Heritage 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,431,708 42nd percentile higher than 42% of 127,068 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 2023

The Heritage 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Heritage 401(k) Retirement Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Heritage 401(k) Retirement Plan reported net income rose from -$946K in the plan year 2022 filing to -$340K in the plan year 2023 filing.
  • The Heritage 401(k) Retirement Plan reported participants fell from 85 in the plan year 2022 filing to 72 in the plan year 2023 filing.
  • The Heritage 401(k) Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941156611 · San Francisco Ladies' Protection and Relief Society PY 2023 · 401(k)

The Heritage 401(k) Retirement Plan · $4M · 72 · 42nd

  • RANK $4M
  • PHOTO 72
  • IND 42nd
  • EOY 401(k)
  • 5500 near Outdoor Adventures, Inc. 401(k) Plan
  • ASSETS ind #8035

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 Healthcare & Social Assistance retirement plans → · Plans in California →

The Heritage 401(k) Retirement Plan in the asset neighbourhood

The Heritage 401(k) Retirement PlanThe Heritage 401(k) Retireme…$4MOutdoor Adventures, Inc. 401(k) PlanOutdoor Adventures, Inc. 401…$4MProvident Management Corporation 401(k) PlanProvident Management Corpora…$4MMedical Eye Services Ltd Profit Sharing Plan & TrustMedical Eye Services Ltd Pro…$4MAbc Boring Co, Inc. 401(k) Plan and TrustAbc Boring Co, Inc. 401(k) P…$4M
End-of-year total assets ($M) among The Heritage 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$340K
Employer EIN941156611
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Ladies' Protection and Relief Society)

Sponsor-wide plan assets over time

All San Francisco Ladies' Protection and Relief Society plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.816415762662743% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.77M $5.05M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 85 $5M
2023 1 72 $4M
2024 1 40 $5M

Nearby 401(k) Plans in California

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

The Heritage 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Heritage 401(k) Retirement Plan, Total assets ($B): 0.004431708 · Participants: 72The Heritage 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Heritage 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Heritage 401(k) Retirement Plan side-by-side with 3 peers →

The Heritage 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Outdoor Adventures, Inc. 401(k) Plan in MI ($4M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Heritage 401(k) Retirement Plan assets move in 2023? ▼
The Heritage 401(k) Retirement Plan pulled back noticeably - down 7.1% during 2023, from $5M to $4M. Reported net income was -$340K.
How have San Francisco Ladies' Protection and Relief Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Ladies' Protection and Relief Society's sponsor-wide assets grew 5.8%, from $5M to $5M.
Which 401(k) plans are similar in size to The Heritage 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outdoor Adventures, Inc. 401(k) Plan in MI ($4M, 387 participants).
Which 401(k) plans cover a similar participant headcount to The Heritage 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941156611.

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.