401(k) · DOL Form 5500 · 2024

Heritage Health 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
336
Participants Below avg headcount
55th
Percentile by assets National rank
$28,654
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Health 403(b) Plan · Sponsored by Heritage Health · Idaho · Other Services

$10M in assets, 336 participants

Heritage Health's Heritage Health 403(b) Plan reported $10M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,706 in Other Services (7,719 peers)

Heritage Health multi-year trail

Heritage Health's plans moved +83.3% in assets from 2022 to 2024; this filing shows Heritage Health 403(b) Plan at $10M / 336 participants.

#5,706
in Other Services (7,719 peers)
+33.9%
assets growth YoY

Heritage Health 403(b) Plan's mid-pack asset rank among Other Services and all filers

Heritage Health 403(b) Plan vs every filed plan by assets

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

$9,627,868 Top 45% higher than 55% 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 Health 403(b) 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 Health 403(b) Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Health 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Heritage Health 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage Health 403(b) Plan reported participants fell from 407 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943036820 · Heritage Health PY 2024 · 401(k)

Heritage Health 403(b) Plan · $10M · 336 · 55th

  • IND $10M
  • IND 336
  • IND 55th
  • IND 401(k)
  • IND near Presencelearning, Inc. 401(k) Plan
  • IND ind #5706

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 Other Services retirement plans → · Plans in Idaho →

Heritage Health 403(b) Plan in the asset neighbourhood

Heritage Health 403(b) Plan$10MPresencelearning, Inc. 401(k) PlanPresencelearning, Inc. 401(k…$10MAltrust Financial Services, Inc. 401(k) Profit Sharing PlanAltrust Financial Services, …$10MSusquehanna Community Bank Profit Sharing PlanSusquehanna Community Bank P…$10MProterra Investment Partners LP Retirement Savings PlanProterra Investment Partners…$10M
End-of-year total assets ($M) among Heritage Health 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Health multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Health plans reported in each filing year

Latest sponsor-wide plan assets
$10M 83.30360733041708% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.25M $9.63M ▲ +83.4%
Year Plans Participants Total Assets
2022 1 373 $5M
2023 1 407 $7M
2024 1 336 $10M

Heritage Health filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN943036820
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Heritage Health 403(b) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Heritage Health 403(b) Plan, Total assets ($B): 0.009627868 · Participants: 336Heritage Health 403(b) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Heritage Health 403(b) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Heritage Health 403(b) Plan side-by-side with 3 peers →

Heritage Health 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Presencelearning, Inc. 401(k) Plan in NY ($10M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Health 403(b) Plan assets move in 2024? ▼
Heritage Health 403(b) Plan surged - up 33.9% during 2024, from $7M to $10M. Reported net income was $2M.
How have Heritage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Health's sponsor-wide assets grew 83.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Heritage Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Presencelearning, Inc. 401(k) Plan in NY ($10M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Health 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 943036820.

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.