401(k) · DOL Form 5500 · 2024

The Heritage Foundation 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
297
Participants Below avg headcount
80th
Percentile by assets National rank
$122,282
Avg per participant Near avg balance/head
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Official DOL plan name: The Heritage Foundation 403(b) Plan · Sponsored by The Heritage Foundation · District of Columbia · Professional & Technical Services

$36M in assets, 297 participants

The Heritage Foundation's The Heritage Foundation 403(b) Plan reported $36M in total assets and 297 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.

  • #16,238 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

The Heritage Foundation 403(b) Plan covers 297 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $36M.

#16,238
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Heritage Foundation 403(b) Plan's outsized position by total assets

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

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

$36,317,692 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

The Heritage Foundation 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. The Heritage Foundation 403(b) Plan sits mid-pack in the medium band (297 participants).

Published 5500 schedule card

Filing strip 237327730 · The Heritage Foundation PY 2024 · 401(k)

The Heritage Foundation 403(b) Plan · $36M · 297 · 80th

  • PHOTO $36M
  • PHOTO 297
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Select Milk Producers, Inc. 401(k) Plan
  • PHOTO ind #16238

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 District of Columbia →

The Heritage Foundation 403(b) Plan in the asset neighbourhood

The Heritage Foundation 403(b) PlanThe Heritage Foundation 403(…$36MSelect Milk Producers, Inc. 401(k) PlanSelect Milk Producers, Inc. …$36MStevens Construction Corp. 401(k) Savings PlanStevens Construction Corp. 4…$36MVallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$36MStibo Systems, Inc. 401(k) PlanStibo Systems, Inc. 401(k) P…$36M
End-of-year total assets ($M) among The Heritage Foundation 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN237327730
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Foundation)

Sponsor-wide plan assets over time

All The Heritage Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 140.96327358949264% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $30.9M $74.5M ▲ +140.9%
Year Plans Participants Total Assets
2022 1 270 $31M
2023 1 271 $34M
2024 2 576 $74M

Nearby 401(k) Plans in District of Columbia

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

The Heritage Foundation 403(b) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Heritage Foundation 403(b) Plan, Total assets ($B): 0.036317692 · Participants: 297The Heritage Foundation 403(b) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
The Heritage Foundation 403(b) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Heritage Foundation 403(b) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Select Milk Producers, Inc. 401(k) Plan in TX ($36M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 The Heritage Foundation 403(b) Plan assets move in 2024? ▼
The Heritage Foundation 403(b) Plan grew at a solid clip - up 13.2% during 2024, from $32M to $36M. Reported net income was $4M.
How have The Heritage Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Foundation's sponsor-wide assets grew 141.0%, from $31M to $74M.
Where does The Heritage Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
The Heritage Foundation 403(b) 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 The Heritage Foundation 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Select Milk Producers, Inc. 401(k) Plan in TX ($36M, 956 participants).
Which 401(k) plans cover a similar participant headcount to The Heritage Foundation 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 237327730.

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.