401(k) · DOL Form 5500 · 2024

Heritage Pointe 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
80
Participants Small participant base
29th
Percentile by assets National rank
$23,038
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Heritage Pointe · Sponsored by Heritage Pointe · California · Healthcare & Social Assistance

$2M in assets, 80 participants

Heritage Pointe's 403(b) Thrift Plan for Employees of Heritage Pointe reported $2M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,460 in Healthcare & Social Assistance (16,916 peers)

Heritage Pointe multi-year trail

Heritage Pointe's plans moved +19.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Heritage Pointe at $2M / 80 participants.

#4,460
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY

403(b) Thrift Plan for Employees of Heritage Pointe among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Heritage Pointe vs every filed plan by assets

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

$1,843,075 29th percentile higher than 29% 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

403(b) Thrift Plan for Employees of Heritage Pointe among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Heritage Pointe is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Heritage Pointe reported net income fell from $237K in the plan year 2023 filing to $65K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Heritage Pointe reported participants fell from 95 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Heritage Pointe end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330260314 · Heritage Pointe PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Heritage Pointe · $2M · 80 · 29th

  • PART $2M
  • PART 80
  • PART 29th
  • PART 401(k)
  • PART near Sanjay Hapani Inc. Retirement Plan
  • PART ind #4460

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 →

403(b) Thrift Plan for Employees of Heritage Pointe in the asset neighbourhood

403(b) Thrift Plan for Employees of Heritage Pointe403(b) Thrift Plan for Emplo…$2MSanjay Hapani Inc. Retirement PlanSanjay Hapani Inc. Retiremen…$2MCoast Seafood USA LLC 401(k) Profit Sharing Plan & TrustCoast Seafood USA LLC 401(k)…$2MM Squared Home Services, Inc. 401(k) Profit Sharing PlanM Squared Home Services, Inc…$2MAxcient 401(k) and Profit Sharing PlanAxcient 401(k) and Profit Sh…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Heritage Pointe and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Pointe multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Pointe plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.563038555078176% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.54M $1.84M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 119 $2M
2023 1 95 $2M
2024 1 80 $2M

Heritage Pointe filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$65K
Employer EIN330260314
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Heritage Pointe vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Heritage Pointe, Total assets ($B): 0.001843075 · Participants: 80403(b) Thrift Plan for Employees of Heritage PointeGoogle 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
403(b) Thrift Plan for Employees of Heritage Pointe vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Heritage Pointe side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Heritage Pointe's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sanjay Hapani Inc. Retirement Plan in OK ($2M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 403(b) Thrift Plan for Employees of Heritage Pointe assets move in 2024? ▼
403(b) Thrift Plan for Employees of Heritage Pointe edged up modestly - up 3.6% during 2024, from $2M to $2M. Reported net income was $65K.
How have Heritage Pointe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Pointe's sponsor-wide assets grew 19.6%, from $2M to $2M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Heritage Pointe? ▼
Among 401(k) plans in other states, the closest by assets is Sanjay Hapani Inc. Retirement Plan in OK ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Heritage Pointe? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A 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 330260314.

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.