Plan5500

Heritage University — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage University (EIN 91-1160585) is a plan sponsor located in Toppenish, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-1160585
Location
Toppenish, WA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$22,048,890
Total reported assets$22M$22,048,890
Total reported participants799
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities—
Contributions & income
Employer contributions$624.7K
Participant contributions$547.5K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Heritage University Retirement Plan
Participants per plan400Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Heritage University Retirement Plan$22M
    Plan #001 · 640 participants · 2023
  2. 2
    Heritage University Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 159 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage University. Open one for its full reported snapshot.

  1. 2023
    Heritage University Retirement Plan640 participants · 2Sch H
    View filing →
  2. 2023
    Heritage University Welfare Benefit Plan159 participants · 2No schedules
    View filing →

Related Form 5500 pages