Plan5500

Heritage University Retirement Plan — Form 5500 plan (Heritage University)

Plain-English plan 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 Retirement Plan is a benefit plan reported by Heritage University under EIN 91-1160585 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $22,048,890 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22MPlan net assets, end of year$22,048,890
Participants640Covered participants reported
Assets / participant$34.5KComputed: assets ÷ participants$34,451 (computed)
Provider compensationNone reported
Plan sponsor
Heritage University
EIN
91-1160585
Plan number
001
Plan type
2
Location
Toppenish, WA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    640 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22M total assets
Net assets$22MLiabilities—
Money in vs. money out
Total income / additions$3.8M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$624.7K
Participant$547.5K
Full reported line items

Net assets

Total assets (EOY)
$22,048,890
Net assets (EOY)
$22,048,890
Net assets (BOY)
$20,258,483

Income & contributions

Employer contributions
$624,678
Participant contributions
$547,499
Total contributions
$1,184,613
Total income / additions
$3,838,116

Expenses & distributions

Benefits paid
$2,047,709
Total expenses
$2,047,709
Net increase / (decrease)
$1,790,407
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages