How big is Heritage Ohio's plan?

Heritage Ohio's plan reported $723 in assets and 5 participants for 2024.

Original filing (PDF)20250729141050NAL0007738434001

Heritage Ohio

Name: Heritage Ohio — Heritage Ohio SOCA Benefit Plan, Form 5500 (2024)
Creator: Heritage Ohio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Ohio SOCA Benefit Plan

Health & welfare plan · Heritage Ohio's Heritage Ohio SOCA Benefit Plan held $723 in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$723

Net assets (EOY)

$256

People on this filing

Matt Appenzeller signed Heritage Ohio's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Ohio's EIN is 34-1845898.

EIN 34-1845898

Plan number 501

Plan year 2024

ACK ID 20250729141050NAL0007738434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Ohio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Ohio's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE OHIO.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score