· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERITAGE BANK — HERITAGE BANK RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250902151107NAL0014535361001
HERITAGE BANK
Form 5500-SF
FILING_RECEIVED
HERITAGE BANK RETIREMENT PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
76
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERITAGE BANK
.
Find decision makers
Plan sponsor
Name
HERITAGE BANK
EIN
47-0098350
Address
1101 12TH STREET · PO BOX 329 · AURORA, NE · 68818
Phone
(402) 694-3136
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
THE FIRST BANK OF GREENWICH
THE FIRST BANK OF GREENWICH 401K PLAN
$7.5M · 51 participants
BANK OF DICKSON
BANK OF DICKSON 401(K) PROFIT SHARING PLAN
$7.5M · 55 participants
EASTBANK, N.A.
EASTBANK, N.A. 401K PLAN
$7.5M · 27 participants
THE CITIZENS NATIONAL BANK
THE CITIZENS NATIONAL BANK 401(K) PLAN
$7.5M · 39 participants
HOMETOWN NATIONAL BANK
HOMETOWN NATIONAL BANK RETIREMENT/ 401(K)/PROFIT SHARING PLAN AND TRUST
$7.5M · 40 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHINA CITIC BANK INTERNATIONAL L
CHINA CITIC BANK INTERNATIONAL LIMITED 401(K) PLAN
$7.5M · 52 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
