How big is Heritage Bank's plan?

Heritage Bank's plan reported $7.5M in assets and 67 participants for 2024.

Original filing (PDF)20250902151107NAL0014535361001

Heritage Bank

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

Form 5500-SF

FILING_RECEIVED

Heritage Bank Retirement Plan

401(k) retirement plan · Heritage Bank's Heritage Bank Retirement Plan held $7.5M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Colleen Barger signed Heritage Bank's 2024 Form 5500 as plan administrator.

Colleen Barger — 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 Bank's EIN is 47-0098350.

EIN 47-0098350

Plan number 002

Plan year 2024

ACK ID 20250902151107NAL0014535361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score