Heritage University403(b)

Heritage University's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $23,621,884 across 609 participant accounts, with employer contributions averaging $2,504 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 616th-largest of 1,714 plans among Washington employers on file, and the 1,465th of 3,091 in educational services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.