The Heritage FoundationProfit-sharing plan
THE HERITAGE FOUNDATION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Heritage Foundation reported $53,457 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $9,738 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 216th-largest of 618 plans among District of Columbia employers on file, and the 3,435th of 11,654 in professional & technical services. active participation has grown from 261 to 326 since 2022.
The Heritage Foundation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 237327730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.