Heritage Bank 401(k) Plan: Login, Facts & Contact Information
Heritage Bank 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Bank 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 2, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $364,860 went into the plan in contributions, $119,749 of it from the employer (33%).
- $1.84 million was paid out to participants.
- Investment and other income added $941,450.
How the Heritage Bank 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 121 | $8.46 million | $106,269 | $248,085 |
| 2020 | 114 | $8.89 million | $99,693 | $651,798 |
| 2021 | 110 | $8.85 million | $98,180 | $1.67 million |
| 2022 | 106 | $7.11 million | $116,600 | $844,735 |
| 2023 | 105 | $8.09 million | $104,986 | $402,771 |
| 2024 | 106 | $7.55 million | $119,749 | $1.84 million |
Heritage Bank 401(k) Contact Information
Questions about the Heritage Bank 401(k)
Does Heritage Bank contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $119,749, 33% of all contributions.
Does the Heritage Bank 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Bank 401(k) plan?
106 participants at the start of plan year 2024, 67 of them active employees.
What is the average 401(k) balance at Heritage Bank?
About $99,320 per account: $7.55 million in plan assets across 76 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Bank 401(k) accounts?
Vanguard is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Bank. How do I access my 401(k)?
Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.