Heritage Health Care & Rehab, Inc. 401(k) Plan: Login, Facts & Contact Information
Heritage Health Care & Rehab, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Health Care & Rehab, Inc. 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $194,714 went into the plan in contributions, $67,534 of it from the employer (35%).
- $43,948 was paid out to participants.
- Investment and other income added $236,673.
How the Heritage Health Care & Rehab, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 113 | $1.82 million | $50,660 | $35,908 |
| 2020 | 99 | $2.14 million | $57,253 | $119,413 |
| 2021 | 93 | $2.35 million | $63,505 | $265,650 |
| 2022 | 83 | $1.84 million | $58,740 | $375,901 |
| 2023 | 89 | $2.21 million | $59,147 | $72,144 |
| 2024 | 95 | $2.59 million | $67,534 | $43,948 |
Heritage Health Care & Rehab, Inc. 401(k) Contact Information
Questions about the Heritage Health Care & Rehab, Inc. 401(k)
Does Heritage Health Care & Rehab, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $67,534, 35% of all contributions.
Does the Heritage Health Care & Rehab, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Health Care & Rehab, Inc 401(k) plan?
95 participants at the start of plan year 2024, 69 of them active employees.
What is the average 401(k) balance at Heritage Health Care & Rehab, Inc?
About $83,705 per account: $2.59 million in plan assets across 31 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Health Care & Rehab, Inc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Health Care & Rehab, Inc. How do I access my 401(k)?
Your account stays with Transamerica 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.