Heritage Insurance Holdings, Inc 401(k) Plan: Login, Facts & Contact Information
Heritage Insurance Holdings, Inc 401(k) Login
148 former Heritage Insurance Holdings, Inc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Insurance Holdings, Inc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.70 million went into the plan in contributions, $2.10 million of it from the employer (37%).
- $4.00 million was paid out to participants.
- Investment and other income added $4.84 million.
- Administrative expenses were $168,785, about $248 per account.
How the Heritage Insurance Holdings, Inc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 477 | $17.0 million | $916,280 | $1.04 million |
| 2020 | 527 | $22.3 million | $1.09 million | $984,037 |
| 2021 | 616 | $27.3 million | $1.23 million | $2.11 million |
| 2022 | 660 | $24.0 million | $1.30 million | $2.80 million |
| 2023 | 691 | $29.9 million | $1.26 million | $5.56 million |
| 2024 | 670 | $36.3 million | $2.10 million | $4.00 million |
Heritage Insurance Holdings, Inc 401(k) Contact Information
Questions about the Heritage Insurance Holdings, Inc 401(k)
Does Heritage Insurance Holdings, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.10 million, 37% of all contributions.
Does the Heritage Insurance Holdings, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Insurance Holdings, Inc 401(k) plan?
670 participants at the start of plan year 2024, 540 of them active employees, and 148 former employees who still had money in the plan.
What is the average 401(k) balance at Heritage Insurance Holdings, Inc?
About $53,359 per account: $36.3 million in plan assets across 680 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Insurance Holdings, Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMER) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Insurance Holdings, Inc. How do I access my 401(k)?
Your account stays with Empower 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.