Heritage Mutual Insurance Association
Plan context: Heritage Mutual Insurance Association 401(K) Plan
EIN 04-2025560 • Preston, IA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$724,076
2025 Contributions
$228,122
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $724,076 | $228,122 | $10,369iApproximate average salary by contribution assumption: employee only about $259,230 at 4% or $172,820 at 6%; with 50% employer match about $172,820 at 4% or $115,213 at 6%; with 100% employer match about $129,615 at 4% or $86,410 at 6%. |
| Heritage Mutual Insurance Association 401(K) Plan | - | 22 | $724,076 | $228,122 | $10,369iApproximate average salary by contribution assumption: employee only about $259,230 at 4% or $172,820 at 6%; with 50% employer match about $172,820 at 4% or $115,213 at 6%; with 100% employer match about $129,615 at 4% or $86,410 at 6%. |
| 2024 | 1 | 18 | $507,268 | $225,098 | $12,505iApproximate average salary by contribution assumption: employee only about $312,636 at 4% or $208,424 at 6%; with 50% employer match about $208,424 at 4% or $138,949 at 6%; with 100% employer match about $156,318 at 4% or $104,212 at 6%. |
| Heritage Mutual Insurance Association 401(K) Plan | - | 18 | $507,268 | $225,098 | $12,505iApproximate average salary by contribution assumption: employee only about $312,636 at 4% or $208,424 at 6%; with 50% employer match about $208,424 at 4% or $138,949 at 6%; with 100% employer match about $156,318 at 4% or $104,212 at 6%. |
| 2023 | 1 | 15 | $258,341 | $252,833 | $16,856iApproximate average salary by contribution assumption: employee only about $421,388 at 4% or $280,926 at 6%; with 50% employer match about $280,926 at 4% or $187,284 at 6%; with 100% employer match about $210,694 at 4% or $140,463 at 6%. |
| Heritage Mutual Insurance Association 401(K) Plan | - | 15 | $258,341 | $252,833 | $16,856iApproximate average salary by contribution assumption: employee only about $421,388 at 4% or $280,926 at 6%; with 50% employer match about $280,926 at 4% or $187,284 at 6%; with 100% employer match about $210,694 at 4% or $140,463 at 6%. |