Heritage Insurance Holdings Inc
Plan context: Heritage Insurance Holdings Inc. Retirement Savings Plan
EIN 45-5338504 • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
540
2024 Assets
$36,283,994
2024 Contributions
$5,695,545
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 540 | $36,283,994 | $5,695,545 | $10,547iApproximate average salary by contribution assumption: employee only about $263,683 at 4% or $175,788 at 6%; with 50% employer match about $175,788 at 4% or $117,192 at 6%; with 100% employer match about $131,841 at 4% or $87,894 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 540 | $36,283,994 | $5,695,545 | $10,547iApproximate average salary by contribution assumption: employee only about $263,683 at 4% or $175,788 at 6%; with 50% employer match about $175,788 at 4% or $117,192 at 6%; with 100% employer match about $131,841 at 4% or $87,894 at 6%. |
| 2023 | 1 | 501 | $29,913,454 | $4,305,182 | $8,593iApproximate average salary by contribution assumption: employee only about $214,829 at 4% or $143,220 at 6%; with 50% employer match about $143,220 at 4% or $95,480 at 6%; with 100% employer match about $107,415 at 4% or $71,610 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 501 | $29,913,454 | $4,305,182 | $8,593iApproximate average salary by contribution assumption: employee only about $214,829 at 4% or $143,220 at 6%; with 50% employer match about $143,220 at 4% or $95,480 at 6%; with 100% employer match about $107,415 at 4% or $71,610 at 6%. |
| 2022 | 1 | 520 | $23,951,727 | $4,312,468 | $8,293iApproximate average salary by contribution assumption: employee only about $207,330 at 4% or $138,220 at 6%; with 50% employer match about $138,220 at 4% or $92,147 at 6%; with 100% employer match about $103,665 at 4% or $69,110 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 520 | $23,951,727 | $4,312,468 | $8,293iApproximate average salary by contribution assumption: employee only about $207,330 at 4% or $138,220 at 6%; with 50% employer match about $138,220 at 4% or $92,147 at 6%; with 100% employer match about $103,665 at 4% or $69,110 at 6%. |
| 2021 | 1 | 530 | $27,321,950 | $3,733,831 | $7,045iApproximate average salary by contribution assumption: employee only about $176,124 at 4% or $117,416 at 6%; with 50% employer match about $117,416 at 4% or $78,277 at 6%; with 100% employer match about $88,062 at 4% or $58,708 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 530 | $27,321,950 | $3,733,831 | $7,045iApproximate average salary by contribution assumption: employee only about $176,124 at 4% or $117,416 at 6%; with 50% employer match about $117,416 at 4% or $78,277 at 6%; with 100% employer match about $88,062 at 4% or $58,708 at 6%. |
| 2020 | 1 | 517 | $22,326,911 | $3,726,143 | $7,207iApproximate average salary by contribution assumption: employee only about $180,181 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,080 at 6%; with 100% employer match about $90,090 at 4% or $60,060 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 517 | $22,326,911 | $3,726,143 | $7,207iApproximate average salary by contribution assumption: employee only about $180,181 at 4% or $120,121 at 6%; with 50% employer match about $120,121 at 4% or $80,080 at 6%; with 100% employer match about $90,090 at 4% or $60,060 at 6%. |
| 2019 | 1 | 373 | $16,960,345 | $3,432,799 | $9,203iApproximate average salary by contribution assumption: employee only about $230,080 at 4% or $153,387 at 6%; with 50% employer match about $153,387 at 4% or $102,258 at 6%; with 100% employer match about $115,040 at 4% or $76,693 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 373 | $16,960,345 | $3,432,799 | $9,203iApproximate average salary by contribution assumption: employee only about $230,080 at 4% or $153,387 at 6%; with 50% employer match about $153,387 at 4% or $102,258 at 6%; with 100% employer match about $115,040 at 4% or $76,693 at 6%. |
| 2018 | 2 | 354 | $5,587,158 | $1,824,116 | $5,153iApproximate average salary by contribution assumption: employee only about $128,822 at 4% or $85,881 at 6%; with 50% employer match about $85,881 at 4% or $57,254 at 6%; with 100% employer match about $64,411 at 4% or $42,941 at 6%. |
| Heritage Insurance Holdings Inc. Retirement Savings Plan | - | 275 | $5,587,158 | $1,824,116 | $6,633iApproximate average salary by contribution assumption: employee only about $165,829 at 4% or $110,552 at 6%; with 50% employer match about $110,552 at 4% or $73,702 at 6%; with 100% employer match about $82,914 at 4% or $55,276 at 6%. |
| HERITAGE INSURANCE HOLDINGS HEALTH AND WELFARE BENEFIT PLAN | - | 354 | - | - | - |