Heritage Properties Inc.
Plan context: Heritage Properties Inc. Employee Retirement Plan
EIN 64-0665203 • 37 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
185
2024 Assets
$4,896,703
2024 Contributions
$720,617
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 | 2 | 185 | $4,896,703 | $720,617 | $3,895iApproximate average salary by contribution assumption: employee only about $97,381 at 4% or $64,920 at 6%; with 50% employer match about $64,920 at 4% or $43,280 at 6%; with 100% employer match about $48,690 at 4% or $32,460 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 178 | $4,896,703 | $720,617 | $4,048iApproximate average salary by contribution assumption: employee only about $101,210 at 4% or $67,474 at 6%; with 50% employer match about $67,474 at 4% or $44,982 at 6%; with 100% employer match about $50,605 at 4% or $33,737 at 6%. |
| Heritage Properties Inc. Health and Welfare Plan | - | 185 | - | - | - |
| 2023 | 2 | 204 | $4,383,151 | $691,564 | $3,390iApproximate average salary by contribution assumption: employee only about $84,750 at 4% or $56,500 at 6%; with 50% employer match about $56,500 at 4% or $37,667 at 6%; with 100% employer match about $42,375 at 4% or $28,250 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 193 | $4,383,151 | $691,564 | $3,583iApproximate average salary by contribution assumption: employee only about $89,581 at 4% or $59,721 at 6%; with 50% employer match about $59,721 at 4% or $39,814 at 6%; with 100% employer match about $44,790 at 4% or $29,860 at 6%. |
| Heritage Properties Inc. Health and Welfare Plan | - | 204 | - | - | - |
| 2022 | 3 | 204 | $3,441,227 | $635,457 | $3,115iApproximate average salary by contribution assumption: employee only about $77,875 at 4% or $51,916 at 6%; with 50% employer match about $51,916 at 4% or $34,611 at 6%; with 100% employer match about $38,937 at 4% or $25,958 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 189 | $3,441,227 | $635,457 | $3,362iApproximate average salary by contribution assumption: employee only about $84,055 at 4% or $56,037 at 6%; with 50% employer match about $56,037 at 4% or $37,358 at 6%; with 100% employer match about $42,028 at 4% or $28,018 at 6%. |
| Heritage Properties Inc. Health and Welfare Plan | - | 204 | - | - | - |
| HERITAGE PROPERTIES. INC. VOLUNTARY BENEFITS | - | 0 | - | - | - |
| 2021 | 5 | 269 | $3,852,067 | $583,374 | $2,169iApproximate average salary by contribution assumption: employee only about $54,217 at 4% or $36,145 at 6%; with 50% employer match about $36,145 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 181 | $3,852,067 | $583,374 | $3,223iApproximate average salary by contribution assumption: employee only about $80,577 at 4% or $53,718 at 6%; with 50% employer match about $53,718 at 4% or $35,812 at 6%; with 100% employer match about $40,288 at 4% or $26,859 at 6%. |
| HERITAGE PROPERTIES, INC. MEDICAL PLAN | - | 99 | - | - | - |
| HERITAGE PROPERTIES, INC. LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| HERITAGE PROPERTIES. INC. VOLUNTARY BENEFITS | - | 269 | - | - | - |
| Heritage Properties Inc. Health and Welfare Plan | - | 196 | - | - | - |
| 2020 | 3 | 254 | $3,090,755 | $524,352 | $2,064iApproximate average salary by contribution assumption: employee only about $51,609 at 4% or $34,406 at 6%; with 50% employer match about $34,406 at 4% or $22,938 at 6%; with 100% employer match about $25,805 at 4% or $17,203 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 183 | $3,090,755 | $524,352 | $2,865iApproximate average salary by contribution assumption: employee only about $71,633 at 4% or $47,755 at 6%; with 50% employer match about $47,755 at 4% or $31,837 at 6%; with 100% employer match about $35,816 at 4% or $23,878 at 6%. |
| Heritage Properties Inc. Health and Welfare Plan | - | 201 | - | - | - |
| HERITAGE PROPERTIES. INC. VOLUNTARY BENEFITS | - | 254 | - | - | - |
| 2019 | 3 | 277 | $2,490,881 | $484,190 | $1,748iApproximate average salary by contribution assumption: employee only about $43,699 at 4% or $29,133 at 6%; with 50% employer match about $29,133 at 4% or $19,422 at 6%; with 100% employer match about $21,850 at 4% or $14,566 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 178 | $2,490,881 | $484,190 | $2,720iApproximate average salary by contribution assumption: employee only about $68,004 at 4% or $45,336 at 6%; with 50% employer match about $45,336 at 4% or $30,224 at 6%; with 100% employer match about $34,002 at 4% or $22,668 at 6%. |
| Heritage Properties Inc. Health and Welfare Plan | - | 201 | - | - | - |
| HERITAGE PROPERTIES. INC. VOLUNTARY BENEFITS | - | 277 | - | - | - |
| 2018 | 1 | 180 | $2,028,533 | $417,088 | $2,317iApproximate average salary by contribution assumption: employee only about $57,929 at 4% or $38,619 at 6%; with 50% employer match about $38,619 at 4% or $25,746 at 6%; with 100% employer match about $28,964 at 4% or $19,310 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 180 | $2,028,533 | $417,088 | $2,317iApproximate average salary by contribution assumption: employee only about $57,929 at 4% or $38,619 at 6%; with 50% employer match about $38,619 at 4% or $25,746 at 6%; with 100% employer match about $28,964 at 4% or $19,310 at 6%. |
| 2017 | 1 | 115 | $2,083,779 | $39,588 | $344iApproximate average salary by contribution assumption: employee only about $8,606 at 4% or $5,737 at 6%; with 50% employer match about $5,737 at 4% or $3,825 at 6%; with 100% employer match about $4,303 at 4% or $2,869 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 115 | $2,083,779 | $39,588 | $344iApproximate average salary by contribution assumption: employee only about $8,606 at 4% or $5,737 at 6%; with 50% employer match about $5,737 at 4% or $3,825 at 6%; with 100% employer match about $4,303 at 4% or $2,869 at 6%. |
| 2016 | 1 | 200 | $1,876,656 | $390,662 | $1,953iApproximate average salary by contribution assumption: employee only about $48,833 at 4% or $32,555 at 6%; with 50% employer match about $32,555 at 4% or $21,703 at 6%; with 100% employer match about $24,416 at 4% or $16,278 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 200 | $1,876,656 | $390,662 | $1,953iApproximate average salary by contribution assumption: employee only about $48,833 at 4% or $32,555 at 6%; with 50% employer match about $32,555 at 4% or $21,703 at 6%; with 100% employer match about $24,416 at 4% or $16,278 at 6%. |
| 2015 | 1 | 192 | $1,436,992 | $275,751 | $1,436iApproximate average salary by contribution assumption: employee only about $35,905 at 4% or $23,937 at 6%; with 50% employer match about $23,937 at 4% or $15,958 at 6%; with 100% employer match about $17,953 at 4% or $11,968 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 192 | $1,436,992 | $275,751 | $1,436iApproximate average salary by contribution assumption: employee only about $35,905 at 4% or $23,937 at 6%; with 50% employer match about $23,937 at 4% or $15,958 at 6%; with 100% employer match about $17,953 at 4% or $11,968 at 6%. |
| 2014 | 1 | 175 | $1,329,573 | $212,417 | $1,214iApproximate average salary by contribution assumption: employee only about $30,345 at 4% or $20,230 at 6%; with 50% employer match about $20,230 at 4% or $13,487 at 6%; with 100% employer match about $15,173 at 4% or $10,115 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 175 | $1,329,573 | $212,417 | $1,214iApproximate average salary by contribution assumption: employee only about $30,345 at 4% or $20,230 at 6%; with 50% employer match about $20,230 at 4% or $13,487 at 6%; with 100% employer match about $15,173 at 4% or $10,115 at 6%. |
| 2013 | 1 | 190 | $1,226,791 | $209,816 | $1,104iApproximate average salary by contribution assumption: employee only about $27,607 at 4% or $18,405 at 6%; with 50% employer match about $18,405 at 4% or $12,270 at 6%; with 100% employer match about $13,804 at 4% or $9,202 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 190 | $1,226,791 | $209,816 | $1,104iApproximate average salary by contribution assumption: employee only about $27,607 at 4% or $18,405 at 6%; with 50% employer match about $18,405 at 4% or $12,270 at 6%; with 100% employer match about $13,804 at 4% or $9,202 at 6%. |
| 2012 | 1 | 195 | $945,651 | $213,537 | $1,095iApproximate average salary by contribution assumption: employee only about $27,377 at 4% or $18,251 at 6%; with 50% employer match about $18,251 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,126 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 195 | $945,651 | $213,537 | $1,095iApproximate average salary by contribution assumption: employee only about $27,377 at 4% or $18,251 at 6%; with 50% employer match about $18,251 at 4% or $12,167 at 6%; with 100% employer match about $13,688 at 4% or $9,126 at 6%. |
| 2011 | 1 | 157 | $851,913 | $149,821 | $954iApproximate average salary by contribution assumption: employee only about $23,857 at 4% or $15,905 at 6%; with 50% employer match about $15,905 at 4% or $10,603 at 6%; with 100% employer match about $11,928 at 4% or $7,952 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 157 | $851,913 | $149,821 | $954iApproximate average salary by contribution assumption: employee only about $23,857 at 4% or $15,905 at 6%; with 50% employer match about $15,905 at 4% or $10,603 at 6%; with 100% employer match about $11,928 at 4% or $7,952 at 6%. |
| 2010 | 1 | 156 | $821,835 | $199,474 | $1,279iApproximate average salary by contribution assumption: employee only about $31,967 at 4% or $21,311 at 6%; with 50% employer match about $21,311 at 4% or $14,208 at 6%; with 100% employer match about $15,983 at 4% or $10,656 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 156 | $821,835 | $199,474 | $1,279iApproximate average salary by contribution assumption: employee only about $31,967 at 4% or $21,311 at 6%; with 50% employer match about $21,311 at 4% or $14,208 at 6%; with 100% employer match about $15,983 at 4% or $10,656 at 6%. |
| 2009 | 1 | 160 | $680,688 | $175,386 | $1,096iApproximate average salary by contribution assumption: employee only about $27,404 at 4% or $18,269 at 6%; with 50% employer match about $18,269 at 4% or $12,180 at 6%; with 100% employer match about $13,702 at 4% or $9,135 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 160 | $680,688 | $175,386 | $1,096iApproximate average salary by contribution assumption: employee only about $27,404 at 4% or $18,269 at 6%; with 50% employer match about $18,269 at 4% or $12,180 at 6%; with 100% employer match about $13,702 at 4% or $9,135 at 6%. |
| 2008 | 1 | 135 | $454,976 | $178,327 | $1,321iApproximate average salary by contribution assumption: employee only about $33,024 at 4% or $22,016 at 6%; with 50% employer match about $22,016 at 4% or $14,677 at 6%; with 100% employer match about $16,512 at 4% or $11,008 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 135 | $454,976 | $178,327 | $1,321iApproximate average salary by contribution assumption: employee only about $33,024 at 4% or $22,016 at 6%; with 50% employer match about $22,016 at 4% or $14,677 at 6%; with 100% employer match about $16,512 at 4% or $11,008 at 6%. |
| 2007 | 1 | 133 | $537,726 | $134,478 | $1,011iApproximate average salary by contribution assumption: employee only about $25,278 at 4% or $16,852 at 6%; with 50% employer match about $16,852 at 4% or $11,235 at 6%; with 100% employer match about $12,639 at 4% or $8,426 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 133 | $537,726 | $134,478 | $1,011iApproximate average salary by contribution assumption: employee only about $25,278 at 4% or $16,852 at 6%; with 50% employer match about $16,852 at 4% or $11,235 at 6%; with 100% employer match about $12,639 at 4% or $8,426 at 6%. |
| 2006 | 1 | 118 | $439,482 | $112,053 | $950iApproximate average salary by contribution assumption: employee only about $23,740 at 4% or $15,827 at 6%; with 50% employer match about $15,827 at 4% or $10,551 at 6%; with 100% employer match about $11,870 at 4% or $7,913 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 118 | $439,482 | $112,053 | $950iApproximate average salary by contribution assumption: employee only about $23,740 at 4% or $15,827 at 6%; with 50% employer match about $15,827 at 4% or $10,551 at 6%; with 100% employer match about $11,870 at 4% or $7,913 at 6%. |
| 2005 | 1 | 110 | $355,035 | $109,589 | $996iApproximate average salary by contribution assumption: employee only about $24,907 at 4% or $16,604 at 6%; with 50% employer match about $16,604 at 4% or $11,070 at 6%; with 100% employer match about $12,453 at 4% or $8,302 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 110 | $355,035 | $109,589 | $996iApproximate average salary by contribution assumption: employee only about $24,907 at 4% or $16,604 at 6%; with 50% employer match about $16,604 at 4% or $11,070 at 6%; with 100% employer match about $12,453 at 4% or $8,302 at 6%. |
| 2004 | 1 | 81 | $273,319 | $86,198 | $1,064iApproximate average salary by contribution assumption: employee only about $26,604 at 4% or $17,736 at 6%; with 50% employer match about $17,736 at 4% or $11,824 at 6%; with 100% employer match about $13,302 at 4% or $8,868 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 81 | $273,319 | $86,198 | $1,064iApproximate average salary by contribution assumption: employee only about $26,604 at 4% or $17,736 at 6%; with 50% employer match about $17,736 at 4% or $11,824 at 6%; with 100% employer match about $13,302 at 4% or $8,868 at 6%. |
| 2003 | 1 | 88 | $407,552 | $109,085 | $1,240iApproximate average salary by contribution assumption: employee only about $30,990 at 4% or $20,660 at 6%; with 50% employer match about $20,660 at 4% or $13,773 at 6%; with 100% employer match about $15,495 at 4% or $10,330 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 88 | $407,552 | $109,085 | $1,240iApproximate average salary by contribution assumption: employee only about $30,990 at 4% or $20,660 at 6%; with 50% employer match about $20,660 at 4% or $13,773 at 6%; with 100% employer match about $15,495 at 4% or $10,330 at 6%. |
| 2002 | 1 | 109 | $0 | $0 | - |
| Heritage Properties Inc. Employee Retirement Plan | - | 109 | - | - | - |
| 2001 | 1 | 79 | $0 | $0 | - |
| Heritage Properties Inc. Employee Retirement Plan | - | 79 | - | - | - |
| 2000 | 1 | 83 | $331,440 | $108,737 | $1,310iApproximate average salary by contribution assumption: employee only about $32,752 at 4% or $21,835 at 6%; with 50% employer match about $21,835 at 4% or $14,556 at 6%; with 100% employer match about $16,376 at 4% or $10,917 at 6%. |
| Heritage Properties Inc. Employee Retirement Plan | - | 83 | $331,440 | $108,737 | $1,310iApproximate average salary by contribution assumption: employee only about $32,752 at 4% or $21,835 at 6%; with 50% employer match about $21,835 at 4% or $14,556 at 6%; with 100% employer match about $16,376 at 4% or $10,917 at 6%. |