Civic Intelligence

Heritage Hall

Plan context: Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall

EIN 73-0783395 • Oklahoma City, OK • 60 filings • 10 plans

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1800 NW 122nd StOklahoma City, OK 73120-9524
Current Snapshot

Latest Year

2024

2024 Participants

182

2024 Assets

$29,311,473

2024 Contributions

$2,422,448

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$29,311,473$14,655,737$0200920172024YearValue
$29,311,473Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2711360200120132024YearValue
182Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241182$29,311,473$2,422,448$13,310iApproximate average salary by contribution assumption: employee only about $332,754 at 4% or $221,836 at 6%; with 50% employer match about $221,836 at 4% or $147,891 at 6%; with 100% employer match about $166,377 at 4% or $110,918 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-182$29,311,473$2,422,448$13,310iApproximate average salary by contribution assumption: employee only about $332,754 at 4% or $221,836 at 6%; with 50% employer match about $221,836 at 4% or $147,891 at 6%; with 100% employer match about $166,377 at 4% or $110,918 at 6%.
20231173$26,999,609$1,461,613$8,449iApproximate average salary by contribution assumption: employee only about $211,216 at 4% or $140,811 at 6%; with 50% employer match about $140,811 at 4% or $93,874 at 6%; with 100% employer match about $105,608 at 4% or $70,405 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-173$26,999,609$1,461,613$8,449iApproximate average salary by contribution assumption: employee only about $211,216 at 4% or $140,811 at 6%; with 50% employer match about $140,811 at 4% or $93,874 at 6%; with 100% employer match about $105,608 at 4% or $70,405 at 6%.
20221186$24,640,881$1,415,599$7,611iApproximate average salary by contribution assumption: employee only about $190,269 at 4% or $126,846 at 6%; with 50% employer match about $126,846 at 4% or $84,564 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-186$24,640,881$1,415,599$7,611iApproximate average salary by contribution assumption: employee only about $190,269 at 4% or $126,846 at 6%; with 50% employer match about $126,846 at 4% or $84,564 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
20211185$28,994,287$1,386,613$7,495iApproximate average salary by contribution assumption: employee only about $187,380 at 4% or $124,920 at 6%; with 50% employer match about $124,920 at 4% or $83,280 at 6%; with 100% employer match about $93,690 at 4% or $62,460 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-185$28,994,287$1,386,613$7,495iApproximate average salary by contribution assumption: employee only about $187,380 at 4% or $124,920 at 6%; with 50% employer match about $124,920 at 4% or $83,280 at 6%; with 100% employer match about $93,690 at 4% or $62,460 at 6%.
20201182$28,292,597$1,292,754$7,103iApproximate average salary by contribution assumption: employee only about $177,576 at 4% or $118,384 at 6%; with 50% employer match about $118,384 at 4% or $78,923 at 6%; with 100% employer match about $88,788 at 4% or $59,192 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-182$28,292,597$1,292,754$7,103iApproximate average salary by contribution assumption: employee only about $177,576 at 4% or $118,384 at 6%; with 50% employer match about $118,384 at 4% or $78,923 at 6%; with 100% employer match about $88,788 at 4% or $59,192 at 6%.
20193167$24,398,849$1,525,813$9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-167$24,398,849$1,525,813$9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%.
Heritage Hall Health Insurance Plan-151---
Heritage Hall Ltd and Life Insurance Plan-162---
20182152$21,129,378$1,134,415$7,463iApproximate average salary by contribution assumption: employee only about $186,581 at 4% or $124,388 at 6%; with 50% employer match about $124,388 at 4% or $82,925 at 6%; with 100% employer match about $93,291 at 4% or $62,194 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-152$21,129,378$1,134,415$7,463iApproximate average salary by contribution assumption: employee only about $186,581 at 4% or $124,388 at 6%; with 50% employer match about $124,388 at 4% or $82,925 at 6%; with 100% employer match about $93,291 at 4% or $62,194 at 6%.
Heritage Hall Health Insurance Plan-149---
20173147$21,846,307$1,075,488$7,316iApproximate average salary by contribution assumption: employee only about $182,906 at 4% or $121,937 at 6%; with 50% employer match about $121,937 at 4% or $81,292 at 6%; with 100% employer match about $91,453 at 4% or $60,969 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-142$21,846,307$1,075,488$7,574iApproximate average salary by contribution assumption: employee only about $189,346 at 4% or $126,231 at 6%; with 50% employer match about $126,231 at 4% or $84,154 at 6%; with 100% employer match about $94,673 at 4% or $63,115 at 6%.
Heritage Hall Health Insurance Plan-147---
Heritage Hall Ltd and Life Insurance Plan-142---
20163149$19,503,110$996,695$6,689iApproximate average salary by contribution assumption: employee only about $167,231 at 4% or $111,487 at 6%; with 50% employer match about $111,487 at 4% or $74,325 at 6%; with 100% employer match about $83,615 at 4% or $55,744 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-143$19,503,110$996,695$6,970iApproximate average salary by contribution assumption: employee only about $174,247 at 4% or $116,165 at 6%; with 50% employer match about $116,165 at 4% or $77,443 at 6%; with 100% employer match about $87,124 at 4% or $58,082 at 6%.
Heritage Hall Health Insurance Plan-143---
Heritage Hall Ltd and Life Insurance Plan-149---
20153151$18,723,779$1,240,536$8,215iApproximate average salary by contribution assumption: employee only about $205,387 at 4% or $136,925 at 6%; with 50% employer match about $136,925 at 4% or $91,283 at 6%; with 100% employer match about $102,693 at 4% or $68,462 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-148$18,723,779$1,240,536$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
Heritage Hall Health Insurance Plan-143---
Heritage Hall Ltd and Life Insurance Plan-151---
20143152$19,361,864$941,794$6,196iApproximate average salary by contribution assumption: employee only about $154,900 at 4% or $103,267 at 6%; with 50% employer match about $103,267 at 4% or $68,845 at 6%; with 100% employer match about $77,450 at 4% or $51,633 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-142$19,361,864$941,794$6,632iApproximate average salary by contribution assumption: employee only about $165,809 at 4% or $110,539 at 6%; with 50% employer match about $110,539 at 4% or $73,693 at 6%; with 100% employer match about $82,904 at 4% or $55,270 at 6%.
Heritage Hall Health Insurance Plan-138---
Heritage Hall Ltd and Life Insurance Plan-152---
20133160$18,429,243$925,108$5,782iApproximate average salary by contribution assumption: employee only about $144,548 at 4% or $96,365 at 6%; with 50% employer match about $96,365 at 4% or $64,244 at 6%; with 100% employer match about $72,274 at 4% or $48,183 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-160$18,429,243$925,108$5,782iApproximate average salary by contribution assumption: employee only about $144,548 at 4% or $96,365 at 6%; with 50% employer match about $96,365 at 4% or $64,244 at 6%; with 100% employer match about $72,274 at 4% or $48,183 at 6%.
Heritage Hall Health Insurance Plan-139---
Heritage Hall Ltd and Life Insurance Plan-149---
20123159$15,493,830$872,489$5,487iApproximate average salary by contribution assumption: employee only about $137,184 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,971 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-159$15,493,830$872,489$5,487iApproximate average salary by contribution assumption: employee only about $137,184 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,971 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%.
Heritage Hall Health Insurance Plan-139---
Heritage Hall Ltd and Life Insurance Plan-149---
20113248$13,797,860$799,144$3,222iApproximate average salary by contribution assumption: employee only about $80,559 at 4% or $53,706 at 6%; with 50% employer match about $53,706 at 4% or $35,804 at 6%; with 100% employer match about $40,279 at 4% or $26,853 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-248$13,797,860$799,144$3,222iApproximate average salary by contribution assumption: employee only about $80,559 at 4% or $53,706 at 6%; with 50% employer match about $53,706 at 4% or $35,804 at 6%; with 100% employer match about $40,279 at 4% or $26,853 at 6%.
Heritage Hall Health Insurance Plan-140---
Heritage Hall Ltd and Life Insurance Plan-152---
20103252$13,846,591$761,725$3,023iApproximate average salary by contribution assumption: employee only about $75,568 at 4% or $50,379 at 6%; with 50% employer match about $50,379 at 4% or $33,586 at 6%; with 100% employer match about $37,784 at 4% or $25,189 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-252$13,846,591$761,725$3,023iApproximate average salary by contribution assumption: employee only about $75,568 at 4% or $50,379 at 6%; with 50% employer match about $50,379 at 4% or $33,586 at 6%; with 100% employer match about $37,784 at 4% or $25,189 at 6%.
Heritage Hall Health Insurance Plan-139---
Heritage Hall Ltd and Life Insurance Plan-148---
20093271$12,243,907$665,299$2,455iApproximate average salary by contribution assumption: employee only about $61,374 at 4% or $40,916 at 6%; with 50% employer match about $40,916 at 4% or $27,278 at 6%; with 100% employer match about $30,687 at 4% or $20,458 at 6%.
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-271$12,243,907$665,299$2,455iApproximate average salary by contribution assumption: employee only about $61,374 at 4% or $40,916 at 6%; with 50% employer match about $40,916 at 4% or $27,278 at 6%; with 100% employer match about $30,687 at 4% or $20,458 at 6%.
Heritage Hall Health Insurance Plan-131---
Heritage Hall Ltd and Life Insurance Plan-137---
20083136$0$0-
Heritage Hall Ltd and Life Insurance Plan-136---
Heritage Hall Health Insurance Plan-126---
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
20072123$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
Heritage Hall Ltd and Life Insurance Plan-123---
20063119$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
Heritage Hall Health Insurance Plan-119---
Heritage Hall Ltd and Life Insurance Plan-117---
20053112$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
Heritage Hall Ltd and Life Insurance Plan-111---
Heritage Hall Health Insurance Plan-112---
20043110$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
Heritage Hall Health Insurance Plan-105---
Heritage Hall Ltd and Life Insurance Plan-110---
20033120$0$0-
Heritage Hall Ltd and Life Insurance Plan-120---
Emio-0---
Heritage Hall Health Insurance Plan-107---
20022115$0$0-
Heritage Hall Ltd and Life Insurance Plan-115---
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
20012121$0$0-
Heritage Hall Ltd and Life Insurance Plan-121---
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
200010$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---
199910$0$0-
Tiaa - Cref Retirement Plan and Tax Deferred Annuity Plan for All Employees of Heritage Hall-0---