Powered by OnlyBoth

Benchmarking Heritage Bank Retirement Plan in Aurora, NE against all plans

 

Heritage Bank Retirement Plan in Aurora, NE has the highest average account balance ($71,792) of all the 15 plans within 50 miles. That $71,792 compares to an average of $33,980 across those 15 plans.

Beating the average of $33,980 means an extra $3,743,335 in total assets.

Note: average account balance = total assets ÷ total participants

Heritage Bank Retirement Plan has these standings among those 15 peer plans:

  • average account balance = $71,792 (the highest)

  • total assets = $7,107,372 (6th-most)

  • total participants = 99 (2nd-fewest)

Visualize

 
 

Peers

beat Jelinek Hardware Company Safe Harbor 401(K) Profit Sharing Plan in Grand Island, NE ($71,145), Centennial Plastics, Inc. Retirement Plan in Hastings, NE ($57,196), Norder Supply, Inc. 401(K) Profit-Sharing Plan in Bruning, NE ($52,052), and Consolidated Concrete Co. Employees Savings Trust in Hastings, NE ($47,475), and 10 others, ending with Pizza Hut 401(K) Profit Sharing Plan in Grand Island, NE ($8,420).

References

  1. average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.