Heritage Financial Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heritage Financial Corporation (EIN 911857900)
  • Plan Type: 401(k)
  • Total Participants: 758
  • Total Assets: $112.2M
  • Sponsor State: WA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024758$112.2M$1.8M$6.1M
2023805$101.7M$1.9M$6.5M
2022824$88.0M$1.8M$5.8M

Service Providers

  • CROWE LLP — Accountant / Independent Qualified Public Accountant

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