OpenERISA

Heritage Financial Corporation

dba Heritage Bank

Tacoma, WA, 98418

EIN 91-1857900
Plans
2
Total participants
9,207
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522110
Plan sponsors in WashingtonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500003Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust758
2024Form 5500501Heritage Financial Corporation Welfare Benefit Plan759
2023Form 5500003Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust805
2023Form 5500501Heritage Financial Corporation Welfare Benefit Plan819
2023Form 5500501Heritage Financial Corporation Welfare Benefit Plan1,107
2023Form 5500501Heritage Financial Corporation Welfare Benefit Plan867
2022Form 5500003Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust824
2022Form 5500501Heritage Financial Corporation Welfare Benefit Plan825
2021Form 5500003Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust787
2021Form 5500501Heritage Financial Corporation Welfare Benefit Plan780
2020Form 5500003Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust876

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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