Defined Benefit (Pension) · DOL Form 5500 · 2022

United Heritage Credit Union Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
64
Participants Small participant base
75th
Percentile by assets National rank
$268,996
Avg per participant High balance/head
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Official DOL plan name: United Heritage Credit Union Defined Benefit Plan and Trust · Sponsored by United Heritage Credit Union · Texas · Finance & Insurance

$17M in assets, 64 participants

United Heritage Credit Union's United Heritage Credit Union Defined Benefit Plan and Trust reported $17M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,610 in Finance & Insurance (9,261 peers)

Where United Heritage Credit Union Defined Benefit Plan and Trust sits by assets

United Heritage Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $17M for 64 participants (~$268,996/participant), down 14.9% in 2022.

#5,610
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Heritage Credit Union Defined Benefit Plan and Trust's outsized position by total assets

United Heritage Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,215,730 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

United Heritage Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Heritage Credit Union Defined Benefit Plan and Trust is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 741288659 · United Heritage Credit Union PY 2022 · Defined Benefit (Pension)

United Heritage Credit Union Defined Benefit Plan and Trust · $17M · 64 · 75th

  • PHOTO $17M
  • IND 64
  • EOY 75th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Communications Workers of America Adjustable Pension Plan
  • PCT ind #5610

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

United Heritage Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Paul Mueller Company Contract Employees Retirement PlanPaul Mueller Company Contrac…$17MPension Plan for Employees of California Labor Federation AFL-CIOPension Plan for Employees o…$17MCommunications Workers of America Adjustable Pension PlanCommunications Workers of Am…$17MNassau Candy Pension Plan$17MUnited Heritage Credit Union Defined Benefit Plan and TrustUnited Heritage Credit Union…$17M
End-of-year total assets ($M) among United Heritage Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN741288659
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Heritage Credit Union)

Sponsor-wide plan assets over time

All United Heritage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 7.313635300690562% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $26.6M $28.5M ▲ +7.3%
Year Plans Participants Total Assets
2022 2 254 $27M
2023 2 272 $28M
2024 2 286 $29M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Heritage Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.01721573 · Participants: 64United Heritage Credit Union Defined Benefit Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare United Heritage Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

United Heritage Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Communications Workers of America Adjustable Pension Plan in DC ($17M); by covered participants it is Badger Foundry Company Pension Plan in MN (64 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Heritage Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
United Heritage Credit Union Defined Benefit Plan and Trust pulled back noticeably - down 14.9% during 2022, from $20M to $17M. Reported net income was -$3M.
How have United Heritage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Heritage Credit Union's sponsor-wide assets grew 7.3%, from $27M to $29M.
Where does United Heritage Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
United Heritage Credit Union Defined Benefit Plan and Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Communications Workers of America Adjustable Pension Plan in DC ($17M, 407 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Badger Foundry Company Pension Plan in MN (64 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741288659.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.