401(k) · DOL Form 5500 · 2022

United Heritage Financial Group 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
168
Participants Small participant base
84th
Percentile by assets National rank
$204,951
Avg per participant Above avg balance/head
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Official DOL plan name: United Heritage Financial Group 401(k) Plan · Sponsored by United Heritage Financial Group · Idaho · Finance & Insurance

$34M in assets, 168 participants

United Heritage Financial Group's United Heritage Financial Group 401(k) Plan reported $34M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,931 in Finance & Insurance (9,261 peers)

Coverage in Idaho

United Heritage Financial Group 401(k) Plan covers 168 participants in Idaho, about 48% of the average Idaho filer (state average ~347 per filing). Assets: $34M.

#6,931
in Finance & Insurance (9,261 peers)
-23.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Heritage Financial Group 401(k) Plan's outsized position by total assets

United Heritage Financial Group 401(k) Plan vs every filed plan by assets

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

$34,431,788 Top 16% higher than 84% 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 Financial Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Heritage Financial Group 401(k) Plan sits mid-pack in the medium band (168 participants).

EBSA filing schedule strip

Filing strip 820464401 · United Heritage Financial Group PY 2022 · 401(k)

United Heritage Financial Group 401(k) Plan · $34M · 168 · 84th

  • SCH $34M
  • EBSA 168
  • PART 84th
  • TYPE 401(k)
  • NET near Harbor Group Management Co. 401(k) Plan
  • BOOK ind #6931

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 Idaho →

United Heritage Financial Group 401(k) Plan in the asset neighbourhood

Fabricut, Inc. 401(k) Retirement PlanFabricut, Inc. 401(k) Retire…$34MGreat Wolf Resorts, Inc. 401(k) PlanGreat Wolf Resorts, Inc. 401…$34MCadwell Industries, Inc. 401(k) Profit Sharing PlanCadwell Industries, Inc. 401…$34MUnited Heritage Financial Group 401(k) PlanUnited Heritage Financial Gr…$34MHarbor Group Management Co. 401(k) PlanHarbor Group Management Co. …$34M
End-of-year total assets ($M) among United Heritage Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Idaho filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$34M
Net Income-$11M
Employer EIN820464401
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Heritage Financial Group)

Sponsor-wide plan assets over time

All United Heritage Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.773627207509527% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.4M $39.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 168 $34M
2023 1 168 $37M
2024 1 162 $40M

Nearby 401(k) Plans in Idaho

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Heritage Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants United Heritage Financial Group 401(k) Plan, Total assets ($B): 0.034431788 · Participants: 168United Heritage Financial Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 2.812369388 · Participants: 9161Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 1.939840919 · Participants: 5961Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.118817578 · Participants: 7817Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.693699505 · Participants: 2009Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.536496114 · Participants: 3405Boise Cascade Company Savings Plan
United Heritage Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare United Heritage Financial Group 401(k) Plan side-by-side with 3 peers →

United Heritage Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Harbor Group Management Co. 401(k) Plan in VA ($34M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

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 Financial Group 401(k) Plan assets move in 2022? ▼
United Heritage Financial Group 401(k) Plan declined sharply - down 23.7% during 2022, from $45M to $34M. Reported net income was -$11M.
How have United Heritage Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Heritage Financial Group's sponsor-wide assets grew 14.8%, from $34M to $40M.
Where does United Heritage Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
United Heritage Financial Group 401(k) Plan ranks in the 84th 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 401(k) plans are similar in size to United Heritage Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harbor Group Management Co. 401(k) Plan in VA ($34M, 1,092 participants).
Which 401(k) plans cover a similar participant headcount to United Heritage Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A 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 820464401.

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.