401(k) · DOL Form 5500 · 2022

American Heritage Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
630
Participants Below avg headcount
84th
Percentile by assets National rank
$53,066
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Heritage Federal Credit Union 401(k) Plan and Trust · Sponsored by American Heritage Federal Credit Union · Pennsylvania · Finance & Insurance

$33M in assets, 630 participants

American Heritage Federal Credit Union's American Heritage Federal Credit Union 401(k) Plan and Trust reported $33M in total assets and 630 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.

  • #6,871 in Finance & Insurance (9,261 peers)

Where American Heritage Federal Credit Union 401(k) Plan and Trust sits by assets

American Heritage Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 630 participants (~$53,066/participant), down 10.0% in 2022.

#6,871
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Heritage Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

American Heritage Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$33,431,747 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

American Heritage Federal Credit Union 401(k) Plan and Trust 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. American Heritage Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (630 participants).

Plan-year Form 5500 strip

Filing strip 231370526 · American Heritage Federal Credit Union PY 2022 · 401(k)

American Heritage Federal Credit Union 401(k) Plan and Trust · $33M · 630 · 84th

  • EIN $33M
  • RANK 630
  • PHOTO 84th
  • IND 401(k)
  • EOY near Big C Lumber Co., Inc. Profit Sharing Plan
  • 5500 ind #6871

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 Pennsylvania →

American Heritage Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

American Heritage Federal Credit Union 401(k) Plan and TrustAmerican Heritage Federal Cr…$33MBig C Lumber Co., Inc. Profit Sharing PlanBig C Lumber Co., Inc. Profi…$33MOrenco Systems, Inc. Retirement PlanOrenco Systems, Inc. Retirem…$33MMaverick USA, Inc 401(k) Retirement PlanMaverick USA, Inc 401(k) Ret…$33MNuco2 Management LLC 401(k) Savings & Retirement PlanNuco2 Management LLC 401(k) …$33M
End-of-year total assets ($M) among American Heritage Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN231370526
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heritage Federal Credit Union)

Sponsor-wide plan assets over time

All American Heritage Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$50M 48.114993811122105% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.4M $49.5M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 630 $33M
2023 1 613 $41M
2024 1 631 $50M

Nearby 401(k) Plans in Pennsylvania

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

American Heritage Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants American Heritage Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.033431747 · Participants: 630American Heritage Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
American Heritage Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare American Heritage Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

American Heritage Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Big C Lumber Co., Inc. Profit Sharing Plan in IN ($33M); by covered participants it is H & S Companies 401(k) Plan in TX (630 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (630 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 American Heritage Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
American Heritage Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 10.0% during 2022, from $37M to $33M. Reported net income was -$4M.
How have American Heritage Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Federal Credit Union's sponsor-wide assets grew 48.1%, from $33M to $50M.
Where does American Heritage Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
American Heritage Federal Credit Union 401(k) Plan and Trust 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 American Heritage Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Big C Lumber Co., Inc. Profit Sharing Plan in IN ($33M, 290 participants).
Which 401(k) plans cover a similar participant headcount to American Heritage Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is H & S Companies 401(k) Plan in TX (630 participants, $2M 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 231370526.

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.