401(k) · DOL Form 5500 · 2022

Community Heritage Financial 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
156
Participants Small participant base
57th
Percentile by assets National rank
$44,464
Avg per participant Low balance/head
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Official DOL plan name: Community Heritage Financial 401 (K) Profit Sharing Plan · Sponsored by Community Heritage Financial · Maryland · Finance & Insurance

$7M in assets, 156 participants

Community Heritage Financial's Community Heritage Financial 401 (K) Profit Sharing Plan reported $7M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,788 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Community Heritage Financial 401 (K) Profit Sharing Plan covers 156 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $7M.

#3,788
in Finance & Insurance (9,261 peers)
-5.8%
assets change YoY

The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Heritage Financial 401 (K) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Community Heritage Financial 401 (K) Profit Sharing Plan vs every filed plan by assets

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

$6,936,437 Top 43% higher than 57% 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

Community Heritage Financial 401 (K) Profit Sharing 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. Community Heritage Financial 401 (K) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 831950225 · Community Heritage Financial PY 2022 · 401(k)

Community Heritage Financial 401 (K) Profit Sharing Plan · $7M · 156 · 57th

  • BOOK $7M
  • VS-ST 156
  • BOY 57th
  • SCH 401(k)
  • EBSA near Oostburg Concrete Products, Inc. 401(k) Plan
  • PART ind #3788

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 Maryland →

Community Heritage Financial 401 (K) Profit Sharing Plan in the asset neighbourhood

Community Heritage Financial 401 (K) Profit Sharing PlanCommunity Heritage Financial…$7MOostburg Concrete Products, Inc. 401(k) PlanOostburg Concrete Products, …$7MDameron Alloy Foundries Corporation 401(k) PlanDameron Alloy Foundries Corp…$7MKerasotes Showplace Theatres 401(k) Savings PlanKerasotes Showplace Theatres…$7MHulst-Jepsen Physical Therapy$7M
End-of-year total assets ($M) among Community Heritage Financial 401 (K) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$428K
Employer EIN831950225
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Heritage Financial)

Sponsor-wide plan assets over time

All Community Heritage Financial plans reported in each filing year

Latest sponsor-wide plan assets
$10M 49.125120000369066% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.94M $10.3M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 156 $7M
2023 1 168 $9M
2024 1 156 $10M

Nearby 401(k) Plans in Maryland

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

Community Heritage Financial 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Community Heritage Financial 401 (K) Profit Sharing Plan, Total assets ($B): 0.006936437 · Participants: 156Community Heritage Financial 401 (K) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Community Heritage Financial 401 (K) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Community Heritage Financial 401 (K) Profit Sharing Plan side-by-side with 3 peers →

Community Heritage Financial 401 (K) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Oostburg Concrete Products, Inc. 401(k) Plan in WI ($7M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Community Heritage Financial 401 (K) Profit Sharing Plan assets move in 2022? ▼
Community Heritage Financial 401 (K) Profit Sharing Plan pulled back noticeably - down 5.8% during 2022, from $7M to $7M. Reported net income was -$428K.
How have Community Heritage Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Heritage Financial's sponsor-wide assets grew 49.1%, from $7M to $10M.
Which 401(k) plans are similar in size to Community Heritage Financial 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oostburg Concrete Products, Inc. 401(k) Plan in WI ($7M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Community Heritage Financial 401 (K) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 831950225.

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.