Defined Benefit (Pension) · DOL Form 5500 · 2022

Heritage Credit Union Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
52nd
Percentile by assets National rank
$48,267
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Heritage Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Heritage Credit Union · Wisconsin · Finance & Insurance

$5M in assets, 112 participants

Heritage Credit Union's Heritage Credit Union Cash Balance Defined Benefit Plan and Trust reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,384 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Heritage Credit Union Cash Balance Defined Benefit Plan and Trust covers 112 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#3,384
in Finance & Insurance (9,261 peers)
-61.6%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

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

$5,405,887 Top 48% higher than 52% 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

Heritage Credit Union Cash Balance Defined Benefit 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. Heritage Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 396048473 · Heritage Credit Union PY 2022 · Defined Benefit (Pension)

Heritage Credit Union Cash Balance Defined Benefit Plan and Trust · $5M · 112 · 52nd

  • PART $5M
  • PART 112
  • PART 52nd
  • PART Defined Benefit (Pension)
  • PART near Boyd Coffee Company Pension Plan
  • PART ind #3384

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 Wisconsin →

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

Pension Plan for the Employees of Local 3 UnionPension Plan for the Employe…$5MHeritage Credit Union Cash Balance Defined Benefit Plan and TrustHeritage Credit Union Cash B…$5MBoyd Coffee Company Pension PlanBoyd Coffee Company Pension …$5MRogers Brothers Pension Plan for Non-Bargaining EmployeesRogers Brothers Pension Plan…$5MArt Flock and Screen, Inc.,Defined Benefit Pension PlanArt Flock and Screen, Inc.,D…$5M
End-of-year total assets ($M) among Heritage Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$5M
Net Income-$9M
Employer EIN396048473
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Heritage Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Heritage Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.005405887 · Participants: 112Heritage Credit Union Cash Balance Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Heritage Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Heritage Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Boyd Coffee Company Pension Plan in WA ($5M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Heritage Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Heritage Credit Union Cash Balance Defined Benefit Plan and Trust contracted severely - down 61.6% during 2022, from $14M to $5M. Reported net income was -$9M.
Which Defined Benefit (Pension) plans are similar in size to Heritage Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boyd Coffee Company Pension Plan in WA ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heritage Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants, $9M 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 396048473.

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.