401(k) · DOL Form 5500 · 2022

First Heritage Credit, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
321
Participants Below avg headcount
55th
Percentile by assets National rank
$19,076
Avg per participant Low balance/head
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Official DOL plan name: First Heritage Credit, LLC 401(k) Profit Sharing Plan · Sponsored by First Heritage Credit, LLC · Mississippi · Finance & Insurance

$6M in assets, 321 participants

First Heritage Credit, LLC's First Heritage Credit, LLC 401(k) Profit Sharing Plan reported $6M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,568 in Finance & Insurance (9,261 peers)

2022 asset change

First Heritage Credit, LLC 401(k) Profit Sharing Plan declined sharply 22.4% in 2022 ($8M → $6M) for 321 participants.

#3,568
in Finance & Insurance (9,261 peers)
-22.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Heritage Credit, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

First Heritage Credit, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,123,355 Top 45% higher than 55% 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

First Heritage Credit, LLC 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. First Heritage Credit, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (321 participants).

DOL schedule card

Filing strip 640928203 · First Heritage Credit, LLC PY 2022 · 401(k)

First Heritage Credit, LLC 401(k) Profit Sharing Plan · $6M · 321 · 55th

  • 5500 $6M
  • ASSETS 321
  • PCT 55th
  • EIN 401(k)
  • RANK near President Titanium 401(k) Profit Sharing Plan
  • PHOTO ind #3568

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 Mississippi →

First Heritage Credit, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

First Heritage Credit, LLC 401(k) Profit Sharing PlanFirst Heritage Credit, LLC 4…$6MPresident Titanium 401(k) Profit Sharing PlanPresident Titanium 401(k) Pr…$6MMichigan State Brewers & Distributors Severance & Retirement Plan & TrustMichigan State Brewers & Dis…$6MHfw Profit Sharing Plan$6MAshton Potter (USA) Ltd. 401(k) Plan and TrustAshton Potter (USA) Ltd. 401…$6M
End-of-year total assets ($M) among First Heritage Credit, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First Heritage Credit, LLC years around the 2022 move

Sponsor-wide plan assets over time

All First Heritage Credit, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M$8M 20222023 $6.12M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 321 $6M
2023 1 266 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN640928203
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

First Heritage Credit, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -2000200400600800 Total assets ($M) Participants First Heritage Credit, LLC 401(k) Profit Sharing Plan, Total assets ($M): 6.123355 · Participants: 321First Heritage Credit, LLC 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
First Heritage Credit, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare First Heritage Credit, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Heritage Credit, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is President Titanium 401(k) Profit Sharing Plan in MA ($6M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 First Heritage Credit, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
First Heritage Credit, LLC 401(k) Profit Sharing Plan declined sharply - down 22.4% during 2022, from $8M to $6M. Reported net income was -$2M.
Which 401(k) plans are similar in size to First Heritage Credit, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is President Titanium 401(k) Profit Sharing Plan in MA ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to First Heritage Credit, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fdf Energy Services, LLC 401(k) Plan in LA (321 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 640928203.

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.