401(k) · DOL Form 5500 · 2022
Heritage Financial Credit Union 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $56,001
- Avg per participant Low balance/head
Official DOL plan name: Heritage Financial Credit Union Capital Accumulation Plan · Sponsored by Heritage Financial Credit Union · New York · Finance & Insurance
$7M in assets, 119 participants
Heritage Financial Credit Union's Heritage Financial Credit Union Capital Accumulation Plan reported $7M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #3,713 in Finance & Insurance (9,261 peers)
Coverage in New York
Heritage Financial Credit Union Capital Accumulation Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #3,713
- in Finance & Insurance (9,261 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $922K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Financial Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers
Heritage Financial Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,664,158 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage Financial Credit Union Capital Accumulation 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. Heritage Financial Credit Union Capital Accumulation Plan sits mid-pack in the medium band (119 participants).
Published 5500 schedule card
Filing strip 141348251 · Heritage Financial Credit Union PY 2022 · 401(k)
Heritage Financial Credit Union Capital Accumulation Plan · $7M · 119 · 56th
- PART $7M
- TYPE 119
- NET 56th
- BOOK 401(k)
- VS-ST near Ubg 401(k) - Imperial
- BOY ind #3713
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 New York →
Heritage Financial Credit Union Capital Accumulation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$922K |
| Employer EIN | 141348251 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Financial Credit Union)
Sponsor-wide plan assets over time
All Heritage Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.613680227869748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $7M |
| 2023 | 1 | 111 | $7M |
| 2024 | 1 | 129 | $7M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Heritage Financial Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ubg 401(k) - Imperial in NC ($7M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Ubg 401(k) - Imperial (NC) $7M · 244
- Visionweb 401(k) Plan (TX) $7M · 95
- Tate Automotive Group 401(k) Savings Plan (MD) $7M · 153
- Lancaster Archery Supply 401(k) Plan (PA) $7M · 119
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Apreva Hospice 401(k) Plan (CA) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Shinn 401(k) Retirement Plan (IA) 119 · 0 off
- Utah Medical Products, Inc. 401(k) Retirement Plan (UT) 119 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.