401(k) · DOL Form 5500 · 2023

First Heritage Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
131
Participants Small participant base
65th
Percentile by assets National rank
$104,334
Avg per participant Below avg balance/head
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Official DOL plan name: First Heritage Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by First Heritage Federal Credit Union · New York · Finance & Insurance

$14M in assets, 131 participants

First Heritage Federal Credit Union's First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported $14M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,471 in Finance & Insurance (8,869 peers)

Coverage in New York

First Heritage Federal Credit Union 401(k) Retirement Savings Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $14M.

#4,471
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY

First Heritage Federal Credit Union 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,667,695 Top 35% higher than 65% of 127,068 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 2023

First Heritage Federal Credit Union 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Heritage Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported participants rose from 127 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160802201 · First Heritage Federal Credit Union PY 2023 · 401(k)

First Heritage Federal Credit Union 401(k) Retirement Savings Plan · $14M · 131 · 65th

  • PART $14M
  • TYPE 131
  • NET 65th
  • BOOK 401(k)
  • VS-ST near US Century Bank 401(k) Plan
  • BOY ind #4471

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 →

First Heritage Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

First Heritage Federal Credit Union 401(k) Retirement Savings PlanFirst Heritage Federal Credi…$14MUS Century Bank 401(k) Plan$14MEnv 401(k) Plan$14MOmnyon Retirement Savings PlanOmnyon Retirement Savings Pl…$14MW. T. Byler Co. Inc. 401(k) PlanW. T. Byler Co. Inc. 401(k) …$14M
End-of-year total assets ($M) among First Heritage Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN160802201
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Heritage Federal Credit Union)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$16M 42.58048639978503% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 127 $11M
2023 1 131 $14M
2024 1 136 $16M

Nearby 401(k) Plans in New York

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

First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First Heritage Federal Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.013667695 · Participants: 131First Heritage Federal Credit Union 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare First Heritage Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is US Century Bank 401(k) Plan in FL ($14M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Heritage Federal Credit Union 401(k) Retirement Savings Plan assets move in 2023? ▼
First Heritage Federal Credit Union 401(k) Retirement Savings Plan grew sharply - up 21.8% during 2023, from $11M to $14M. Reported net income was $2M.
How have First Heritage Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Heritage Federal Credit Union's sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to First Heritage Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Century Bank 401(k) Plan in FL ($14M, 189 participants).
Which 401(k) plans cover a similar participant headcount to First Heritage Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160802201.

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.