401(k) · DOL Form 5500 · 2023

Heritage Family Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
160
Participants Small participant base
67th
Percentile by assets National rank
$94,750
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heritage Family Federal Credit Union 401(k) Plan · Sponsored by Heritage Family Federal Credit Union · Vermont · Finance & Insurance

$15M in assets, 160 participants

Heritage Family Federal Credit Union's Heritage Family Federal Credit Union 401(k) Plan reported $15M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,658 in Finance & Insurance (8,869 peers)

Heritage Family Federal Credit Union multi-year trail

Heritage Family Federal Credit Union's plans moved +13.1% in assets from 2022 to 2024; this filing shows Heritage Family Federal Credit Union 401(k) Plan at $15M / 160 participants.

#4,658
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY

Heritage Family Federal Credit Union 401(k) Plan's outsized position by total assets

Heritage Family Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$15,160,014 Top 33% higher than 67% 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

Heritage Family Federal Credit Union 401(k) 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. Heritage Family Federal Credit Union 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Family Federal Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heritage Family Federal Credit Union 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Heritage Family Federal Credit Union 401(k) Plan reported participants fell from 163 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030214269 · Heritage Family Federal Credit Union PY 2023 · 401(k)

Heritage Family Federal Credit Union 401(k) Plan · $15M · 160 · 67th

  • SCH $15M
  • EBSA 160
  • PART 67th
  • TYPE 401(k)
  • NET near Wss 401(k) Plan
  • BOOK ind #4658

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 Vermont →

Heritage Family Federal Credit Union 401(k) Plan in the asset neighbourhood

Heritage Family Federal Credit Union 401(k) PlanHeritage Family Federal Cred…$15MWss 401(k) Plan$15MPeak Industrial Inc. Retirement Savings PlanPeak Industrial Inc. Retirem…$15MManganaro 401(k) Plan$15MMarous Brothers Construction 401(k) Profit Sharing PlanMarous Brothers Construction…$15M
End-of-year total assets ($M) among Heritage Family Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heritage Family Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 13.087845589037425% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.6M $36.8M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 292 $33M
2023 2 273 $37M
2024 2 271 $37M

Heritage Family Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN030214269
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Heritage Family Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Heritage Family Federal Credit Union 401(k) Plan, Total assets ($B): 0.015160014 · Participants: 160Heritage Family Federal Credit Union 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Heritage Family Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Heritage Family Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is Wss 401(k) Plan in CA ($15M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Heritage Family Federal Credit Union 401(k) Plan assets move in 2023? ▼
Heritage Family Federal Credit Union 401(k) Plan grew sharply - up 17.2% during 2023, from $13M to $15M. Reported net income was $2M.
How have Heritage Family Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Family Federal Credit Union's sponsor-wide assets grew 13.1%, from $33M to $37M.
Which 401(k) plans are similar in size to Heritage Family Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wss 401(k) Plan in CA ($15M, 1,402 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Family Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 030214269.

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.