401(k) · DOL Form 5500 · 2023

United Heritage Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
214
Participants Below avg headcount
57th
Percentile by assets National rank
$44,053
Avg per participant Low balance/head
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Official DOL plan name: United Heritage Credit Union Employees' 401(k) Plan · Sponsored by United Heritage Credit Union · Texas · Finance & Insurance

$9M in assets, 214 participants

United Heritage Credit Union's United Heritage Credit Union Employees' 401(k) Plan reported $9M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,724 in Finance & Insurance (8,869 peers)

Coverage in Texas

United Heritage Credit Union Employees' 401(k) Plan covers 214 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,724
in Finance & Insurance (8,869 peers)
+0.9%
assets growth YoY

United Heritage Credit Union Employees' 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

United Heritage Credit Union Employees' 401(k) Plan vs every filed plan by assets

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

$9,427,270 Top 43% higher than 57% 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

United Heritage Credit Union Employees' 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. United Heritage Credit Union Employees' 401(k) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Heritage Credit Union Employees' 401(k) Plan reported net income rose from -$779K in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • United Heritage Credit Union Employees' 401(k) Plan reported participants rose from 190 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741288659 · United Heritage Credit Union PY 2023 · 401(k)

United Heritage Credit Union Employees' 401(k) Plan · $9M · 214 · 57th

  • PHOTO $9M
  • IND 214
  • EOY 57th
  • 5500 401(k)
  • ASSETS near The Korea Daily 401(k) Plan
  • PCT ind #3724

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 Texas →

United Heritage Credit Union Employees' 401(k) Plan in the asset neighbourhood

United Heritage Credit Union Employees' 401(k) PlanUnited Heritage Credit Union…$9MThe Korea Daily 401(k) Plan$9MJpw Riggers, Inc. Retirement Savings PlanJpw Riggers, Inc. Retirement…$9MContinental Fire & Safety Services, LLC 401(k) PlaContinental Fire & Safety Se…$9MSa Support Services, Inc. 401(k) Profit Sharing Plan and TrustSa Support Services, Inc. 40…$9M
End-of-year total assets ($M) among United Heritage Credit Union Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$83K
Employer EIN741288659
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Heritage Credit Union)

Sponsor-wide plan assets over time

All United Heritage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 7.313635300690562% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $26.6M $28.5M ▲ +7.3%
Year Plans Participants Total Assets
2022 2 254 $27M
2023 2 272 $28M
2024 2 286 $29M

Nearby 401(k) Plans in Texas

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

United Heritage Credit Union Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Heritage Credit Union Employees' 401(k) Plan, Total assets ($B): 0.00942727 · Participants: 214United Heritage Credit Union Employees' 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
United Heritage Credit Union Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare United Heritage Credit Union Employees' 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Korea Daily 401(k) Plan in CA ($9M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 United Heritage Credit Union Employees' 401(k) Plan assets move in 2023? ▼
United Heritage Credit Union Employees' 401(k) Plan held essentially flat - up 0.9% during 2023, from $9M to $9M. Reported net income was $83K.
How have United Heritage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Heritage Credit Union's sponsor-wide assets grew 7.3%, from $27M to $29M.
Which 401(k) plans are similar in size to United Heritage Credit Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Korea Daily 401(k) Plan in CA ($9M, 69 participants).
Which 401(k) plans cover a similar participant headcount to United Heritage Credit Union Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 741288659.

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.