Defined Benefit (Pension) · DOL Form 5500 · 2023

United Heritage Credit Union Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
58
Participants Small participant base
71st
Percentile by assets National rank
$312,410
Avg per participant High balance/head
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Official DOL plan name: United Heritage Credit Union Defined Benefit Plan and Trust · Sponsored by United Heritage Credit Union · Texas · Finance & Insurance

$18M in assets, 58 participants

United Heritage Credit Union's United Heritage Credit Union Defined Benefit Plan and Trust reported $18M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,047 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

United Heritage Credit Union Defined Benefit Plan and Trust holds $18M for 58 participants - about $312,410 per participant, above the median plan by assets.

#5,047
in Finance & Insurance (8,869 peers)
+5.3%
assets growth YoY

United Heritage Credit Union Defined Benefit Plan and Trust's outsized position by total assets

United Heritage Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$18,119,762 Top 29% higher than 71% 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 Defined Benefit Plan and Trust among smaller 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 Defined Benefit Plan and Trust is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Heritage Credit Union Defined Benefit Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $904K in the plan year 2023 filing.
  • United Heritage Credit Union Defined Benefit Plan and Trust reported participants fell from 64 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • United Heritage Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $18M 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 · Defined Benefit (Pension)

United Heritage Credit Union Defined Benefit Plan and Trust · $18M · 58 · 71st

  • PCT $18M
  • EIN 58
  • RANK 71st
  • PHOTO Defined Benefit (Pension)
  • IND near Perishable Food Industry Pension Fund
  • EOY ind #5047

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 Defined Benefit Plan and Trust in the asset neighbourhood

United Heritage Credit Union Defined Benefit Plan and TrustUnited Heritage Credit Union…$18MPerishable Food Industry Pension FundPerishable Food Industry Pen…$18MCsc Outsourcing Inc Hourly Pension PlanCsc Outsourcing Inc Hourly P…$18MPainters Local No. 109 Pension FundPainters Local No. 109 Pensi…$18MKennametal Inc. and UAW Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance EmployeesKennametal Inc. and UAW Incl…$18M
End-of-year total assets ($M) among United Heritage Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$904K
Employer EIN741288659
Plan Effective Date1982-01-01
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 Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants United Heritage Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.018119762 · Participants: 58United Heritage Credit Union Defined Benefit Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare United Heritage Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

United Heritage Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Perishable Food Industry Pension Fund in NY ($18M); by covered participants it is Exchange Bank Retirement Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Defined Benefit Plan and Trust assets move in 2023? ▼
United Heritage Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 5.3% during 2023, from $17M to $18M. Reported net income was $904K.
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 Defined Benefit (Pension) plans are similar in size to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Perishable Food Industry Pension Fund in NY ($18M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exchange Bank Retirement Plan in CA (58 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 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.