401(k) · DOL Form 5500 · 2023
United Heritage Financial Group 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $220,491
- Avg per participant Above avg balance/head
Official DOL plan name: United Heritage Financial Group 401(k) Plan · Sponsored by United Heritage Financial Group · Idaho · Finance & Insurance
$37M in assets, 168 participants
United Heritage Financial Group's United Heritage Financial Group 401(k) Plan reported $37M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,438 in Finance & Insurance (8,869 peers)
Coverage in Idaho
United Heritage Financial Group 401(k) Plan covers 168 participants in Idaho, about 48% of the average Idaho filer (state average ~347 per filing). Assets: $37M.
- #6,438
- in Finance & Insurance (8,869 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Heritage Financial Group 401(k) Plan's outsized position by total assets
United Heritage Financial Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,042,539 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Heritage Financial Group 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 Financial Group 401(k) Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Heritage Financial Group 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- United Heritage Financial Group 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 820464401 · United Heritage Financial Group PY 2023 · 401(k)
United Heritage Financial Group 401(k) Plan · $37M · 168 · 82nd
- VS-ST $37M
- BOY 168
- SCH 82nd
- EBSA 401(k)
- PART near Rli Services LLC 401(k) Plan
- TYPE ind #6438
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 Idaho →
United Heritage Financial Group 401(k) Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 820464401 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Heritage Financial Group)
Sponsor-wide plan assets over time
All United Heritage Financial Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 14.773627207509527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $34M |
| 2023 | 1 | 168 | $37M |
| 2024 | 1 | 162 | $40M |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
United Heritage Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Rli Services LLC 401(k) Plan in IL ($37M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Rli Services LLC 401(k) Plan (IL) $37M · 407
- N.S. International, Ltd. 401(k) Plan (MI) $37M · 187
- Sperber Landscape Companies and Subsidiaries 401(k) Plan (CA) $37M · 3,515
- Learneo, Inc. 401(k) Plan (CA) $37M · 302
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.