Defined Benefit (Pension) · DOL Form 5500 · 2023
Heritage Family Federal Credit Union Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $195,515
- Avg per participant Above avg balance/head
Official DOL plan name: Heritage Family Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Heritage Family Federal Credit Union · Vermont · Finance & Insurance
$22M in assets, 113 participants
Heritage Family Federal Credit Union's Heritage Family Federal Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #5,456 in Finance & Insurance (8,869 peers)
Coverage in Vermont
Heritage Family Federal Credit Union Defined Benefit Plan and Trust covers 113 participants in Vermont, about 46% of the average Vermont filer (state average ~245 per filing). Assets: $22M.
- #5,456
- in Finance & Insurance (8,869 peers)
- +12.6%
- assets growth YoY
Heritage Family Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets
Heritage Family Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,093,224 Top 26% higher than 74% 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
Heritage Family Federal Credit Union Defined Benefit Plan and Trust 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust 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 Defined Benefit Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 129 in the plan year 2022 filing to 113 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 030214269 · Heritage Family Federal Credit Union PY 2023 · Defined Benefit (Pension)
Heritage Family Federal Credit Union Defined Benefit Plan and Trust · $22M · 113 · 74th
- VS-ST $22M
- VS-ST 113
- VS-ST 74th
- VS-ST Defined Benefit (Pension)
- VS-ST near Los Angeles Turf Club, Incorporated Retirement Income Plan
- VS-ST ind #5456
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 Defined Benefit Plan and Trust in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 030214269 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Family Federal Credit Union)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 292 | $33M |
| 2023 | 2 | 273 | $37M |
| 2024 | 2 | 271 | $37M |
Nearby Defined Benefit (Pension) Plans in Vermont
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Life Group Pension Plan for Employees $323M · 789
- Employees' Retirement Plan of Green Mountain Power Corporation $145M · 230
- Central Vermont Medical Center Employees Pension Plan $98M · 451
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $66M · 311
- Vermont Mutual Insurance Company Employees' Pension Plan $60M · 80
Heritage Family Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Vermont, the nearest Defined Benefit (Pension) by assets is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA ($22M); by covered participants it is Itw Bargaining Retirement Plan in IL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Itw Bargaining Retirement Plan (IL) 113 · 0 off
- Middle River Aerostructure Systems Salaried Pension Plan (MD) 113 · 0 off
- International UAW Staff Cash Balance Plan (MI) 113 · 0 off
- Dayton Superior Corporation Master Pension Plan (OH) 113 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.