401(k) · DOL Form 5500 · 2023

Heritage Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
111
Participants Small participant base
52nd
Percentile by assets National rank
$65,496
Avg per participant Low balance/head
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Official DOL plan name: Heritage Financial Credit Union Capital Accumulation Plan · Sponsored by Heritage Financial Credit Union · New York · Finance & Insurance

$7M in assets, 111 participants

Heritage Financial Credit Union's Heritage Financial Credit Union Capital Accumulation Plan reported $7M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,303 in Finance & Insurance (8,869 peers)

Coverage in New York

Heritage Financial Credit Union Capital Accumulation Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $7M.

#3,303
in Finance & Insurance (8,869 peers)
+9.1%
assets growth YoY

Heritage Financial Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Heritage Financial Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$7,270,086 Top 48% higher than 52% 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 Financial Credit Union Capital Accumulation 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 Financial Credit Union Capital Accumulation Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage Financial Credit Union Capital Accumulation Plan reported net income rose from -$922K in the plan year 2022 filing to $606K in the plan year 2023 filing.
  • Heritage Financial Credit Union Capital Accumulation Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Heritage Financial Credit Union Capital Accumulation Plan reported participants fell from 119 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141348251 · Heritage Financial Credit Union PY 2023 · 401(k)

Heritage Financial Credit Union Capital Accumulation Plan · $7M · 111 · 52nd

  • PCT $7M
  • EIN 111
  • RANK 52nd
  • PHOTO 401(k)
  • IND near L'oreal Caribe, Inc. Employee Retirement Savings Plan
  • EOY ind #3303

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 New York →

Heritage Financial Credit Union Capital Accumulation Plan in the asset neighbourhood

Heritage Financial Credit Union Capital Accumulation PlanHeritage Financial Credit Un…$7ML'oreal Caribe, Inc. Employee Retirement Savings PlanL'oreal Caribe, Inc. Employe…$7MBlazerwilkinsongee, LLC 401(k) Profit Sharing Plan and TrustBlazerwilkinsongee, LLC 401(…$7MEbmc 401(k) Profit Sharing PlanEbmc 401(k) Profit Sharing P…$7MMaccurrach Golf Construction, Inc. 401(k) PlanMaccurrach Golf Construction…$7M
End-of-year total assets ($M) among Heritage Financial Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$606K
Employer EIN141348251
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Financial Credit Union)

Sponsor-wide plan assets over time

All Heritage Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.613680227869748% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.66M $7.44M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 119 $7M
2023 1 111 $7M
2024 1 129 $7M

Nearby 401(k) Plans in New York

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

Heritage Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heritage Financial Credit Union Capital Accumulation Plan, Total assets ($B): 0.007270086 · Participants: 111Heritage Financial Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Heritage Financial Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heritage Financial Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Heritage Financial Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is L'oreal Caribe, Inc. Employee Retirement Savings Plan in NJ ($7M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Financial Credit Union Capital Accumulation Plan assets move in 2023? ▼
Heritage Financial Credit Union Capital Accumulation Plan grew at a solid clip - up 9.1% during 2023, from $7M to $7M. Reported net income was $606K.
How have Heritage Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Financial Credit Union's sponsor-wide assets grew 11.6%, from $7M to $7M.
Which 401(k) plans are similar in size to Heritage Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is L'oreal Caribe, Inc. Employee Retirement Savings Plan in NJ ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Financial Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 141348251.

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.