401(k) · DOL Form 5500 · 2023

American Heritage Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
613
Participants Below avg headcount
83rd
Percentile by assets National rank
$66,623
Avg per participant Below avg balance/head
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Official DOL plan name: American Heritage Federal Credit Union 401(k) Plan and Trust · Sponsored by American Heritage Federal Credit Union · Pennsylvania · Finance & Insurance

$41M in assets, 613 participants

American Heritage Federal Credit Union's American Heritage Federal Credit Union 401(k) Plan and Trust reported $41M in total assets and 613 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,600 in Finance & Insurance (8,869 peers)

Where American Heritage Federal Credit Union 401(k) Plan and Trust sits by assets

American Heritage Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 613 participants (~$66,623/participant), up 22.2% in 2023.

#6,600
in Finance & Insurance (8,869 peers)
+22.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American Heritage Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

American Heritage Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$40,840,139 Top 17% higher than 83% 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

American Heritage Federal Credit Union 401(k) 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. American Heritage Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (613 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Heritage Federal Credit Union 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • American Heritage Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • American Heritage Federal Credit Union 401(k) Plan and Trust reported participants fell from 630 in the plan year 2022 filing to 613 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231370526 · American Heritage Federal Credit Union PY 2023 · 401(k)

American Heritage Federal Credit Union 401(k) Plan and Trust · $41M · 613 · 83rd

  • VS-ST $41M
  • BOY 613
  • SCH 83rd
  • EBSA 401(k)
  • PART near Child Development Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #6600

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 Pennsylvania →

American Heritage Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Nuco2 Management LLC 401(k) Savings & Retirement PlanNuco2 Management LLC 401(k) …$41MAmerican Heritage Federal Credit Union 401(k) Plan and TrustAmerican Heritage Federal Cr…$41MChild Development Associates, Inc. 401(k) Profit Sharing PlanChild Development Associates…$41MTilley Distribution, Inc. Retirement PlanTilley Distribution, Inc. Re…$41MKettler Retirement Plan$41M
End-of-year total assets ($M) among American Heritage Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN231370526
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heritage Federal Credit Union)

Sponsor-wide plan assets over time

All American Heritage Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$50M 48.114993811122105% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.4M $49.5M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 630 $33M
2023 1 613 $41M
2024 1 631 $50M

Nearby 401(k) Plans in Pennsylvania

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

American Heritage Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants American Heritage Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.040840139 · Participants: 613American Heritage Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
American Heritage Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare American Heritage Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

American Heritage Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Child Development Associates, Inc. 401(k) Profit Sharing Plan in CA ($41M); by covered participants it is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (613 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 American Heritage Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
American Heritage Federal Credit Union 401(k) Plan and Trust grew sharply - up 22.2% during 2023, from $33M to $41M. Reported net income was $7M.
How have American Heritage Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Federal Credit Union's sponsor-wide assets grew 48.1%, from $33M to $50M.
Where does American Heritage Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
American Heritage Federal Credit Union 401(k) Plan and Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Heritage Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Child Development Associates, Inc. 401(k) Profit Sharing Plan in CA ($41M, 229 participants).
Which 401(k) plans cover a similar participant headcount to American Heritage Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (613 participants, $139M 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 231370526.

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.