401(k) · DOL Form 5500 · 2024

Heritage Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
129
Participants Small participant base
49th
Percentile by assets National rank
$57,660
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, 129 participants

Heritage Financial Credit Union's Heritage Financial Credit Union Capital Accumulation Plan reported $7M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,922 in Finance & Insurance (8,549 peers)

Coverage in New York

Heritage Financial Credit Union Capital Accumulation Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,922
in Finance & Insurance (8,549 peers)
+2.3%
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 2024 · DOL Form 5500

$7,438,112 49th percentile higher than 49% of 123,620 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 2024

Heritage Financial Credit Union Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2024 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 (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Financial Credit Union Capital Accumulation Plan reported net income fell from $606K in the plan year 2023 filing to $168K in the plan year 2024 filing.
  • Heritage Financial Credit Union Capital Accumulation Plan reported participants rose from 111 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Heritage Financial Credit Union Capital Accumulation Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141348251 · Heritage Financial Credit Union PY 2024 · 401(k)

Heritage Financial Credit Union Capital Accumulation Plan · $7M · 129 · 49th

  • 5500 $7M
  • 5500 129
  • 5500 49th
  • 5500 401(k)
  • 5500 near Allyn International Services, Inc. 401(k) Plan
  • 5500 ind #2922

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…$7MAllyn International Services, Inc. 401(k) PlanAllyn International Services…$7MExcelacom, Inc. 401(k) Plan$7MEmolecules 401 K & Profit Sharing PlanEmolecules 401 K & Profit Sh…$7MThe Contractors Retirement PlanThe Contractors Retirement P…$7M
End-of-year total assets ($M) among Heritage Financial Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$168K
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): 0.007438112 · Participants: 129Heritage Financial Credit Union Capital Accumulation PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Allyn International Services, Inc. 401(k) Plan in FL ($7M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Heritage Financial Credit Union Capital Accumulation Plan edged up modestly - up 2.3% during 2024, from $7M to $7M. Reported net income was $168K.
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 Allyn International Services, Inc. 401(k) Plan in FL ($7M, 173 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 Howard's Appliances 401(k) Plan in CA (129 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.