401(k) · DOL Form 5500 · 2024

First Heritage Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
136
Participants Small participant base
66th
Percentile by assets National rank
$117,671
Avg per participant Below avg balance/head
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Official DOL plan name: First Heritage Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by First Heritage Federal Credit Union · New York · Finance & Insurance

$16M in assets, 136 participants

First Heritage Federal Credit Union's First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported $16M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,268 in Finance & Insurance (8,549 peers)

Coverage in New York

First Heritage Federal Credit Union 401(k) Retirement Savings Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,268
in Finance & Insurance (8,549 peers)
+17.1%
assets growth YoY

First Heritage Federal Credit Union 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,003,201 Top 34% higher than 66% 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

First Heritage Federal Credit Union 401(k) Retirement Savings 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. First Heritage Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First Heritage Federal Credit Union 401(k) Retirement Savings Plan reported participants rose from 131 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 160802201 · First Heritage Federal Credit Union PY 2024 · 401(k)

First Heritage Federal Credit Union 401(k) Retirement Savings Plan · $16M · 136 · 66th

  • RANK $16M
  • RANK 136
  • RANK 66th
  • RANK 401(k)
  • RANK near Algood 401(k) Plan
  • RANK ind #4268

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 →

First Heritage Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

First Heritage Federal Credit Union 401(k) Retirement Savings PlanFirst Heritage Federal Credi…$16MAlgood 401(k) Plan$16MAncon Marine, Inc. 401(k) PlanAncon Marine, Inc. 401(k) Pl…$16MVirtium, LLC Profit Sharing 401(k) PlanVirtium, LLC Profit Sharing …$16MIngomar Packing Company 401(k) Profit Sharing PlanIngomar Packing Company 401(…$16M
End-of-year total assets ($M) among First Heritage Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN160802201
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Heritage Federal Credit Union)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$16M 42.58048639978503% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 127 $11M
2023 1 131 $14M
2024 1 136 $16M

Nearby 401(k) Plans in New York

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

First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First Heritage Federal Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.016003201 · Participants: 136First Heritage Federal Credit Union 401(k) Retirement Savings 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
First Heritage Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare First Heritage Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Algood 401(k) Plan in KY ($16M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 First Heritage Federal Credit Union 401(k) Retirement Savings Plan assets move in 2024? ▼
First Heritage Federal Credit Union 401(k) Retirement Savings Plan grew sharply - up 17.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have First Heritage Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Heritage Federal Credit Union's sponsor-wide assets grew 42.6%, from $11M to $16M.
Which 401(k) plans are similar in size to First Heritage Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Algood 401(k) Plan in KY ($16M, 341 participants).
Which 401(k) plans cover a similar participant headcount to First Heritage Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 160802201.

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.