401(k) · DOL Form 5500 · 2024

American Heritage Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size: 631
Participants Below avg headcount: 84th
Percentile by assets National rank: $78,475
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

$50M in assets, 631 participants

American Heritage Federal Credit Union's American Heritage Federal Credit Union 401(k) Plan and Trust reported $50M in total assets and 631 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

#6,431 in Finance & Insurance (8,549 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, $50M for 631 participants (~$78,475/participant), up 21.2% in 2024.

#6,431
in Finance & Insurance (8,549 peers): +21.2%
assets growth YoY: 0.5×
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 2024 · DOL Form 5500

$49,517,430 Top 16% higher than 84% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

American Heritage Federal Credit Union 401(k) Plan and Trust 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. American Heritage Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (631 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

American Heritage Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
American Heritage Federal Credit Union 401(k) Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
American Heritage Federal Credit Union 401(k) Plan and Trust reported participants rose from 613 in the plan year 2023 filing to 631 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231370526 · American Heritage Federal Credit Union PY 2024 · 401(k)

American Heritage Federal Credit Union 401(k) Plan and Trust · $50M · 631 · 84th

NET $50M
NET 631
NET 84th
NET 401(k)
NET near Unitedhealth Group Ventures 401(k) Retirement Plan
NET ind #6431

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 →

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 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$50M
Net Income	$9M
Employer EIN	231370526
Plan Effective Date	1993-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Heritage Federal Credit Union)

Latest sponsor-wide plan assets: $50M 48.114993811122105% vs 2022; 2024 filing year

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

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

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 Unitedhealth Group Ventures 401(k) Retirement Plan in MN ($50M); by covered participants it is Numerator 401(k) Plan in IL (631 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Unitedhealth Group Ventures 401(k) Retirement Plan (MN) $50M · 1,440
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan (MN) $50M · 570
Research Innovations Inc. Retirement Plan (VA) $50M · 324
Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan (WV) $50M · 94

Similar participant headcount

Nearest other-state filings by covered participants (631 participants); asset peers above are excluded.

Numerator 401(k) Plan (IL) 631 · 0 off
Medifast, Inc. 401(k) Plan (MD) 631 · 0 off
Marotta Controls, Inc. Employees 401(k) Plan (NJ) 631 · 0 off
Buckingham Asset Management, LLC 401(k) Profit Sharing Plan (MO) 631 · 0 off

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 American Heritage Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼

American Heritage Federal Credit Union 401(k) Plan and Trust grew sharply - up 21.2% during 2024, from $41M to $50M. Reported net income was $9M.

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 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Unitedhealth Group Ventures 401(k) Retirement Plan in MN ($50M, 1,440 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 Numerator 401(k) Plan in IL (631 participants, $68M 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 231370526.