401(k) · DOL Form 5500 · 2024

Heritage Family Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
167
Participants Small participant base
65th
Percentile by assets National rank
$90,313
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Family Federal Credit Union 401(k) Plan · Sponsored by Heritage Family Federal Credit Union · Vermont · Finance & Insurance

$15M in assets, 167 participants

Heritage Family Federal Credit Union's Heritage Family Federal Credit Union 401(k) Plan reported $15M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,146 in Finance & Insurance (8,549 peers)

Heritage Family Federal Credit Union multi-year trail

Heritage Family Federal Credit Union's plans moved +13.1% in assets from 2022 to 2024; this filing shows Heritage Family Federal Credit Union 401(k) Plan at $15M / 167 participants.

#4,146
in Finance & Insurance (8,549 peers)
-0.5%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Heritage Family Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$15,082,195 Top 35% higher than 65% 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 Family Federal Credit Union 401(k) 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 Family Federal Credit Union 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Family Federal Credit Union 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$78K in the plan year 2024 filing.
  • Heritage Family Federal Credit Union 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030214269 · Heritage Family Federal Credit Union PY 2024 · 401(k)

Heritage Family Federal Credit Union 401(k) Plan · $15M · 167 · 65th

  • EIN $15M
  • EIN 167
  • EIN 65th
  • EIN 401(k)
  • EIN near One Trueaccord 401(k) Plan
  • EIN ind #4146

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 Vermont →

Heritage Family Federal Credit Union 401(k) Plan in the asset neighbourhood

Heritage Family Federal Credit Union 401(k) PlanHeritage Family Federal Cred…$15MOne Trueaccord 401(k) Plan$15MPower Component Systems, Inc. Employee 401(k)/Profit Sharing PlanPower Component Systems, Inc…$15MDial Senior Management, Inc. 401(k) PlanDial Senior Management, Inc.…$15MMorse Group, PLLC Employee 401(k) TrustMorse Group, PLLC Employee 4…$15M
End-of-year total assets ($M) among Heritage Family Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Family Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 13.087845589037425% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.6M $36.8M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 292 $33M
2023 2 273 $37M
2024 2 271 $37M

Heritage Family Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$78K
Employer EIN030214269
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Heritage Family Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Heritage Family Federal Credit Union 401(k) Plan, Total assets ($B): 0.015082195 · Participants: 167Heritage Family Federal Credit Union 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Heritage Family Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Heritage Family Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is One Trueaccord 401(k) Plan in KS ($15M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Family Federal Credit Union 401(k) Plan assets move in 2024? ▼
Heritage Family Federal Credit Union 401(k) Plan held essentially flat - down 0.5% during 2024, from $15M to $15M. Reported net income was -$78K.
How have Heritage Family Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Family Federal Credit Union's sponsor-wide assets grew 13.1%, from $33M to $37M.
Which 401(k) plans are similar in size to Heritage Family Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Trueaccord 401(k) Plan in KS ($15M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Family Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 030214269.

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.