Defined Benefit (Pension) · DOL Form 5500 · 2024

United Heritage Credit Union Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
52
Participants Small participant base
68th
Percentile by assets National rank
$337,703
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Heritage Credit Union Defined Benefit Plan and Trust · Sponsored by United Heritage Credit Union · Texas · Finance & Insurance

$18M in assets, 52 participants

United Heritage Credit Union's United Heritage Credit Union Defined Benefit Plan and Trust reported $18M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,451 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

United Heritage Credit Union Defined Benefit Plan and Trust holds $18M for 52 participants - about $337,703 per participant, above the median plan by assets.

#4,451
in Finance & Insurance (8,549 peers)
-3.1%
assets change YoY

The plan reported a net loss of $559K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Heritage Credit Union Defined Benefit Plan and Trust's outsized position by total assets

United Heritage Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$17,560,535 Top 32% higher than 68% 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

United Heritage Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Heritage Credit Union Defined Benefit Plan and Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Heritage Credit Union Defined Benefit Plan and Trust reported net income fell from $904K in the plan year 2023 filing to -$559K in the plan year 2024 filing.
  • United Heritage Credit Union Defined Benefit Plan and Trust reported participants fell from 58 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • United Heritage Credit Union Defined Benefit Plan and Trust end-of-year assets fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741288659 · United Heritage Credit Union PY 2024 · Defined Benefit (Pension)

United Heritage Credit Union Defined Benefit Plan and Trust · $18M · 52 · 68th

  • IND $18M
  • EOY 52
  • 5500 68th
  • ASSETS Defined Benefit (Pension)
  • PCT near Mutual Aid Ambulance Service, Inc. Defined Benefit Pension Plan
  • EIN ind #4451

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 Texas →

United Heritage Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Knape & Vogt Manufacturing Company Pension PlanKnape & Vogt Manufacturing C…$18MChadbourne & Parke LLP Pension Plan and Trust AgreementChadbourne & Parke LLP Pensi…$18MLakeland Bus Lines, Inc. Retirement Plan and TrustLakeland Bus Lines, Inc. Ret…$18MUnited Heritage Credit Union Defined Benefit Plan and TrustUnited Heritage Credit Union…$18MMutual Aid Ambulance Service, Inc. Defined Benefit Pension PlanMutual Aid Ambulance Service…$18M
End-of-year total assets ($M) among United Heritage Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$559K
Employer EIN741288659
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Heritage Credit Union)

Sponsor-wide plan assets over time

All United Heritage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 7.313635300690562% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $26.6M $28.5M ▲ +7.3%
Year Plans Participants Total Assets
2022 2 254 $27M
2023 2 272 $28M
2024 2 286 $29M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants United Heritage Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.017560535 · Participants: 52United Heritage Credit Union Defined Benefit Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
United Heritage Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare United Heritage Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

United Heritage Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Mutual Aid Ambulance Service, Inc. Defined Benefit Pension Plan in PA ($18M); by covered participants it is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 United Heritage Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
United Heritage Credit Union Defined Benefit Plan and Trust edged down modestly - down 3.1% during 2024, from $18M to $18M. Reported net income was -$559K.
How have United Heritage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Heritage Credit Union's sponsor-wide assets grew 7.3%, from $27M to $29M.
Which Defined Benefit (Pension) plans are similar in size to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mutual Aid Ambulance Service, Inc. Defined Benefit Pension Plan in PA ($18M, 213 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Heritage Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (52 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 741288659.

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.