401(k) · DOL Form 5500 · 2024

Community Heritage Financial 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
156
Participants Small participant base
56th
Percentile by assets National rank
$66,308
Avg per participant Below avg balance/head
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Official DOL plan name: Community Heritage Financial 401 (K) Plan · Sponsored by Community Heritage Financial · Maryland · Finance & Insurance

$10M in assets, 156 participants

Community Heritage Financial's Community Heritage Financial 401 (K) Plan reported $10M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,443 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Community Heritage Financial 401 (K) Plan covers 156 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#3,443
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY

Community Heritage Financial 401 (K) Plan's mid-pack asset rank among Finance & Insurance and all filers

Community Heritage Financial 401 (K) Plan vs every filed plan by assets

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

$10,343,970 Top 44% higher than 56% 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

Community Heritage Financial 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. Community Heritage Financial 401 (K) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Heritage Financial 401 (K) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Community Heritage Financial 401 (K) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Community Heritage Financial 401 (K) Plan reported participants fell from 168 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831950225 · Community Heritage Financial PY 2024 · 401(k)

Community Heritage Financial 401 (K) Plan · $10M · 156 · 56th

  • BOOK $10M
  • BOOK 156
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Tall Tree Foods, Inc. 401(k) Savings Plan
  • BOOK ind #3443

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 Maryland →

Community Heritage Financial 401 (K) Plan in the asset neighbourhood

Community Heritage Financial 401 (K) PlanCommunity Heritage Financial…$10MTall Tree Foods, Inc. 401(k) Savings PlanTall Tree Foods, Inc. 401(k)…$10MFcb Bancshares, Inc. Ksop PlanFcb Bancshares, Inc. Ksop Pl…$10MSchumacher Company, Inc. 401(k) PlanSchumacher Company, Inc. 401…$10MGrand Openings, Inc. Employees 401(k) Profit Sharing PlanGrand Openings, Inc. Employe…$10M
End-of-year total assets ($M) among Community Heritage Financial 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN831950225
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Heritage Financial)

Sponsor-wide plan assets over time

All Community Heritage Financial plans reported in each filing year

Latest sponsor-wide plan assets
$10M 49.125120000369066% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.94M $10.3M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 156 $7M
2023 1 168 $9M
2024 1 156 $10M

Nearby 401(k) Plans in Maryland

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

Community Heritage Financial 401 (K) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Community Heritage Financial 401 (K) Plan, Total assets ($B): 0.01034397 · Participants: 156Community Heritage Financial 401 (K) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Community Heritage Financial 401 (K) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Community Heritage Financial 401 (K) Plan side-by-side with 3 peers →

Community Heritage Financial 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Tall Tree Foods, Inc. 401(k) Savings Plan in IL ($10M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Community Heritage Financial 401 (K) Plan assets move in 2024? ▼
Community Heritage Financial 401 (K) Plan grew sharply - up 15.1% during 2024, from $9M to $10M. Reported net income was $1M.
How have Community Heritage Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Heritage Financial's sponsor-wide assets grew 49.1%, from $7M to $10M.
Which 401(k) plans are similar in size to Community Heritage Financial 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tall Tree Foods, Inc. 401(k) Savings Plan in IL ($10M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Community Heritage Financial 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 831950225.

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.