401(k) · DOL Form 5500 · 2024
Heritage Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $92,987
- Avg per participant Below avg balance/head
Official DOL plan name: Heritage Federal Credit Union 401(k) Plan · Sponsored by Heritage Federal Credit Union · Indiana · Finance & Insurance
$20M in assets, 215 participants
Heritage Federal Credit Union's Heritage Federal Credit Union 401(k) Plan reported $20M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,727 in Finance & Insurance (8,549 peers)
Coverage in Indiana
Heritage Federal Credit Union 401(k) Plan covers 215 participants in Indiana, about 40% of the average Indiana filer (state average ~541 per filing). Assets: $20M.
- #4,727
- in Finance & Insurance (8,549 peers)
- +12.0%
- assets growth YoY
Heritage Federal Credit Union 401(k) Plan's outsized position by total assets
Heritage Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,992,272 Top 30% higher than 70% 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
Heritage 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 Federal Credit Union 401(k) Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Federal Credit Union 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Heritage Federal Credit Union 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 351155006 · Heritage Federal Credit Union PY 2024 · 401(k)
Heritage Federal Credit Union 401(k) Plan · $20M · 215 · 70th
- IND $20M
- EOY 215
- 5500 70th
- ASSETS 401(k)
- PCT near Thomas Jefferson School of Law 401(k) Plan
- EIN ind #4727
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 Indiana →
Heritage Federal Credit Union 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 351155006 |
| Plan Effective Date | 1983-11-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Federal Credit Union)
Sponsor-wide plan assets over time
All Heritage Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 29.702903814655045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $15M |
| 2023 | 1 | 217 | $18M |
| 2024 | 1 | 215 | $20M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Heritage Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Thomas Jefferson School of Law 401(k) Plan in CA ($20M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Thomas Jefferson School of Law 401(k) Plan (CA) $20M · 30
- Rassini 401(k) Plan (MI) $20M · 111
- Prestige Employees' 401(k) Plan (NJ) $20M · 107
- Corvus Insurance Holdings 401(k) Plan (MA) $20M · 226
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.