401(k) · DOL Form 5500 · 2024

United Heritage Financial Group 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
162
Participants Small participant base
81st
Percentile by assets National rank
$243,942
Avg per participant Above avg balance/head
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Official DOL plan name: United Heritage Financial Group 401(k) Plan · Sponsored by United Heritage Financial Group · Idaho · Finance & Insurance

$40M in assets, 162 participants

United Heritage Financial Group's United Heritage Financial Group 401(k) Plan reported $40M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,062 in Finance & Insurance (8,549 peers)

Coverage in Idaho

United Heritage Financial Group 401(k) Plan covers 162 participants in Idaho, about 47% of the average Idaho filer (state average ~347 per filing). Assets: $40M.

#6,062
in Finance & Insurance (8,549 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

United Heritage Financial Group 401(k) Plan's outsized position by total assets

United Heritage Financial Group 401(k) Plan vs every filed plan by assets

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

$39,518,612 Top 19% higher than 81% 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 Financial Group 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. United Heritage Financial Group 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Heritage Financial Group 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • United Heritage Financial Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • United Heritage Financial Group 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820464401 · United Heritage Financial Group PY 2024 · 401(k)

United Heritage Financial Group 401(k) Plan · $40M · 162 · 81st

  • IND $40M
  • IND 162
  • IND 81st
  • IND 401(k)
  • IND near Unaka Company 401(k) Profit Sharing Plan
  • IND ind #6062

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 Idaho →

United Heritage Financial Group 401(k) Plan in the asset neighbourhood

United Heritage Financial Group 401(k) PlanUnited Heritage Financial Gr…$40MUnaka Company 401(k) Profit Sharing PlanUnaka Company 401(k) Profit …$40MGd Energy Products 401(k) PlanGd Energy Products 401(k) Pl…$40MBlue Canyon Technologies, Inc. 401(k) Profit Sharing PlanBlue Canyon Technologies, In…$40MThe Company Profit Sharing Plan of English Construction Co.The Company Profit Sharing P…$40M
End-of-year total assets ($M) among United Heritage Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN820464401
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Heritage Financial Group)

Sponsor-wide plan assets over time

All United Heritage Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.773627207509527% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.4M $39.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 168 $34M
2023 1 168 $37M
2024 1 162 $40M

Nearby 401(k) Plans in Idaho

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

United Heritage Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants United Heritage Financial Group 401(k) Plan, Total assets ($B): 0.039518612 · Participants: 162United Heritage Financial Group 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
United Heritage Financial Group 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare United Heritage Financial Group 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Unaka Company 401(k) Profit Sharing Plan in TN ($40M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Financial Group 401(k) Plan assets move in 2024? ▼
United Heritage Financial Group 401(k) Plan grew at a solid clip - up 6.7% during 2024, from $37M to $40M. Reported net income was $2M.
How have United Heritage Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Heritage Financial Group's sponsor-wide assets grew 14.8%, from $34M to $40M.
Where does United Heritage Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
United Heritage Financial Group 401(k) Plan ranks in the 81st 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 United Heritage Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unaka Company 401(k) Profit Sharing Plan in TN ($40M, 732 participants).
Which 401(k) plans cover a similar participant headcount to United Heritage Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 820464401.

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.