Civic Intelligence

Heritage Credit Union

Plan context: Heritage Credit Union Defined Benefit Plan and Trust

EIN 39-6048473 • Wausau, WI • 52 filings • 5 plans

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1 Corporate Dr, Ste 700Wausau, WI 54402-8026
Current Snapshot

Latest Year

2023

2023 Participants

108

2023 Assets

$5,405,887

2023 Contributions

$653,050

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$23,359,329$11,679,665$0199920112022YearValue
$5,405,887Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

113570199920112022YearValue
108Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$0-
Heritage Credit Union Defined Benefit Plan and Trust-0$0--
20222108$5,405,887$653,050$6,047iApproximate average salary by contribution assumption: employee only about $151,169 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,390 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-108$5,405,887--
Heritage Credit Union 401K Plan and Trust-0-$653,050-
20213112$23,359,329$780,086$6,965iApproximate average salary by contribution assumption: employee only about $174,126 at 4% or $116,084 at 6%; with 50% employer match about $116,084 at 4% or $77,389 at 6%; with 100% employer match about $87,063 at 4% or $58,042 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-83$14,091,945--
Heritage Credit Union 401K Plan and Trust-112$9,267,384$780,086$6,965iApproximate average salary by contribution assumption: employee only about $174,126 at 4% or $116,084 at 6%; with 50% employer match about $116,084 at 4% or $77,389 at 6%; with 100% employer match about $87,063 at 4% or $58,042 at 6%.
Heritage Credit Union Health & Welfare Plan-0---
20203113$21,349,951$3,170,480$28,057iApproximate average salary by contribution assumption: employee only about $701,434 at 4% or $467,622 at 6%; with 50% employer match about $467,622 at 4% or $311,748 at 6%; with 100% employer match about $350,717 at 4% or $233,811 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-91$13,000,410$2,500,000$27,473iApproximate average salary by contribution assumption: employee only about $686,813 at 4% or $457,875 at 6%; with 50% employer match about $457,875 at 4% or $305,250 at 6%; with 100% employer match about $343,407 at 4% or $228,938 at 6%.
Heritage Credit Union 401K Plan and Trust-108$8,349,541$670,480$6,208iApproximate average salary by contribution assumption: employee only about $155,204 at 4% or $103,469 at 6%; with 50% employer match about $103,469 at 4% or $68,979 at 6%; with 100% employer match about $77,602 at 4% or $51,735 at 6%.
Heritage Credit Union Health & Welfare Plan-113---
20193111$16,938,070$1,089,458$9,815iApproximate average salary by contribution assumption: employee only about $245,373 at 4% or $163,582 at 6%; with 50% employer match about $163,582 at 4% or $109,055 at 6%; with 100% employer match about $122,687 at 4% or $81,791 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-85$9,267,297$327,529$3,853iApproximate average salary by contribution assumption: employee only about $96,332 at 4% or $64,221 at 6%; with 50% employer match about $64,221 at 4% or $42,814 at 6%; with 100% employer match about $48,166 at 4% or $32,111 at 6%.
Heritage Credit Union 401K Plan and Trust-111$7,670,773$761,929$6,864iApproximate average salary by contribution assumption: employee only about $171,606 at 4% or $114,404 at 6%; with 50% employer match about $114,404 at 4% or $76,269 at 6%; with 100% employer match about $85,803 at 4% or $57,202 at 6%.
Heritage Credit Union Health & Welfare Plan-110---
20182104$14,066,281$882,613$8,487iApproximate average salary by contribution assumption: employee only about $212,167 at 4% or $141,444 at 6%; with 50% employer match about $141,444 at 4% or $94,296 at 6%; with 100% employer match about $106,083 at 4% or $70,722 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-104$7,598,975$0-
Heritage Credit Union 401K Plan and Trust-97$6,467,306$882,613$9,099iApproximate average salary by contribution assumption: employee only about $227,478 at 4% or $151,652 at 6%; with 50% employer match about $151,652 at 4% or $101,101 at 6%; with 100% employer match about $113,739 at 4% or $75,826 at 6%.
20172103$15,262,119$583,581$5,666iApproximate average salary by contribution assumption: employee only about $141,646 at 4% or $94,431 at 6%; with 50% employer match about $94,431 at 4% or $62,954 at 6%; with 100% employer match about $70,823 at 4% or $47,215 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-103$8,401,915$0-
Heritage Credit Union 401K Plan and Trust-101$6,860,204$583,581$5,778iApproximate average salary by contribution assumption: employee only about $144,451 at 4% or $96,300 at 6%; with 50% employer match about $96,300 at 4% or $64,200 at 6%; with 100% employer match about $72,225 at 4% or $48,150 at 6%.
20162100$13,013,667$1,951,666$19,517iApproximate average salary by contribution assumption: employee only about $487,917 at 4% or $325,278 at 6%; with 50% employer match about $325,278 at 4% or $216,852 at 6%; with 100% employer match about $243,958 at 4% or $162,639 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-100$7,414,002$1,500,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Heritage Credit Union 401K Plan and Trust-94$5,599,665$451,666$4,805iApproximate average salary by contribution assumption: employee only about $120,124 at 4% or $80,083 at 6%; with 50% employer match about $80,083 at 4% or $53,388 at 6%; with 100% employer match about $60,062 at 4% or $40,041 at 6%.
2015298$10,510,513$490,309$5,003iApproximate average salary by contribution assumption: employee only about $125,079 at 4% or $83,386 at 6%; with 50% employer match about $83,386 at 4% or $55,591 at 6%; with 100% employer match about $62,539 at 4% or $41,693 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-97$5,478,832$0-
Heritage Credit Union 401K Plan and Trust-98$5,031,681$490,309$5,003iApproximate average salary by contribution assumption: employee only about $125,079 at 4% or $83,386 at 6%; with 50% employer match about $83,386 at 4% or $55,591 at 6%; with 100% employer match about $62,539 at 4% or $41,693 at 6%.
2014295$10,760,555$435,353$4,583iApproximate average salary by contribution assumption: employee only about $114,567 at 4% or $76,378 at 6%; with 50% employer match about $76,378 at 4% or $50,918 at 6%; with 100% employer match about $57,283 at 4% or $38,189 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-93$5,726,718$0-
Heritage Credit Union 401K Plan and Trust-95$5,033,837$435,353$4,583iApproximate average salary by contribution assumption: employee only about $114,567 at 4% or $76,378 at 6%; with 50% employer match about $76,378 at 4% or $50,918 at 6%; with 100% employer match about $57,283 at 4% or $38,189 at 6%.
20132110$11,238,807$1,511,564$13,741iApproximate average salary by contribution assumption: employee only about $343,537 at 4% or $229,025 at 6%; with 50% employer match about $229,025 at 4% or $152,683 at 6%; with 100% employer match about $171,769 at 4% or $114,512 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-77$6,352,920$1,120,167$14,548iApproximate average salary by contribution assumption: employee only about $363,691 at 4% or $242,460 at 6%; with 50% employer match about $242,460 at 4% or $161,640 at 6%; with 100% employer match about $181,845 at 4% or $121,230 at 6%.
Heritage Credit Union 401K Plan and Trust-110$4,885,887$391,397$3,558iApproximate average salary by contribution assumption: employee only about $88,954 at 4% or $59,303 at 6%; with 50% employer match about $59,303 at 4% or $39,535 at 6%; with 100% employer match about $44,477 at 4% or $29,651 at 6%.
2012290$7,968,379$2,263,584$25,151iApproximate average salary by contribution assumption: employee only about $628,773 at 4% or $419,182 at 6%; with 50% employer match about $419,182 at 4% or $279,455 at 6%; with 100% employer match about $314,387 at 4% or $209,591 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-76$4,570,675$1,936,498$25,480iApproximate average salary by contribution assumption: employee only about $637,006 at 4% or $424,671 at 6%; with 50% employer match about $424,671 at 4% or $283,114 at 6%; with 100% employer match about $318,503 at 4% or $212,335 at 6%.
Heritage Credit Union 401K Plan and Trust-90$3,397,704$327,086$3,634iApproximate average salary by contribution assumption: employee only about $90,857 at 4% or $60,571 at 6%; with 50% employer match about $60,571 at 4% or $40,381 at 6%; with 100% employer match about $45,429 at 4% or $30,286 at 6%.
2011294$5,466,572$934,507$9,942iApproximate average salary by contribution assumption: employee only about $248,539 at 4% or $165,693 at 6%; with 50% employer match about $165,693 at 4% or $110,462 at 6%; with 100% employer match about $124,270 at 4% or $82,846 at 6%.
Heritage Credit Union 401K Plan and Trust-94$2,900,931$434,507$4,622iApproximate average salary by contribution assumption: employee only about $115,560 at 4% or $77,040 at 6%; with 50% employer match about $77,040 at 4% or $51,360 at 6%; with 100% employer match about $57,780 at 4% or $38,520 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-68$2,565,641$500,000$7,353iApproximate average salary by contribution assumption: employee only about $183,824 at 4% or $122,549 at 6%; with 50% employer match about $122,549 at 4% or $81,699 at 6%; with 100% employer match about $91,912 at 4% or $61,275 at 6%.
2010273$4,443,326$450,538$6,172iApproximate average salary by contribution assumption: employee only about $154,294 at 4% or $102,863 at 6%; with 50% employer match about $102,863 at 4% or $68,575 at 6%; with 100% employer match about $77,147 at 4% or $51,431 at 6%.
Heritage Credit Union 401K Plan and Trust-73$2,388,713$450,538$6,172iApproximate average salary by contribution assumption: employee only about $154,294 at 4% or $102,863 at 6%; with 50% employer match about $102,863 at 4% or $68,575 at 6%; with 100% employer match about $77,147 at 4% or $51,431 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-65$2,054,613$0-
2009270$3,848,582$724,050$10,344iApproximate average salary by contribution assumption: employee only about $258,589 at 4% or $172,393 at 6%; with 50% employer match about $172,393 at 4% or $114,929 at 6%; with 100% employer match about $129,295 at 4% or $86,196 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-61$2,014,303$347,029$5,689iApproximate average salary by contribution assumption: employee only about $142,225 at 4% or $94,817 at 6%; with 50% employer match about $94,817 at 4% or $63,211 at 6%; with 100% employer match about $71,113 at 4% or $47,408 at 6%.
Heritage Credit Union 401K Plan and Trust-70$1,834,279$377,021$5,386iApproximate average salary by contribution assumption: employee only about $134,650 at 4% or $89,767 at 6%; with 50% employer match about $89,767 at 4% or $59,845 at 6%; with 100% employer match about $67,325 at 4% or $44,883 at 6%.
2008266$3,438,612$1,015,512$15,387iApproximate average salary by contribution assumption: employee only about $384,664 at 4% or $256,442 at 6%; with 50% employer match about $256,442 at 4% or $170,962 at 6%; with 100% employer match about $192,332 at 4% or $128,221 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-56$2,045,526$739,798$13,211iApproximate average salary by contribution assumption: employee only about $330,267 at 4% or $220,178 at 6%; with 50% employer match about $220,178 at 4% or $146,785 at 6%; with 100% employer match about $165,133 at 4% or $110,089 at 6%.
Heritage Credit Union 401K Plan and Trust-66$1,393,086$275,714$4,177iApproximate average salary by contribution assumption: employee only about $104,437 at 4% or $69,625 at 6%; with 50% employer match about $69,625 at 4% or $46,416 at 6%; with 100% employer match about $52,219 at 4% or $34,812 at 6%.
2007264$0$0-
Heritage Credit Union 401K Plan and Trust-64---
Heritage Credit Union Defined Benefit Plan and Trust-59---
2006262$3,043,552$392,125$6,325iApproximate average salary by contribution assumption: employee only about $158,115 at 4% or $105,410 at 6%; with 50% employer match about $105,410 at 4% or $70,273 at 6%; with 100% employer match about $79,057 at 4% or $52,705 at 6%.
Heritage Credit Union 401K Plan and Trust-62$1,568,764$224,004$3,613iApproximate average salary by contribution assumption: employee only about $90,324 at 4% or $60,216 at 6%; with 50% employer match about $60,216 at 4% or $40,144 at 6%; with 100% employer match about $45,162 at 4% or $30,108 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-60$1,474,788$168,121$2,802iApproximate average salary by contribution assumption: employee only about $70,050 at 4% or $46,700 at 6%; with 50% employer match about $46,700 at 4% or $31,134 at 6%; with 100% employer match about $35,025 at 4% or $23,350 at 6%.
2005258$2,479,105$359,488$6,198iApproximate average salary by contribution assumption: employee only about $154,952 at 4% or $103,301 at 6%; with 50% employer match about $103,301 at 4% or $68,867 at 6%; with 100% employer match about $77,476 at 4% or $51,651 at 6%.
Heritage Credit Union 401K Plan and Trust-56$1,257,097$204,154$3,646iApproximate average salary by contribution assumption: employee only about $91,140 at 4% or $60,760 at 6%; with 50% employer match about $60,760 at 4% or $40,507 at 6%; with 100% employer match about $45,570 at 4% or $30,380 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-58$1,222,008$155,334$2,678iApproximate average salary by contribution assumption: employee only about $66,954 at 4% or $44,636 at 6%; with 50% employer match about $44,636 at 4% or $29,757 at 6%; with 100% employer match about $33,477 at 4% or $22,318 at 6%.
2004264$2,258,221$335,987$5,250iApproximate average salary by contribution assumption: employee only about $131,245 at 4% or $87,497 at 6%; with 50% employer match about $87,497 at 4% or $58,331 at 6%; with 100% employer match about $65,622 at 4% or $43,748 at 6%.
Heritage Credit Union 401K Plan and Trust-64$1,191,960$196,792$3,075iApproximate average salary by contribution assumption: employee only about $76,872 at 4% or $51,248 at 6%; with 50% employer match about $51,248 at 4% or $34,165 at 6%; with 100% employer match about $38,436 at 4% or $25,624 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-64$1,066,261$139,195$2,175iApproximate average salary by contribution assumption: employee only about $54,373 at 4% or $36,249 at 6%; with 50% employer match about $36,249 at 4% or $24,166 at 6%; with 100% employer match about $27,187 at 4% or $18,124 at 6%.
2003262$1,816,982$318,432$5,136iApproximate average salary by contribution assumption: employee only about $128,400 at 4% or $85,600 at 6%; with 50% employer match about $85,600 at 4% or $57,067 at 6%; with 100% employer match about $64,200 at 4% or $42,800 at 6%.
Heritage Credit Union 401K Plan and Trust-62$934,830$185,912$2,999iApproximate average salary by contribution assumption: employee only about $74,965 at 4% or $49,976 at 6%; with 50% employer match about $49,976 at 4% or $33,318 at 6%; with 100% employer match about $37,482 at 4% or $24,988 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-60$882,152$132,520$2,209iApproximate average salary by contribution assumption: employee only about $55,217 at 4% or $36,811 at 6%; with 50% employer match about $36,811 at 4% or $24,541 at 6%; with 100% employer match about $27,608 at 4% or $18,406 at 6%.
2002263$1,535,443$307,987$4,889iApproximate average salary by contribution assumption: employee only about $122,217 at 4% or $81,478 at 6%; with 50% employer match about $81,478 at 4% or $54,319 at 6%; with 100% employer match about $61,109 at 4% or $40,739 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-61$851,793$107,961$1,770iApproximate average salary by contribution assumption: employee only about $44,246 at 4% or $29,498 at 6%; with 50% employer match about $29,498 at 4% or $19,665 at 6%; with 100% employer match about $22,123 at 4% or $14,749 at 6%.
Heritage Credit Union 401K Plan and Trust-63$683,650$200,026$3,175iApproximate average salary by contribution assumption: employee only about $79,375 at 4% or $52,917 at 6%; with 50% employer match about $52,917 at 4% or $35,278 at 6%; with 100% employer match about $39,688 at 4% or $26,458 at 6%.
2001269$2,011,898$539,083$7,813iApproximate average salary by contribution assumption: employee only about $195,320 at 4% or $130,213 at 6%; with 50% employer match about $130,213 at 4% or $86,809 at 6%; with 100% employer match about $97,660 at 4% or $65,107 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-67$1,238,698$311,416$4,648iApproximate average salary by contribution assumption: employee only about $116,200 at 4% or $77,467 at 6%; with 50% employer match about $77,467 at 4% or $51,644 at 6%; with 100% employer match about $58,100 at 4% or $38,733 at 6%.
Heritage Credit Union 401K Plan and Trust-69$773,200$227,667$3,300iApproximate average salary by contribution assumption: employee only about $82,488 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,661 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%.
2000265$2,762,054$382,581$5,886iApproximate average salary by contribution assumption: employee only about $147,147 at 4% or $98,098 at 6%; with 50% employer match about $98,098 at 4% or $65,398 at 6%; with 100% employer match about $73,573 at 4% or $49,049 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-64$1,999,011$158,537$2,477iApproximate average salary by contribution assumption: employee only about $61,929 at 4% or $41,286 at 6%; with 50% employer match about $41,286 at 4% or $27,524 at 6%; with 100% employer match about $30,964 at 4% or $20,643 at 6%.
Heritage Credit Union 401K Plan and Trust-65$763,043$224,044$3,447iApproximate average salary by contribution assumption: employee only about $86,171 at 4% or $57,447 at 6%; with 50% employer match about $57,447 at 4% or $38,298 at 6%; with 100% employer match about $43,085 at 4% or $28,724 at 6%.
1999272$2,666,971$352,299$4,893iApproximate average salary by contribution assumption: employee only about $122,326 at 4% or $81,551 at 6%; with 50% employer match about $81,551 at 4% or $54,367 at 6%; with 100% employer match about $61,163 at 4% or $40,775 at 6%.
Heritage Credit Union Defined Benefit Plan and Trust-68$2,068,650$153,379$2,256iApproximate average salary by contribution assumption: employee only about $56,389 at 4% or $37,593 at 6%; with 50% employer match about $37,593 at 4% or $25,062 at 6%; with 100% employer match about $28,195 at 4% or $18,796 at 6%.
Heritage Credit Union 401K Plan and Trust-72$598,321$198,920$2,763iApproximate average salary by contribution assumption: employee only about $69,069 at 4% or $46,046 at 6%; with 50% employer match about $46,046 at 4% or $30,698 at 6%; with 100% employer match about $34,535 at 4% or $23,023 at 6%.