Civic Intelligence

Members Heritage Credit Union

Plan context: Members Heritage Federal Credit Union Defined Benefit Plan and Trust

EIN 61-0575996 • Lexington, KY • 60 filings • 11 plans

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2420 Members WayLexington, KY 40504
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$21,318,404

2024 Contributions

$321,312

Historical Graphs

Total Assets Over Time

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

$23,658,509$11,829,255$0199920122024YearValue
$21,318,404Latest year 2024

Participants Over Time

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

133670199920122024YearValue
131Latest year 2024

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
20243131$21,318,404$321,312$2,453iApproximate average salary by contribution assumption: employee only about $61,319 at 4% or $40,879 at 6%; with 50% employer match about $40,879 at 4% or $27,253 at 6%; with 100% employer match about $30,660 at 4% or $20,440 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-89$16,103,502--
Members Heritage Credit Union 401(K) Plan and Trust-69$5,214,902$321,312$4,657iApproximate average salary by contribution assumption: employee only about $116,417 at 4% or $77,612 at 6%; with 50% employer match about $77,612 at 4% or $51,741 at 6%; with 100% employer match about $58,209 at 4% or $38,806 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-131---
20233133$19,839,602$459,204$3,453iApproximate average salary by contribution assumption: employee only about $86,317 at 4% or $57,544 at 6%; with 50% employer match about $57,544 at 4% or $38,363 at 6%; with 100% employer match about $43,158 at 4% or $28,772 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-87$15,160,608--
Members Heritage Credit Union 401(K) Plan and Trust-64$4,678,994$459,204$7,175iApproximate average salary by contribution assumption: employee only about $179,377 at 4% or $119,584 at 6%; with 50% employer match about $119,584 at 4% or $79,723 at 6%; with 100% employer match about $89,688 at 4% or $59,792 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-133---
20223124$18,899,240$308,490$2,488iApproximate average salary by contribution assumption: employee only about $62,196 at 4% or $41,464 at 6%; with 50% employer match about $41,464 at 4% or $27,642 at 6%; with 100% employer match about $31,098 at 4% or $20,732 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-76$14,910,576--
Members Heritage Credit Union 401(K) Plan and Trust-66$3,988,664$308,490$4,674iApproximate average salary by contribution assumption: employee only about $116,852 at 4% or $77,902 at 6%; with 50% employer match about $77,902 at 4% or $51,934 at 6%; with 100% employer match about $58,426 at 4% or $38,951 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-124---
20213117$18,957,565$296,858$2,537iApproximate average salary by contribution assumption: employee only about $63,431 at 4% or $42,287 at 6%; with 50% employer match about $42,287 at 4% or $28,192 at 6%; with 100% employer match about $31,716 at 4% or $21,144 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-76$14,295,655--
Members Heritage Credit Union 401(K) Plan and Trust-72$4,661,910$296,858$4,123iApproximate average salary by contribution assumption: employee only about $103,076 at 4% or $68,717 at 6%; with 50% employer match about $68,717 at 4% or $45,811 at 6%; with 100% employer match about $51,538 at 4% or $34,359 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-117---
20203127$23,658,509$3,114,799$24,526iApproximate average salary by contribution assumption: employee only about $613,149 at 4% or $408,766 at 6%; with 50% employer match about $408,766 at 4% or $272,511 at 6%; with 100% employer match about $306,575 at 4% or $204,383 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-85$17,684,943$2,800,000$32,941iApproximate average salary by contribution assumption: employee only about $823,529 at 4% or $549,020 at 6%; with 50% employer match about $549,020 at 4% or $366,013 at 6%; with 100% employer match about $411,765 at 4% or $274,510 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-80$5,973,566$314,799$3,935iApproximate average salary by contribution assumption: employee only about $98,375 at 4% or $65,583 at 6%; with 50% employer match about $65,583 at 4% or $43,722 at 6%; with 100% employer match about $49,187 at 4% or $32,792 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-127---
20193127$19,302,240$1,219,531$9,603iApproximate average salary by contribution assumption: employee only about $240,065 at 4% or $160,043 at 6%; with 50% employer match about $160,043 at 4% or $106,696 at 6%; with 100% employer match about $120,033 at 4% or $80,022 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-89$14,165,010--
Members Heritage Credit Union 401(K) Plan and Trust-81$5,137,230$1,219,531$15,056iApproximate average salary by contribution assumption: employee only about $376,398 at 4% or $250,932 at 6%; with 50% employer match about $250,932 at 4% or $167,288 at 6%; with 100% employer match about $188,199 at 4% or $125,466 at 6%.
Members Heritage Credit Union Health and Welfare Benefit Plan-127---
2018489$19,458,752$280,631$3,153iApproximate average salary by contribution assumption: employee only about $78,829 at 4% or $52,553 at 6%; with 50% employer match about $52,553 at 4% or $35,035 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-89$15,869,861--
Members Heritage Credit Union 401(K) Plan and Trust-82$3,588,891$280,631$3,422iApproximate average salary by contribution assumption: employee only about $85,558 at 4% or $57,039 at 6%; with 50% employer match about $57,039 at 4% or $38,026 at 6%; with 100% employer match about $42,779 at 4% or $28,519 at 6%.
MEMBERS HERITAGE CREDIT UNION GROUP LIFE BENEFIT PLAN-0---
MEMBERS HERITAGE CREDIT UNION GROUP DENTAL BENEFIT PLAN-0---
2017282$18,948,194$2,682,737$32,716iApproximate average salary by contribution assumption: employee only about $817,908 at 4% or $545,272 at 6%; with 50% employer match about $545,272 at 4% or $363,514 at 6%; with 100% employer match about $408,954 at 4% or $272,636 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-82$15,249,337$2,433,489$29,677iApproximate average salary by contribution assumption: employee only about $741,917 at 4% or $494,612 at 6%; with 50% employer match about $494,612 at 4% or $329,741 at 6%; with 100% employer match about $370,959 at 4% or $247,306 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-74$3,698,857$249,248$3,368iApproximate average salary by contribution assumption: employee only about $84,205 at 4% or $56,137 at 6%; with 50% employer match about $56,137 at 4% or $37,425 at 6%; with 100% employer match about $42,103 at 4% or $28,068 at 6%.
2016278$15,807,983$1,718,050$22,026iApproximate average salary by contribution assumption: employee only about $550,657 at 4% or $367,105 at 6%; with 50% employer match about $367,105 at 4% or $244,736 at 6%; with 100% employer match about $275,329 at 4% or $183,552 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-78$12,647,003$1,477,943$18,948iApproximate average salary by contribution assumption: employee only about $473,700 at 4% or $315,800 at 6%; with 50% employer match about $315,800 at 4% or $210,533 at 6%; with 100% employer match about $236,850 at 4% or $157,900 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-73$3,160,980$240,107$3,289iApproximate average salary by contribution assumption: employee only about $82,228 at 4% or $54,819 at 6%; with 50% employer match about $54,819 at 4% or $36,546 at 6%; with 100% employer match about $41,114 at 4% or $27,409 at 6%.
2015281$14,053,109$634,539$7,834iApproximate average salary by contribution assumption: employee only about $195,845 at 4% or $130,564 at 6%; with 50% employer match about $130,564 at 4% or $87,042 at 6%; with 100% employer match about $97,923 at 4% or $65,282 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-81$11,104,994$400,000$4,938iApproximate average salary by contribution assumption: employee only about $123,457 at 4% or $82,305 at 6%; with 50% employer match about $82,305 at 4% or $54,870 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-78$2,948,115$234,539$3,007iApproximate average salary by contribution assumption: employee only about $75,173 at 4% or $50,115 at 6%; with 50% employer match about $50,115 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,058 at 6%.
2014294$14,743,482$203,220$2,162iApproximate average salary by contribution assumption: employee only about $54,048 at 4% or $36,032 at 6%; with 50% employer match about $36,032 at 4% or $24,021 at 6%; with 100% employer match about $27,024 at 4% or $18,016 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-94$11,698,119$0-
Members Heritage Credit Union 401(K) Plan and Trust-77$3,045,363$203,220$2,639iApproximate average salary by contribution assumption: employee only about $65,981 at 4% or $43,987 at 6%; with 50% employer match about $43,987 at 4% or $29,325 at 6%; with 100% employer match about $32,990 at 4% or $21,994 at 6%.
2013285$14,705,450$210,821$2,480iApproximate average salary by contribution assumption: employee only about $62,006 at 4% or $41,337 at 6%; with 50% employer match about $41,337 at 4% or $27,558 at 6%; with 100% employer match about $31,003 at 4% or $20,669 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-85$11,900,951$0-
Members Heritage Credit Union 401(K) Plan and Trust-77$2,804,499$210,821$2,738iApproximate average salary by contribution assumption: employee only about $68,448 at 4% or $45,632 at 6%; with 50% employer match about $45,632 at 4% or $30,422 at 6%; with 100% employer match about $34,224 at 4% or $22,816 at 6%.
2012282$12,841,058$1,152,953$14,060iApproximate average salary by contribution assumption: employee only about $351,510 at 4% or $234,340 at 6%; with 50% employer match about $234,340 at 4% or $156,227 at 6%; with 100% employer match about $175,755 at 4% or $117,170 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-82$10,653,850$975,000$11,890iApproximate average salary by contribution assumption: employee only about $297,256 at 4% or $198,171 at 6%; with 50% employer match about $198,171 at 4% or $132,114 at 6%; with 100% employer match about $148,628 at 4% or $99,085 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-75$2,187,208$177,953$2,373iApproximate average salary by contribution assumption: employee only about $59,318 at 4% or $39,545 at 6%; with 50% employer match about $39,545 at 4% or $26,363 at 6%; with 100% employer match about $29,659 at 4% or $19,773 at 6%.
2011284$10,397,399$1,171,556$13,947iApproximate average salary by contribution assumption: employee only about $348,677 at 4% or $232,452 at 6%; with 50% employer match about $232,452 at 4% or $154,968 at 6%; with 100% employer match about $174,339 at 4% or $116,226 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-84$8,581,594$1,000,000$11,905iApproximate average salary by contribution assumption: employee only about $297,619 at 4% or $198,413 at 6%; with 50% employer match about $198,413 at 4% or $132,275 at 6%; with 100% employer match about $148,810 at 4% or $99,206 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-73$1,815,805$171,556$2,350iApproximate average salary by contribution assumption: employee only about $58,752 at 4% or $39,168 at 6%; with 50% employer match about $39,168 at 4% or $26,112 at 6%; with 100% employer match about $29,376 at 4% or $19,584 at 6%.
2010280$10,753,738$2,171,515$27,144iApproximate average salary by contribution assumption: employee only about $678,598 at 4% or $452,399 at 6%; with 50% employer match about $452,399 at 4% or $301,599 at 6%; with 100% employer match about $339,299 at 4% or $226,199 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-80$9,052,743$2,000,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-78$1,700,995$171,515$2,199iApproximate average salary by contribution assumption: employee only about $54,973 at 4% or $36,649 at 6%; with 50% employer match about $36,649 at 4% or $24,432 at 6%; with 100% employer match about $27,486 at 4% or $18,324 at 6%.
2009280$6,974,888$172,367$2,155iApproximate average salary by contribution assumption: employee only about $53,865 at 4% or $35,910 at 6%; with 50% employer match about $35,910 at 4% or $23,940 at 6%; with 100% employer match about $26,932 at 4% or $17,955 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-80$5,591,874--
Members Heritage Credit Union 401(K) Plan and Trust-67$1,383,014$172,367$2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%.
2008275$966,713$197,786$2,637iApproximate average salary by contribution assumption: employee only about $65,929 at 4% or $43,952 at 6%; with 50% employer match about $43,952 at 4% or $29,302 at 6%; with 100% employer match about $32,964 at 4% or $21,976 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-71$966,713$197,786$2,786iApproximate average salary by contribution assumption: employee only about $69,643 at 4% or $46,429 at 6%; with 50% employer match about $46,429 at 4% or $30,952 at 6%; with 100% employer match about $34,821 at 4% or $23,214 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-75---
2007271$0$0-
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-71---
Members Heritage Credit Union 401(K) Plan and Trust-63---
2006269$6,005,655$377,969$5,478iApproximate average salary by contribution assumption: employee only about $136,945 at 4% or $91,297 at 6%; with 50% employer match about $91,297 at 4% or $60,865 at 6%; with 100% employer match about $68,473 at 4% or $45,648 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-65$4,903,902$215,341$3,313iApproximate average salary by contribution assumption: employee only about $82,823 at 4% or $55,216 at 6%; with 50% employer match about $55,216 at 4% or $36,810 at 6%; with 100% employer match about $41,412 at 4% or $27,608 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-69$1,101,753$162,628$2,357iApproximate average salary by contribution assumption: employee only about $58,923 at 4% or $39,282 at 6%; with 50% employer match about $39,282 at 4% or $26,188 at 6%; with 100% employer match about $29,462 at 4% or $19,641 at 6%.
2005272$5,085,438$350,463$4,868iApproximate average salary by contribution assumption: employee only about $121,689 at 4% or $81,126 at 6%; with 50% employer match about $81,126 at 4% or $54,084 at 6%; with 100% employer match about $60,844 at 4% or $40,563 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-72$4,185,515$183,584$2,550iApproximate average salary by contribution assumption: employee only about $63,744 at 4% or $42,496 at 6%; with 50% employer match about $42,496 at 4% or $28,331 at 6%; with 100% employer match about $31,872 at 4% or $21,248 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-72$899,923$166,879$2,318iApproximate average salary by contribution assumption: employee only about $57,944 at 4% or $38,629 at 6%; with 50% employer match about $38,629 at 4% or $25,753 at 6%; with 100% employer match about $28,972 at 4% or $19,315 at 6%.
2004271$4,768,962$1,391,020$19,592iApproximate average salary by contribution assumption: employee only about $489,796 at 4% or $326,531 at 6%; with 50% employer match about $326,531 at 4% or $217,687 at 6%; with 100% employer match about $244,898 at 4% or $163,265 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-68$4,066,100$1,261,271$18,548iApproximate average salary by contribution assumption: employee only about $463,703 at 4% or $309,135 at 6%; with 50% employer match about $309,135 at 4% or $206,090 at 6%; with 100% employer match about $231,851 at 4% or $154,568 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-71$702,862$129,749$1,827iApproximate average salary by contribution assumption: employee only about $45,686 at 4% or $30,458 at 6%; with 50% employer match about $30,458 at 4% or $20,305 at 6%; with 100% employer match about $22,843 at 4% or $15,229 at 6%.
2003270$558,930$126,498$1,807iApproximate average salary by contribution assumption: employee only about $45,178 at 4% or $30,119 at 6%; with 50% employer match about $30,119 at 4% or $20,079 at 6%; with 100% employer match about $22,589 at 4% or $15,059 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-69$558,930$126,498$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,555 at 6%; with 50% employer match about $30,555 at 4% or $20,370 at 6%; with 100% employer match about $22,916 at 4% or $15,278 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-70---
2002269$366,021$126,114$1,828iApproximate average salary by contribution assumption: employee only about $45,693 at 4% or $30,462 at 6%; with 50% employer match about $30,462 at 4% or $20,308 at 6%; with 100% employer match about $22,847 at 4% or $15,231 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-69$366,021$126,114$1,828iApproximate average salary by contribution assumption: employee only about $45,693 at 4% or $30,462 at 6%; with 50% employer match about $30,462 at 4% or $20,308 at 6%; with 100% employer match about $22,847 at 4% or $15,231 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-68---
2001274$367,758$129,377$1,748iApproximate average salary by contribution assumption: employee only about $43,708 at 4% or $29,139 at 6%; with 50% employer match about $29,139 at 4% or $19,426 at 6%; with 100% employer match about $21,854 at 4% or $14,569 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-74$367,758$129,377$1,748iApproximate average salary by contribution assumption: employee only about $43,708 at 4% or $29,139 at 6%; with 50% employer match about $29,139 at 4% or $19,426 at 6%; with 100% employer match about $21,854 at 4% or $14,569 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-69---
2000276$298,653$142,086$1,870iApproximate average salary by contribution assumption: employee only about $46,739 at 4% or $31,159 at 6%; with 50% employer match about $31,159 at 4% or $20,773 at 6%; with 100% employer match about $23,369 at 4% or $15,580 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-75$298,653$142,086$1,894iApproximate average salary by contribution assumption: employee only about $47,362 at 4% or $31,575 at 6%; with 50% employer match about $31,575 at 4% or $21,050 at 6%; with 100% employer match about $23,681 at 4% or $15,787 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-76---
1999263$2,725,825$223,444$3,547iApproximate average salary by contribution assumption: employee only about $88,668 at 4% or $59,112 at 6%; with 50% employer match about $59,112 at 4% or $39,408 at 6%; with 100% employer match about $44,334 at 4% or $29,556 at 6%.
Members Heritage Federal Credit Union Defined Benefit Plan and Trust-60$2,502,820$154,613$2,577iApproximate average salary by contribution assumption: employee only about $64,422 at 4% or $42,948 at 6%; with 50% employer match about $42,948 at 4% or $28,632 at 6%; with 100% employer match about $32,211 at 4% or $21,474 at 6%.
Members Heritage Credit Union 401(K) Plan and Trust-63$223,005$68,831$1,093iApproximate average salary by contribution assumption: employee only about $27,314 at 4% or $18,209 at 6%; with 50% employer match about $18,209 at 4% or $12,140 at 6%; with 100% employer match about $13,657 at 4% or $9,105 at 6%.