Civic Intelligence

Heritage Community Credit Union

Plan context: Heritage Community Credit Union Retirement Plan

EIN 94-1289802 • Rancho Cordova, CA • 27 filings • 1 plans

P.O. Box 790Rancho Cordova, CA 95741
Current Snapshot

Latest Year

2025

2025 Participants

71

2025 Assets

$8,339,804

2025 Contributions

$411,339

Historical Graphs

Total Assets Over Time

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

$8,339,804$4,169,902$0199920132025YearValue
$8,339,804Latest year 2025

Participants Over Time

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

98490199920122025YearValue
71Latest year 2025

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
2025171$8,339,804$411,339$5,794iApproximate average salary by contribution assumption: employee only about $144,838 at 4% or $96,558 at 6%; with 50% employer match about $96,558 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
Heritage Community Credit Union Retirement Plan-71$8,339,804$411,339$5,794iApproximate average salary by contribution assumption: employee only about $144,838 at 4% or $96,558 at 6%; with 50% employer match about $96,558 at 4% or $64,372 at 6%; with 100% employer match about $72,419 at 4% or $48,279 at 6%.
2024170$7,022,640$397,566$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,659 at 6%; with 50% employer match about $94,659 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
Heritage Community Credit Union Retirement Plan-70$7,022,640$397,566$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,659 at 6%; with 50% employer match about $94,659 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
2023168$6,071,310$368,457$5,418iApproximate average salary by contribution assumption: employee only about $135,462 at 4% or $90,308 at 6%; with 50% employer match about $90,308 at 4% or $60,205 at 6%; with 100% employer match about $67,731 at 4% or $45,154 at 6%.
Heritage Community Credit Union Retirement Plan-68$6,071,310$368,457$5,418iApproximate average salary by contribution assumption: employee only about $135,462 at 4% or $90,308 at 6%; with 50% employer match about $90,308 at 4% or $60,205 at 6%; with 100% employer match about $67,731 at 4% or $45,154 at 6%.
2022168$5,440,932$326,367$4,800iApproximate average salary by contribution assumption: employee only about $119,988 at 4% or $79,992 at 6%; with 50% employer match about $79,992 at 4% or $53,328 at 6%; with 100% employer match about $59,994 at 4% or $39,996 at 6%.
Heritage Community Credit Union Retirement Plan-68$5,440,932$326,367$4,800iApproximate average salary by contribution assumption: employee only about $119,988 at 4% or $79,992 at 6%; with 50% employer match about $79,992 at 4% or $53,328 at 6%; with 100% employer match about $59,994 at 4% or $39,996 at 6%.
2021177$7,304,489$372,130$4,833iApproximate average salary by contribution assumption: employee only about $120,821 at 4% or $80,548 at 6%; with 50% employer match about $80,548 at 4% or $53,698 at 6%; with 100% employer match about $60,411 at 4% or $40,274 at 6%.
Heritage Community Credit Union Retirement Plan-77$7,304,489$372,130$4,833iApproximate average salary by contribution assumption: employee only about $120,821 at 4% or $80,548 at 6%; with 50% employer match about $80,548 at 4% or $53,698 at 6%; with 100% employer match about $60,411 at 4% or $40,274 at 6%.
2020174$8,125,651$574,352$7,762iApproximate average salary by contribution assumption: employee only about $194,038 at 4% or $129,359 at 6%; with 50% employer match about $129,359 at 4% or $86,239 at 6%; with 100% employer match about $97,019 at 4% or $64,679 at 6%.
Heritage Community Credit Union Retirement Plan-74$8,125,651$574,352$7,762iApproximate average salary by contribution assumption: employee only about $194,038 at 4% or $129,359 at 6%; with 50% employer match about $129,359 at 4% or $86,239 at 6%; with 100% employer match about $97,019 at 4% or $64,679 at 6%.
2019172$6,588,985$320,026$4,445iApproximate average salary by contribution assumption: employee only about $111,120 at 4% or $74,080 at 6%; with 50% employer match about $74,080 at 4% or $49,387 at 6%; with 100% employer match about $55,560 at 4% or $37,040 at 6%.
Heritage Community Credit Union Retirement Plan-72$6,588,985$320,026$4,445iApproximate average salary by contribution assumption: employee only about $111,120 at 4% or $74,080 at 6%; with 50% employer match about $74,080 at 4% or $49,387 at 6%; with 100% employer match about $55,560 at 4% or $37,040 at 6%.
2018173$5,496,459$331,938$4,547iApproximate average salary by contribution assumption: employee only about $113,677 at 4% or $75,785 at 6%; with 50% employer match about $75,785 at 4% or $50,523 at 6%; with 100% employer match about $56,839 at 4% or $37,892 at 6%.
Heritage Community Credit Union Retirement Plan-73$5,496,459$331,938$4,547iApproximate average salary by contribution assumption: employee only about $113,677 at 4% or $75,785 at 6%; with 50% employer match about $75,785 at 4% or $50,523 at 6%; with 100% employer match about $56,839 at 4% or $37,892 at 6%.
2017178$5,968,878$316,721$4,061iApproximate average salary by contribution assumption: employee only about $101,513 at 4% or $67,675 at 6%; with 50% employer match about $67,675 at 4% or $45,117 at 6%; with 100% employer match about $50,757 at 4% or $33,838 at 6%.
Heritage Community Credit Union Retirement Plan-78$5,968,878$316,721$4,061iApproximate average salary by contribution assumption: employee only about $101,513 at 4% or $67,675 at 6%; with 50% employer match about $67,675 at 4% or $45,117 at 6%; with 100% employer match about $50,757 at 4% or $33,838 at 6%.
2016178$5,267,970$313,778$4,023iApproximate average salary by contribution assumption: employee only about $100,570 at 4% or $67,047 at 6%; with 50% employer match about $67,047 at 4% or $44,698 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
Heritage Community Credit Union Retirement Plan-78$5,267,970$313,778$4,023iApproximate average salary by contribution assumption: employee only about $100,570 at 4% or $67,047 at 6%; with 50% employer match about $67,047 at 4% or $44,698 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
2015187$5,201,675$484,204$5,566iApproximate average salary by contribution assumption: employee only about $139,139 at 4% or $92,759 at 6%; with 50% employer match about $92,759 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
Heritage Community Credit Union Retirement Plan-87$5,201,675$484,204$5,566iApproximate average salary by contribution assumption: employee only about $139,139 at 4% or $92,759 at 6%; with 50% employer match about $92,759 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
2014188$4,969,579$301,309$3,424iApproximate average salary by contribution assumption: employee only about $85,599 at 4% or $57,066 at 6%; with 50% employer match about $57,066 at 4% or $38,044 at 6%; with 100% employer match about $42,800 at 4% or $28,533 at 6%.
Heritage Community Credit Union Retirement Plan-88$4,969,579$301,309$3,424iApproximate average salary by contribution assumption: employee only about $85,599 at 4% or $57,066 at 6%; with 50% employer match about $57,066 at 4% or $38,044 at 6%; with 100% employer match about $42,800 at 4% or $28,533 at 6%.
2013183$4,506,125$269,062$3,242iApproximate average salary by contribution assumption: employee only about $81,043 at 4% or $54,029 at 6%; with 50% employer match about $54,029 at 4% or $36,019 at 6%; with 100% employer match about $40,521 at 4% or $27,014 at 6%.
Heritage Community Credit Union Retirement Plan-83$4,506,125$269,062$3,242iApproximate average salary by contribution assumption: employee only about $81,043 at 4% or $54,029 at 6%; with 50% employer match about $54,029 at 4% or $36,019 at 6%; with 100% employer match about $40,521 at 4% or $27,014 at 6%.
2012182$4,701,819$299,635$3,654iApproximate average salary by contribution assumption: employee only about $91,352 at 4% or $60,901 at 6%; with 50% employer match about $60,901 at 4% or $40,601 at 6%; with 100% employer match about $45,676 at 4% or $30,451 at 6%.
Heritage Community Credit Union Retirement Plan-82$4,701,819$299,635$3,654iApproximate average salary by contribution assumption: employee only about $91,352 at 4% or $60,901 at 6%; with 50% employer match about $60,901 at 4% or $40,601 at 6%; with 100% employer match about $45,676 at 4% or $30,451 at 6%.
2011191$4,281,045$400,858$4,405iApproximate average salary by contribution assumption: employee only about $110,126 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,945 at 6%; with 100% employer match about $55,063 at 4% or $36,709 at 6%.
Heritage Community Credit Union Retirement Plan-91$4,281,045$400,858$4,405iApproximate average salary by contribution assumption: employee only about $110,126 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,945 at 6%; with 100% employer match about $55,063 at 4% or $36,709 at 6%.
2010193$4,025,756$619,972$6,666iApproximate average salary by contribution assumption: employee only about $166,659 at 4% or $111,106 at 6%; with 50% employer match about $111,106 at 4% or $74,071 at 6%; with 100% employer match about $83,330 at 4% or $55,553 at 6%.
Heritage Community Credit Union Retirement Plan-93$4,025,756$619,972$6,666iApproximate average salary by contribution assumption: employee only about $166,659 at 4% or $111,106 at 6%; with 50% employer match about $111,106 at 4% or $74,071 at 6%; with 100% employer match about $83,330 at 4% or $55,553 at 6%.
2009194$3,119,642$297,861$3,169iApproximate average salary by contribution assumption: employee only about $79,218 at 4% or $52,812 at 6%; with 50% employer match about $52,812 at 4% or $35,208 at 6%; with 100% employer match about $39,609 at 4% or $26,406 at 6%.
Heritage Community Credit Union Retirement Plan-94$3,119,642$297,861$3,169iApproximate average salary by contribution assumption: employee only about $79,218 at 4% or $52,812 at 6%; with 50% employer match about $52,812 at 4% or $35,208 at 6%; with 100% employer match about $39,609 at 4% or $26,406 at 6%.
2008165$2,522,261$479,556$7,378iApproximate average salary by contribution assumption: employee only about $184,445 at 4% or $122,963 at 6%; with 50% employer match about $122,963 at 4% or $81,975 at 6%; with 100% employer match about $92,222 at 4% or $61,482 at 6%.
Heritage Community Credit Union Retirement Plan-65$2,522,261$479,556$7,378iApproximate average salary by contribution assumption: employee only about $184,445 at 4% or $122,963 at 6%; with 50% employer match about $122,963 at 4% or $81,975 at 6%; with 100% employer match about $92,222 at 4% or $61,482 at 6%.
2007167$3,245,238$469,870$7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,662 at 4% or $58,442 at 6%.
Heritage Community Credit Union Retirement Plan-67$3,245,238$469,870$7,013iApproximate average salary by contribution assumption: employee only about $175,325 at 4% or $116,883 at 6%; with 50% employer match about $116,883 at 4% or $77,922 at 6%; with 100% employer match about $87,662 at 4% or $58,442 at 6%.
2006167$3,204,202$526,122$7,853iApproximate average salary by contribution assumption: employee only about $196,314 at 4% or $130,876 at 6%; with 50% employer match about $130,876 at 4% or $87,251 at 6%; with 100% employer match about $98,157 at 4% or $65,438 at 6%.
Heritage Community Credit Union Retirement Plan-67$3,204,202$526,122$7,853iApproximate average salary by contribution assumption: employee only about $196,314 at 4% or $130,876 at 6%; with 50% employer match about $130,876 at 4% or $87,251 at 6%; with 100% employer match about $98,157 at 4% or $65,438 at 6%.
2005170$2,897,059$693,535$9,908iApproximate average salary by contribution assumption: employee only about $247,691 at 4% or $165,127 at 6%; with 50% employer match about $165,127 at 4% or $110,085 at 6%; with 100% employer match about $123,846 at 4% or $82,564 at 6%.
Heritage Community Credit Union Retirement Plan-70$2,897,059$693,535$9,908iApproximate average salary by contribution assumption: employee only about $247,691 at 4% or $165,127 at 6%; with 50% employer match about $165,127 at 4% or $110,085 at 6%; with 100% employer match about $123,846 at 4% or $82,564 at 6%.
2004158$2,223,318$255,044$4,397iApproximate average salary by contribution assumption: employee only about $109,933 at 4% or $73,289 at 6%; with 50% employer match about $73,289 at 4% or $48,859 at 6%; with 100% employer match about $54,966 at 4% or $36,644 at 6%.
Heritage Community Credit Union Retirement Plan-58$2,223,318$255,044$4,397iApproximate average salary by contribution assumption: employee only about $109,933 at 4% or $73,289 at 6%; with 50% employer match about $73,289 at 4% or $48,859 at 6%; with 100% employer match about $54,966 at 4% or $36,644 at 6%.
2003161$2,107,833$377,101$6,182iApproximate average salary by contribution assumption: employee only about $154,550 at 4% or $103,033 at 6%; with 50% employer match about $103,033 at 4% or $68,689 at 6%; with 100% employer match about $77,275 at 4% or $51,517 at 6%.
Heritage Community Credit Union Retirement Plan-61$2,107,833$377,101$6,182iApproximate average salary by contribution assumption: employee only about $154,550 at 4% or $103,033 at 6%; with 50% employer match about $103,033 at 4% or $68,689 at 6%; with 100% employer match about $77,275 at 4% or $51,517 at 6%.
2002193$2,261,537$341,970$3,677iApproximate average salary by contribution assumption: employee only about $91,927 at 4% or $61,285 at 6%; with 50% employer match about $61,285 at 4% or $40,857 at 6%; with 100% employer match about $45,964 at 4% or $30,642 at 6%.
Heritage Community Credit Union Retirement Plan-93$2,261,537$341,970$3,677iApproximate average salary by contribution assumption: employee only about $91,927 at 4% or $61,285 at 6%; with 50% employer match about $61,285 at 4% or $40,857 at 6%; with 100% employer match about $45,964 at 4% or $30,642 at 6%.
2001198$0$0-
Heritage Community Credit Union Retirement Plan-98---
2000198$3,016,632$413,889$4,223iApproximate average salary by contribution assumption: employee only about $105,584 at 4% or $70,389 at 6%; with 50% employer match about $70,389 at 4% or $46,926 at 6%; with 100% employer match about $52,792 at 4% or $35,195 at 6%.
Heritage Community Credit Union Retirement Plan-98$3,016,632$413,889$4,223iApproximate average salary by contribution assumption: employee only about $105,584 at 4% or $70,389 at 6%; with 50% employer match about $70,389 at 4% or $46,926 at 6%; with 100% employer match about $52,792 at 4% or $35,195 at 6%.
1999188$3,368,513$338,389$3,845iApproximate average salary by contribution assumption: employee only about $96,133 at 4% or $64,089 at 6%; with 50% employer match about $64,089 at 4% or $42,726 at 6%; with 100% employer match about $48,067 at 4% or $32,044 at 6%.
Heritage Community Credit Union Retirement Plan-88$3,368,513$338,389$3,845iApproximate average salary by contribution assumption: employee only about $96,133 at 4% or $64,089 at 6%; with 50% employer match about $64,089 at 4% or $42,726 at 6%; with 100% employer match about $48,067 at 4% or $32,044 at 6%.