Heritage Community Credit Union
Plan context: Heritage Community Credit Union Retirement Plan
EIN 94-1289802 • Rancho Cordova, CA • 27 filings • 1 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 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%. |
| 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%. |
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 98 | $0 | $0 | - |
| Heritage Community Credit Union Retirement Plan | - | 98 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |