United Heritage Financial Group: 401(k) plan, 204 participants (Meridian, ID)
United Heritage Financial Group (Meridian, Idaho): 401(k) plan, 204 participants (Meridian, ID). Its participants of 204 is below the median of 294 (35th percentile). Dated 73 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 204 · 35th percentile of 126,658 BenefitPlanPulse records · 0.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related ID BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | United Heritage Financial Group |
| EIN | 820464401 |
| Plan | United Heritage Financial Group 401(k) Plan |
| Plan type | 401(k) |
| Trigger | Plan with 100+ participants |
| Participants | 204 |
| Industry | Finance and insurance |
| Location | Meridian, ID |
| Plan effective | 1973-01-01 |
| Plan year | 2025 |
| Filed | 2026-08-24 |
| participants percentile | 35th of 126,658 (median 294, 0.7x median) |
| Peer records CSV (500 ID records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch United Heritage Financial Group
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of ID records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock United Heritage Financial Group + 500 ID peer records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-08-24
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top BenefitPlanPulse records (ID first): Power Engineers, INC. · Bd Of Trustees Ufcw Consolidated Pension Fund · Board Of Trustees Of The I.A.M. National Pension Fund · Trinet Hr III, INC. · Darden Restaurants, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: United Heritage Financial Group and 655 Idaho peers
- Idaho BenefitPlanPulse records like this one: 655
- United Heritage Financial Group's participants: 35th percentile of 126,658 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Idaho peer: $131,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- 204 participants.
- 401(k) plan.
What is the BenefitPlanPulse record for United Heritage Financial Group in Meridian, Idaho?
United Heritage Financial Group filed a Form 5500 for its 401(k) plan (plan with 100+ participants) with 204 participants on 2026-08-24.
How does United Heritage Financial Group compare to other Idaho BenefitPlanPulse records?
Its participants of 204 is below the median (35th percentile); smaller records often move faster and face less competition. It is 73 days old; check the official source for later updates before acting.
United Heritage Financial Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| United Heritage Financial Group | Meridian, ID | 204 | 35th | 2026-08-24 |
| Wil Fischer Distributing Company | Springfield, MO | 227 | 40th | 2026-10-24 |
| Sofgen Pharmaceuticals LLC | Miramar, FL | 153 | 22nd | 2026-10-23 |
| Zarazophiya Enterprises | Elk Grove, CA | 122 | 12th | 2026-10-23 |
Related records
BenefitPlanPulse: Plan with 100+ participants BenefitPlanPulse: 401(k) BenefitPlanPulse: records in Idaho
More Idaho public-record feeds
New SBA 7(a) & 504 Loan Approvals in Idaho CMS HAC Reduction & Readmissions Penalties by Hospital in Idaho School & Library E-Rate Contracts Up for Rebid in Idaho Carrier Out-of-Service Alerts in Idaho Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in Idaho Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Idaho New Health-Based Drinking Water Violations by Water System (EPA SDWIS) in Idaho New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Idaho
How to monitor United Heritage Financial Group and peer plan with 100+ participants records
Get new BenefitPlanPulse records like United Heritage Financial Group by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new and changing plans in your territory
BenefitPlanPulse emails new plans, final filings and large plans matching your states, plan types and size.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.