How big is Community Heritage Financial's plan?

Community Heritage Financial's plan covered 128 participants for 2023.

Original filing (PDF)20250820140923NAL0003357425001

Community Heritage Financial

Name: Community Heritage Financial — Community Heritage, Form 5500 (2023)
Creator: Community Heritage Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Heritage Financial Employee Benefit Plan

Health & welfare plan · Community Heritage Financial's Community Heritage Financial Employee Benefit Plan covered 128 participants in 2023.

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert J. Goetz, Jr. signed Community Heritage Financial's 2023 Form 5500 as plan administrator.

Robert J. Goetz, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community Heritage Financial's EIN is 52-0414240.

EIN 52-0414240

Plan number 501

Plan year 2023

ACK ID 20250820140923NAL0003357425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Community Heritage Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Community Heritage Financial's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY HERITAGE FINANCIAL.

Finding similar companies…

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 55% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

n/a

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score