· 2022–2024 · DOL EFAST2

Western Heritage Bank — Western Heritage Bank 401(k), Form 5500 (2023)

Original filing (PDF)20241120141052NAL0005894624001

Western Heritage Bank

Form 5500-SF

FILING_RECEIVED

Western Heritage Bank 401(k)

401(k) retirement plan · Western Heritage Bank's Western Heritage Bank 401(k) filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WESTERN HERITAGE BANK

EIN

85-0472086all filings

Address

230 SOUTH ALAMEDA BLVD · LAS CRUCES, NM · 88005

Phone

(575) 526-0526

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-11-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

Bank of Lumber City

Bank of Lumber City 401(k) Profit Sharing Plan

F.T. Financial, Inc.

F.T. Financial, Inc. 401(k) P/S Plan

Noah Bank 401(k) Plan

Lakeland Bancorp, Inc. Salary Savings 401(k) Plan and Trust

Van WERT Federal Savings Bank

Van WERT Federal Savings Bank Defined Benefit Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.