401(k) · DOL Form 5500 · 2022
First Heartland Capital, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $367,029
- Avg per participant High balance/head
Official DOL plan name: First Heartland Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by First Heartland Capital, Inc. · Missouri · Finance & Insurance
$8M in assets, 23 participants
First Heartland Capital, Inc.'s First Heartland Capital, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,149 in Finance & Insurance (9,261 peers)
First Heartland Capital, Inc. multi-year trail
First Heartland Capital, Inc.'s plans moved +96.9% in assets from 2022 to 2024; this filing shows First Heartland Capital, Inc. 401(k) Profit Sharing Plan at $8M / 23 participants.
- #4,149
- in Finance & Insurance (9,261 peers)
- -34.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
First Heartland Capital, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
First Heartland Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,441,672 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
First Heartland Capital, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Heartland Capital, Inc. 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 431635588 · First Heartland Capital, Inc. PY 2022 · 401(k)
First Heartland Capital, Inc. 401(k) Profit Sharing Plan · $8M · 23 · 61st
- PHOTO $8M
- IND 23
- EOY 61st
- 5500 401(k)
- ASSETS near Dhi Corp Retirement Savings Plan
- PCT ind #4149
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Missouri →
First Heartland Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
First Heartland Capital, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All First Heartland Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 96.9051036334982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $8M |
| 2023 | 1 | 23 | $12M |
| 2024 | 1 | 25 | $17M |
First Heartland Capital, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$4M |
| Employer EIN | 431635588 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
First Heartland Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Dhi Corp Retirement Savings Plan in WI ($8M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
- Dudley Ventures, LLC 401(k) Plan (AZ) 23 · 0 off
- Wood Castle Furniture Co. 401(k) Profit Sharing Plan (OR) 23 · 0 off
- First State Bank 401(k) Plan (OK) 23 · 0 off
- Future Com, Ltd 401(k) Plan (TX) 23 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.