Heartland Security Insurance Group 401(k) Plan and Trust

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Heartland Security Insurance Group, Inc. · Texas · Management of Enterprises

What the 2023 filing shows

Heartland Security Insurance Group 401(k) Plan and Trust holds $19M for 230 participants — about $81,785 per participant, down 18.2% over the 2022 plan year.

$19M
total plan assets (2022 EOY): 230
covered participants: $81,785
avg assets per participant: -18.2%
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.

Total Assets (2023)

$19M

Participants

230

State

Texas

Industry

Management of Enterprises

What the Filing Says About Heartland Security Insurance Group 401(k) Plan and Trust

Heartland Security Insurance Group 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Heartland Security Insurance Group, Inc., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 230 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 752960792, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $19M at year-end — a decline of 18.2%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-4,183,312 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$23M
Total Assets (End of Year)	$19M
Net Assets (End of Year)	$19M
Net Income	$-4,183,312
Plan Type	401(k)
Employer EIN	752960792
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Heartland Security Insurance Group, Inc.)

Year	Plans	Participants	Total Assets
2022	2	443	$36M
2023	2	439	$36M
2024	2	435	$38M

Nearby 401(k) Plans in Texas

Peer 401(k) plans — same state, same plan type — ranked by total assets.

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686
Toyota Motor North America, Inc. Retirement Savings Plan $11.9B · 42,788

Compare Heartland Security Insurance Group 401(k… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Heartland Security Insurance Group 401(k) Plan and Trust? ▼

As of the 2022 Form 5500 filing, Heartland Security Insurance Group 401(k) Plan and Trust holds $19M in total assets with 230 participants. It is sponsored by Heartland Security Insurance Group, Inc..

What type of plan is Heartland Security Insurance Group 401(k) Plan and Trust? ▼

Heartland Security Insurance Group 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 752960792.

Who sponsors the Heartland Security Insurance Group 401(k) Plan and Trust? ▼

Heartland Security Insurance Group 401(k) Plan and Trust is sponsored by Heartland Security Insurance Group, Inc., located in Texas. The sponsor's EIN is 752960792 and the plan operates in the Management of Enterprises industry.

How did Heartland Security Insurance Group 401(k) Plan and Trust perform in 2022? ▼

Heartland Security Insurance Group 401(k) Plan and Trust declined by 18.2% during 2022, moving from $23M to $19M in total assets. Net income was $-4,183,312.

Where can I find official filings for Heartland Security Insurance Group 401(k) Plan and Trust? ▼

Official Form 5500 filings for Heartland Security Insurance Group 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752960792 or plan name at efast.dol.gov.

How does Heartland Security Insurance Group 401(k) Plan and Trust compare to other plans? ▼

You can compare Heartland Security Insurance Group 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.