401(k) · DOL Form 5500 · 2022

Heartland Produce Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
157
Participants Small participant base
62nd
Percentile by assets National rank
$56,091
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Produce Co. 401(k) Plan · Sponsored by Heartland Produce Co. · Wisconsin · Wholesale Trade

$9M in assets, 157 participants

Heartland Produce Co.'s Heartland Produce Co. 401(k) Plan reported $9M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,684 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Heartland Produce Co. 401(k) Plan covers 157 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#3,684
in Wholesale Trade (6,843 peers)
-9.9%
assets change YoY

The plan reported a net loss of $971K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartland Produce Co. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Heartland Produce Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,806,303 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Heartland Produce Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Produce Co. 401(k) Plan sits mid-pack in the medium band (157 participants).

EBSA filing schedule strip

Filing strip 363629093 · Heartland Produce Co. PY 2022 · 401(k)

Heartland Produce Co. 401(k) Plan · $9M · 157 · 62nd

  • EOY $9M
  • 5500 157
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Lippolis Electric, Inc. 401(k) Plan
  • RANK ind #3684

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Heartland Produce Co. 401(k) Plan in the asset neighbourhood

Heartland Produce Co. 401(k) PlanHeartland Produce Co. 401(k)…$9MLippolis Electric, Inc. 401(k) PlanLippolis Electric, Inc. 401(…$9MTri County Equipment 401(k) PlanTri County Equipment 401(k) …$9MX Technologies, Inc. 401(k) PlanX Technologies, Inc. 401(k) …$9MPete and Gerry's Organics, LLC 401(k) PlanPete and Gerry's Organics, L…$9M
End-of-year total assets ($M) among Heartland Produce Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$971K
Employer EIN363629093
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Produce Co.)

Sponsor-wide plan assets over time

All Heartland Produce Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.80939311309184% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.81M $10M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 157 $9M
2023 1 168 $11M
2024 1 171 $10M

Nearby 401(k) Plans in Wisconsin

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

Heartland Produce Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Heartland Produce Co. 401(k) Plan, Total assets ($B): 0.008806303 · Participants: 157Heartland Produce Co. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Heartland Produce Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Produce Co. 401(k) Plan side-by-side with 3 peers →

Heartland Produce Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lippolis Electric, Inc. 401(k) Plan in NY ($9M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heartland Produce Co. 401(k) Plan assets move in 2022? ▼
Heartland Produce Co. 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $10M to $9M. Reported net income was -$971K.
How have Heartland Produce Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Produce Co.'s sponsor-wide assets grew 13.8%, from $9M to $10M.
Which 401(k) plans are similar in size to Heartland Produce Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lippolis Electric, Inc. 401(k) Plan in NY ($9M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Produce Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363629093.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.