401(k) · DOL Form 5500 · 2022

Heartland Dental, LLC 401(k) Plan

Data updated 2026-08-11

$847M
Total assets
13,998
Participants
99th
Percentile by assets
$60,532
Avg per participant
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Official DOL plan name: Heartland Dental 401(k) and Stock Participation Plan · Sponsored by Heartland Dental, LLC · Illinois · Healthcare & Social Assistance

$847M in assets, 13,998 participants

Heartland Dental, LLC's Heartland Dental 401(k) and Stock Participation Plan reported $847M in total assets and 13,998 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #19,851 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Heartland Dental 401(k) and Stock Participation Plan covers 13,998 participants in Illinois, 18x the typical Illinois plan (state average ~779 per filing). Assets: $847M.

$847M
total plan assets (2022 EOY)
13,998
covered participants
99th
percentile by assets (of 139,126 plans)
$60,532
avg assets per participant

The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Heartland Dental 401(k) and Stock Participation Plan sits by total assets

Heartland Dental 401(k) and Stock Participation Plan vs every filed plan by assets

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

$847,322,432 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Healthcare & Social Assistance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Heartland Dental 401(k) and Stock Participation Plan reports 13,998 participants - 18x that state average ($847M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$769M
Net Assets (End of Year)$847M
Net Income-$92M
Employer EIN010854205
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Dental, LLC)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.85B $1.14B ▲ +34.1%
Total plan assets by year, all Heartland Dental, LLC plans on file
Year Plans Participants Total Assets
2022 1 13,998 $847M
2023 1 18,531 $997M
2024 1 19,102 $1.1B

Nearby 401(k) Plans in Illinois

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

Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 05101520 Total assets ($B) Participants Heartland Dental 401…State Farm 401(k) Sa…Accenture United Sta…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heartland Dental 401(k) and Stock Partic… side-by-side with 3 peers →

Scale composition for Heartland Dental 401(k) and Stock Participation Plan

Heartland Dental 401(k) and Stock Participation Plan reports $847M in end-of-year assets across 13,998 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $60,532 per participant (44% of the national average assets-per-participant) . Net income for plan year 2022 was -$92M.

This plan identity (EIN 010854205, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $1.1B (+34.2%) while covered participants moved from 13,998 to 19,102 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,998 $847M This page
2023 18,531 $997M Open filing
2024 · index core 19,102 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heartland Dental 401(k) and Stock Participation Plan by total assets, not by location.

Frequently Asked Questions

How did Heartland Dental 401(k) and Stock Participation Plan assets move in 2022? ▼
Heartland Dental 401(k) and Stock Participation Plan grew at a solid clip - up 10.1% during 2022, from $769M to $847M. Reported net income was -$92M.
How have Heartland Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Dental, LLC's sponsor-wide assets grew 34.2%, from $847M to $1.1B.
Where does Heartland Dental 401(k) and Stock Participation Plan rank by assets among Form 5500 filers? ▼
Heartland Dental 401(k) and Stock Participation Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Heartland Dental 401(k) and Stock Participation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xylem Retirement Savings Plan in NY ($848M, 4,596 participants).

Next read for Heartland Dental 401(k) and Stock Partic…

Filing takeaways

Ways to act on Heartland Dental 401(k) and Stock Participation Plan's numbers.

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 010854205.

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.