401(k) · DOL Form 5500 · 2022
Heartland Dental, LLC 401(k) Plan
Data updated 2026-08-25
- $847M
- Total assets Above avg plan size
- 13,998
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $60,532
- Avg per participant Low balance/head
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.
- #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.
- #19,851
- in Healthcare & Social Assistance (20,060 peers)
- +10.1%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
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.
Heartland Dental 401(k) and Stock Participation Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heartland Dental 401(k) and Stock Participation Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Dental 401(k) and Stock Participation Plan is a mega filing (13,998 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 010854205 · Heartland Dental, LLC PY 2022 · 401(k)
Heartland Dental 401(k) and Stock Participation Plan · $847M · 13,998 · 99th
- ASSETS $847M
- ASSETS 13,998
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near Xylem Retirement Savings Plan
- ASSETS ind #19851
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Heartland Dental 401(k) and Stock Participation Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $769M |
|---|---|
| Net Assets (End of Year) | $847M |
| Net Income | -$92M |
| Employer EIN | 010854205 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Dental, LLC)
Sponsor-wide plan assets over time
All Heartland Dental, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 34.15545051921864% vs 2022
- 2024 filing year
| 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.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
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:
- Heartland Dental 401(k) and Stock Participation Plan (401(k), $1.1B, 19,102 participants)
Heartland Dental 401(k) and Stock Participation Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Xylem Retirement Savings Plan in NY ($848M); by covered participants it is Pharmaceutical Product Development, LLC Retirement Savings Plan in NC (14,003 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($847M here).
- Xylem Retirement Savings Plan (NY) $848M · 4,596
- Anywhere Real Estate Group LLC Employee Savings Plan (NJ) $847M · 9,220
- Vizient 401(k) Savings Plan (TX) $847M · 3,916
- Micro Focus US 401(k) Plan. (CA) $847M · 2,888
Similar participant headcount
Nearest other-state filings by covered participants (13,998 participants); asset peers above are excluded.
- Pharmaceutical Product Development, LLC Retirement Savings Plan (NC) 14,003 · 5 off
- Ntess Savings and Income Plan (NM) 14,007 · 9 off
- Corecivic 401(k) Plan (TN) 13,988 · 10 off
- Good Samaritan Society 401(k) Plan (SD) 13,988 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.