401(k) · DOL Form 5500 · 2022

Heartland Co-Op 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
589
Participants Below avg headcount
87th
Percentile by assets National rank
$78,610
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing

$46M in assets, 589 participants

Heartland Co-Op's The Restated Thrift/Profit Sharing Plan for Cooperatives reported $46M in total assets and 589 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #1,410 in Agriculture, Forestry & Fishing (1,523 peers)

Where The Restated Thrift/Profit Sharing Plan for Cooperatives sits by assets

The Restated Thrift/Profit Sharing Plan for Cooperatives sits in the top quartile of all filed plans by assets, $46M for 589 participants (~$78,610/participant), down 18.8% in 2022.

#1,410
in Agriculture, Forestry & Fishing (1,523 peers)
-18.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets

The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets

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

$46,300,997 Top 13% higher than 87% 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

The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (589 participants).

Published 5500 schedule card

Filing strip 420242420 · Heartland Co-Op PY 2022 · 401(k)

The Restated Thrift/Profit Sharing Plan for Cooperatives · $46M · 589 · 87th

  • VS-ST $46M
  • BOY 589
  • SCH 87th
  • EBSA 401(k)
  • PART near Foresight Energy LLC 401(k) Plan
  • TYPE ind #1410

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood

Labware Holdings, Inc. 401(k) Profit Sharing PlanLabware Holdings, Inc. 401(k…$46MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$46MForesight Energy LLC 401(k) PlanForesight Energy LLC 401(k) …$46MMdwest One, P. C. Profit Sharing PlanMdwest One, P. C. Profit Sha…$46MPma Consultants LLC 401(k) Savings and Retirement PlanPma Consultants LLC 401(k) S…$46M
End-of-year total assets ($M) among The Restated Thrift/Profit Sharing Plan for Cooperatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$46M
Net Income-$11M
Employer EIN420242420
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Co-Op)

Sponsor-wide plan assets over time

All Heartland Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$145M 22.045184512818565% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $119M $145M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 1,021 $119M
2023 2 1,022 $137M
2024 2 1,100 $145M

Nearby 401(k) Plans in Iowa

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

The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants The Restated Thrift/Profit Sharing Plan for Cooperatives, Total assets ($B): 0.046300997 · Participants: 589The Restated Thrift/Profit Sharing Plan for CooperativesThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Restated Thrift/Profit Sharing Plan for Cooperatives side-by-side with 3 peers →

The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Foresight Energy LLC 401(k) Plan in MO ($46M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (589 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 The Restated Thrift/Profit Sharing Plan for Cooperatives assets move in 2022? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives declined sharply - down 18.8% during 2022, from $57M to $46M. Reported net income was -$11M.
How have Heartland Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Co-Op's sponsor-wide assets grew 22.0%, from $119M to $145M.
Where does The Restated Thrift/Profit Sharing Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by assets is Foresight Energy LLC 401(k) Plan in MO ($46M, 693 participants).
Which 401(k) plans cover a similar participant headcount to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (589 participants, $37M 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 420242420.

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.