401(k) · DOL Form 5500 · 2022

Heartland Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
299
Participants Below avg headcount
76th
Percentile by assets National rank
$59,742
Avg per participant Low balance/head
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Official DOL plan name: Heartland Bank 401(k) Profit Sharing Plan · Sponsored by Heartland Bank · Ohio · Finance & Insurance

$18M in assets, 299 participants

Heartland Bank's Heartland Bank 401(k) Profit Sharing Plan reported $18M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,687 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Heartland Bank 401(k) Profit Sharing Plan covers 299 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#5,687
in Finance & Insurance (9,261 peers)
-5.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $957K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartland Bank 401(k) Profit Sharing Plan's outsized position by total assets

Heartland Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,862,924 Top 24% higher than 76% 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 Bank 401(k) Profit Sharing 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 Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (299 participants).

Form 5500 schedule snapshot

Filing strip 314159950 · Heartland Bank PY 2022 · 401(k)

Heartland Bank 401(k) Profit Sharing Plan · $18M · 299 · 76th

  • PCT $18M
  • EIN 299
  • RANK 76th
  • PHOTO 401(k)
  • IND near Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust
  • EOY ind #5687

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 Finance & Insurance retirement plans → · Plans in Ohio →

Heartland Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Heartland Bank 401(k) Profit Sharing PlanHeartland Bank 401(k) Profit…$18MFranklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and TrustFranklin Bank & Trust Compan…$18MTriangle Brick Company Incentive Savings and Retirement PlanTriangle Brick Company Incen…$18MChristian & Small 401(k) Profit Sharing PlanChristian & Small 401(k) Pro…$18MSouthwest Dealer Services 401(k) PlanSouthwest Dealer Services 40…$18M
End-of-year total assets ($M) among Heartland Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$957K
Employer EIN314159950
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Bank)

Sponsor-wide plan assets over time

All Heartland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 54.29487915864166% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $27.6M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 299 $18M
2023 1 292 $21M
2024 1 271 $28M

Nearby 401(k) Plans in Ohio

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

Heartland Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Heartland Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.017862924 · Participants: 299Heartland Bank 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Heartland Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heartland Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heartland Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($18M); by covered participants it is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Bank 401(k) Profit Sharing Plan assets move in 2022? ▼
Heartland Bank 401(k) Profit Sharing Plan edged down modestly - down 5.0% during 2022, from $19M to $18M. Reported net income was -$957K.
How have Heartland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Bank's sponsor-wide assets grew 54.3%, from $18M to $28M.
Where does Heartland Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heartland Bank 401(k) Profit Sharing Plan ranks in the 76th 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 Heartland Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($18M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 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 314159950.

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.