401(k) · DOL Form 5500 · 2022
Heartland Family Service 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 577
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $16,194
- Avg per participant Low balance/head
Official DOL plan name: Heartland Family Service Retirement Plan · Sponsored by Heartland Family Service · Nebraska · Healthcare & Social Assistance
$9M in assets, 577 participants
Heartland Family Service's Heartland Family Service Retirement Plan reported $9M in total assets and 577 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,856 in Healthcare & Social Assistance (20,060 peers)
Heartland Family Service multi-year trail
Heartland Family Service's plans moved +42.2% in assets from 2022 to 2024; this filing shows Heartland Family Service Retirement Plan at $9M / 577 participants.
- #13,856
- in Healthcare & Social Assistance (20,060 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Family Service Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heartland Family Service Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,343,910 Top 36% higher than 64% 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 Family Service Retirement 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 Family Service Retirement Plan sits mid-pack in the medium band (577 participants).
DOL schedule card
Filing strip 470390618 · Heartland Family Service PY 2022 · 401(k)
Heartland Family Service Retirement Plan · $9M · 577 · 64th
- EBSA $9M
- PART 577
- TYPE 64th
- NET 401(k)
- BOOK near Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #13856
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 Nebraska →
Heartland Family Service Retirement Plan in the asset neighbourhood
Heartland Family Service multi-year asset trail
Sponsor-wide plan assets over time
All Heartland Family Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 42.23306945379397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 577 | $9M |
| 2023 | 1 | 457 | $11M |
| 2024 | 1 | 416 | $13M |
Heartland Family Service filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 470390618 |
| Plan Effective Date | 2018-05-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Heartland Family Service Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan in VA ($9M); by covered participants it is Golub Capital LLC 401(k) Plan in IL (577 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 (577 participants); asset peers above are excluded.
- Golub Capital LLC 401(k) Plan (IL) 577 · 0 off
- The Widewaters Group Inc. Retirement Savings Plan (NY) 577 · 0 off
- Whitaker Construction Co. , Inc. 401(k) Plan (UT) 577 · 0 off
- Mitsui and Co. (U. S. a), Inc. 401(k) Retirement Plan (NY) 577 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.