Other · DOL Form 5500 · 2022
Heartland Senior Living Retirement Plan
Data updated 2026-08-25
- $355K
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 15th
- Percentile by assets National rank
- $1,858
- Avg per participant Low balance/head
Official DOL plan name: Heartland Senior Living 403b Plan · Sponsored by Heartland Senior Living · Minnesota · Healthcare & Social Assistance
$355K in assets, 191 participants
Heartland Senior Living's Heartland Senior Living 403b Plan reported $355K in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,244 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Heartland Senior Living 403b Plan covers 191 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $355K.
- #2,244
- in Healthcare & Social Assistance (20,060 peers)
- -31.2%
- assets change YoY
The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Senior Living 403b Plan among the smaller filed plans by assets
Heartland Senior Living 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$354,839 15th percentile higher than 15% 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 Senior Living 403b 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 Senior Living 403b Plan sits mid-pack in the medium band (191 participants).
Plan-year Form 5500 strip
Filing strip 463675050 · Heartland Senior Living PY 2022 · Other
Heartland Senior Living 403b Plan · $355K · 191 · 15th
- EBSA $355K
- PART 191
- TYPE 15th
- NET Other
- BOOK near Inwood Community Services, Inc. 403(b) Retirement Plan
- VS-ST ind #2244
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 Minnesota →
Heartland Senior Living 403b Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $516K |
|---|---|
| Net Assets (End of Year) | $355K |
| Net Income | -$161K |
| Employer EIN | 463675050 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Heartland Senior Living 403b Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Inwood Community Services, Inc. 403(b) Retirement Plan in NY ($354K); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355K here).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Dana Hall School Retirement Plan for Employees (MA) 191 · 0 off
- Pilgrim Place in Claremont 403(b) Plan (CA) 191 · 0 off
- Barton College Retirement Plan (NC) 191 · 0 off
- Gill St. Bernard's DC Retirement Plan (NJ) 191 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.