Defined Benefit (Pension) · DOL Form 5500 · 2022

Heartland Co-Op Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
432
Participants Below avg headcount
91st
Percentile by assets National rank
$167,778
Avg per participant Above avg balance/head
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Official DOL plan name: The Restated Contributory Retirement Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing

$72M in assets, 432 participants

Heartland Co-Op's The Restated Contributory Retirement Plan for Cooperatives reported $72M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #1,461 in Agriculture, Forestry & Fishing (1,523 peers)

Where The Restated Contributory Retirement Plan for Cooperatives sits by assets

The Restated Contributory Retirement Plan for Cooperatives sits in the top 10% of all filed plans by assets, $72M for 432 participants (~$167,778/participant), down 7.4% in 2022.

#1,461
in Agriculture, Forestry & Fishing (1,523 peers)
-7.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Restated Contributory Retirement Plan for Cooperatives's outsized position by total assets

The Restated Contributory Retirement Plan for Cooperatives vs every filed plan by assets

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

$72,480,100 Top 9% higher than 91% 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 Contributory Retirement 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 Contributory Retirement Plan for Cooperatives sits mid-pack in the medium band (432 participants).

DOL schedule card

Filing strip 420242420 · Heartland Co-Op PY 2022 · Defined Benefit (Pension)

The Restated Contributory Retirement Plan for Cooperatives · $72M · 432 · 91st

  • BOY $72M
  • SCH 432
  • EBSA 91st
  • PART Defined Benefit (Pension)
  • TYPE near Foster Wheeler Inc. Salaried Employees Pension Plan
  • NET ind #1461

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 Contributory Retirement Plan for Cooperatives in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of TennesseeNon-Contributory Retirement …$73MCommerzbank Aktiengesellschaft Pension Plan for United States BranchesCommerzbank Aktiengesellscha…$73MThe Restated Contributory Retirement Plan for CooperativesThe Restated Contributory Re…$72MFoster Wheeler Inc. Salaried Employees Pension PlanFoster Wheeler Inc. Salaried…$72MEmployees' Retirement Plan of S&t BankEmployees' Retirement Plan o…$72M
End-of-year total assets ($M) among The Restated Contributory Retirement Plan for Cooperatives and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$72M
Net Income-$6M
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 Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Restated Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Restated Contributory Retirement Plan for Cooperatives, Total assets ($B): 0.0724801 · Participants: 432The Restated Contributory Retirement Plan for CooperativesTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
The Restated Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare The Restated Contributory Retirement Plan for Cooperatives side-by-side with 3 peers →

The Restated Contributory Retirement Plan for Cooperatives's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Foster Wheeler Inc. Salaried Employees Pension Plan in NJ ($72M); by covered participants it is Retirement Plan for Employees of Bridgeport Hospital in CT (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Contributory Retirement Plan for Cooperatives assets move in 2022? ▼
The Restated Contributory Retirement Plan for Cooperatives pulled back noticeably - down 7.4% during 2022, from $78M to $72M. Reported net income was -$6M.
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 Contributory Retirement Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Contributory Retirement Plan for Cooperatives ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Restated Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Foster Wheeler Inc. Salaried Employees Pension Plan in NJ ($72M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Restated Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Bridgeport Hospital in CT (432 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 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.