Defined Benefit (Pension) · DOL Form 5500 · 2022
Heartland Co-Op Pension Plan
Data updated 2026-08-11
- $72M
- Total assets
- 432
- Participants
- 91st
- Percentile by assets
- $167,778
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $72M
- total plan assets (2022 EOY)
- 432
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $167,778
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Restated Contributory Retirement Plan for Cooperatives outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | -$6M |
| Employer EIN | 420242420 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Co-Op)
| 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
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $287M · 1,641
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Restated Contributory Retirement Plan for Cooperatives by total assets, not by location.
- Foster Wheeler Inc. Salaried Employees Pension Plan (NJ) $72M · 44
- Commerzbank Aktiengesellschaft Pension Plan for United States Branches (NY) $73M · 104
- Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee (TN) $73M · 1,574
- Employees' Retirement Plan of S&t Bank (PA) $72M · 265
Frequently Asked Questions
How did The Restated Contributory Retirement Plan for Cooperatives assets move in 2022? ▼
How have Heartland Co-Op plan assets changed over time? ▼
Where does The Restated Contributory Retirement Plan for Cooperatives rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Restated Contributory Retirement Plan for Cooperatives? ▼
Next read for The Restated Contributory Retirement Pla…
Scale reading
Ways to act on The Restated Contributory Retirement Plan for Cooperatives's numbers.
- By total assets, The Restated Contributory Retirement Plan for Cooperatives ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
- Heartland Co-Op's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans