ESOP · DOL Form 5500 · 2023

Heartland Companies, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
46th
Percentile by assets National rank
$156,972
Avg per participant Above avg balance/head
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Official DOL plan name: Heartland Companies, Inc. Employee Stock Ownership Plan · Sponsored by Heartland Companies, Inc. · Iowa · Construction

$5M in assets, 35 participants

Heartland Companies, Inc.'s Heartland Companies, Inc. Employee Stock Ownership Plan reported $5M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,007 in Construction (9,030 peers)

Heartland Companies, Inc. multi-year trail

Heartland Companies, Inc.'s plans moved +590.8% in assets from 2022 to 2024; this filing shows Heartland Companies, Inc. Employee Stock Ownership Plan at $5M / 35 participants.

#4,007
in Construction (9,030 peers)
+158.8%
assets growth YoY

Heartland Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Heartland Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,494,010 46th percentile higher than 46% of 127,068 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 2023

Heartland Companies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Companies, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Heartland Companies, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heartland Companies, Inc. Employee Stock Ownership Plan reported participants fell from 39 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833002663 · Heartland Companies, Inc. PY 2023 · ESOP

Heartland Companies, Inc. Employee Stock Ownership Plan · $5M · 35 · 46th

  • NET $5M
  • BOOK 35
  • VS-ST 46th
  • BOY ESOP
  • SCH near Central Penn, Inc. Employee Stock Ownership Plan
  • EBSA ind #4007

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 What is an ESOP? → · Plans in Iowa →

Heartland Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$5MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$5MCentral Penn, Inc. Employee Stock Ownership PlanCentral Penn, Inc. Employee …$5MStudio Moulding, Inc. Employee Stock Ownership PlanStudio Moulding, Inc. Employ…$5MGoody, Clancy & Associates Employee Stock Ownership PlanGoody, Clancy & Associates E…$5M
End-of-year total assets ($M) among Heartland Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Heartland Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heartland Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 590.785561812677% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $2.12M $14.7M ▲ +592.0%
Year Plans Participants Total Assets
2022 1 39 $2M
2023 1 35 $5M
2024 1 39 $15M

Heartland Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$4M
Net Income$4M
Employer EIN833002663
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Heartland Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Heartland Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.49401 · Participants: 35Heartland Companies, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Heartland Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Heartland Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Heartland Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($5M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heartland Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Heartland Companies, Inc. Employee Stock Ownership Plan surged - up 158.8% during 2023, from $2M to $5M. Reported net income was $4M.
How have Heartland Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Companies, Inc.'s sponsor-wide assets grew 590.8%, from $2M to $15M.
Which ESOP plans are similar in size to Heartland Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Penn, Inc. Employee Stock Ownership Plan in PA ($5M, 92 participants).
Which ESOP plans cover a similar participant headcount to Heartland Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833002663.

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.