401(k) · DOL Form 5500 · 2023

Heartland Capital Investments, LLC 401(k) Plan

Data updated 2026-08-25

$520K
Total assets Small plan by assets
179
Participants Small participant base
18th
Percentile by assets National rank
$2,904
Avg per participant Low balance/head
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Official DOL plan name: Integrity Fund 401(k) Plan · Sponsored by Heartland Capital Investments, LLC · Kentucky · Finance & Insurance

$520K in assets, 179 participants

Heartland Capital Investments, LLC's Integrity Fund 401(k) Plan reported $520K in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #990 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Integrity Fund 401(k) Plan covers 179 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $520K.

#990
in Finance & Insurance (8,869 peers)
$520K
reported net income

Integrity Fund 401(k) Plan among the smaller filed plans by assets

Integrity Fund 401(k) Plan vs every filed plan by assets

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

$519,818 18th percentile higher than 18% 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

Integrity Fund 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrity Fund 401(k) Plan sits mid-pack in the medium band (179 participants).

EBSA filing schedule strip

Filing strip 461980140 · Heartland Capital Investments, LLC PY 2023 · 401(k)

Integrity Fund 401(k) Plan · $520K · 179 · 18th

  • PART $520K
  • TYPE 179
  • NET 18th
  • BOOK 401(k)
  • VS-ST near Humble Homes, Inc. 401(k) Plan
  • BOY ind #990

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Integrity Fund 401(k) Plan in the asset neighbourhood

Integrity Fund 401(k) Plan$520KHumble Homes, Inc. 401(k) PlanHumble Homes, Inc. 401(k) Pl…$520KBig Bird Nerds Inc. 401(k) PlanBig Bird Nerds Inc. 401(k) P…$520KDph Investments, Inc. 401(k) Profit Sharing PlanDph Investments, Inc. 401(k)…$520KVasquez Business Investments, Inc. 401(k) PlanVasquez Business Investments…$520K
End-of-year total assets ($M) among Integrity Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$520K
Net Income$520K
Employer EIN461980140
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Capital Investments, LLC)

Sponsor-wide plan assets over time

All Heartland Capital Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 161.06983598105492% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M 20232024 $0.52M $1.36M ▲ +161.5%
Year Plans Participants Total Assets
2023 1 179 $520K
2024 1 210 $1M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Integrity Fund 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Integrity Fund 401(k) Plan, Total assets ($B): 0.000519818 · Participants: 179Integrity Fund 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Integrity Fund 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Integrity Fund 401(k) Plan side-by-side with 3 peers →

Integrity Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Humble Homes, Inc. 401(k) Plan in AL ($520K); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($520K here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 have Heartland Capital Investments, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Heartland Capital Investments, LLC's sponsor-wide assets grew 161.1%, from $520K to $1M.
Where does Integrity Fund 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrity Fund 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integrity Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Humble Homes, Inc. 401(k) Plan in AL ($520K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Integrity Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 461980140.

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.