401(k) · DOL Form 5500 · 2022
Heartland Technology Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 180
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $167,436
- Avg per participant Above avg balance/head
Official DOL plan name: Heartland Technology Group Savings and Retirement Plan · Sponsored by Heartland Technology Group, Inc. · Wisconsin · Professional & Technical Services
$30M in assets, 180 participants
Heartland Technology Group, Inc.'s Heartland Technology Group Savings and Retirement Plan reported $30M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,998 in Professional & Technical Services (21,562 peers)
Coverage in Wisconsin
Heartland Technology Group Savings and Retirement Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.
- #17,998
- in Professional & Technical Services (21,562 peers)
- -48.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Technology Group Savings and Retirement Plan's outsized position by total assets
Heartland Technology Group Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,138,512 Top 17% higher than 83% 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 Technology Group Savings and Retirement 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 Technology Group Savings and Retirement Plan sits mid-pack in the medium band (180 participants).
Plan-year Form 5500 strip
Filing strip 391659152 · Heartland Technology Group, Inc. PY 2022 · 401(k)
Heartland Technology Group Savings and Retirement Plan · $30M · 180 · 83rd
- VS-ST $30M
- BOY 180
- SCH 83rd
- EBSA 401(k)
- PART near Ruggeri-Jensen-Azar 401(k) Retirement Plan
- TYPE ind #17998
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Heartland Technology Group Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$29M |
| Employer EIN | 391659152 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Technology Group, Inc.)
Sponsor-wide plan assets over time
All Heartland Technology Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 7.181977000058929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $30M |
| 2023 | 1 | 182 | $31M |
| 2024 | 1 | 200 | $32M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Heartland Technology Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ruggeri-Jensen-Azar 401(k) Retirement Plan in CA ($30M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Ruggeri-Jensen-Azar 401(k) Retirement Plan (CA) $30M · 84
- Concord Management, Ltd. 401(k) Plan (FL) $30M · 501
- Kordsa, Inc. 401(k) Profit Sharing Plan (TN) $30M · 412
- Con Am 401(k) Retirement Plan (CA) $30M · 1,393
Similar participant headcount
Nearest other-state filings by covered participants (180 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.