401(k) · DOL Form 5500 · 2023

Heartland Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
126
Participants Small participant base
68th
Percentile by assets National rank
$123,588
Avg per participant Near avg balance/head
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Official DOL plan name: Heartland Credit Union Capital Accumulation Plan · Sponsored by Heartland Credit Union · Wisconsin · Finance & Insurance

$16M in assets, 126 participants

Heartland Credit Union's Heartland Credit Union Capital Accumulation Plan reported $16M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,720 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Heartland Credit Union Capital Accumulation Plan covers 126 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,720
in Finance & Insurance (8,869 peers)
+20.1%
assets growth YoY

Heartland Credit Union Capital Accumulation Plan's outsized position by total assets

Heartland Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$15,572,034 Top 32% higher than 68% 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 Credit Union Capital Accumulation 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. Heartland Credit Union Capital Accumulation Plan sits mid-pack in the medium band (126 participants).

Form 5500 schedule snapshot

Filing strip 390716655 · Heartland Credit Union PY 2023 · 401(k)

Heartland Credit Union Capital Accumulation Plan · $16M · 126 · 68th

  • PCT $16M
  • PCT 126
  • PCT 68th
  • PCT 401(k)
  • PCT near Brixey & Meyer, Inc. 401(k) Profit Sharing Plan
  • PCT ind #4720

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 Wisconsin →

Heartland Credit Union Capital Accumulation Plan in the asset neighbourhood

Heartland Credit Union Capital Accumulation PlanHeartland Credit Union Capit…$16MBrixey & Meyer, Inc. 401(k) Profit Sharing PlanBrixey & Meyer, Inc. 401(k) …$16MIllinois Retina Associates, S.C. 401(k) PlanIllinois Retina Associates, …$16MCypress Holdings, Inc. Salary Deferral PlanCypress Holdings, Inc. Salar…$16MToyota of Watertown 401(k) PlanToyota of Watertown 401(k) P…$16M
End-of-year total assets ($M) among Heartland Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN390716655
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Credit Union)

Sponsor-wide plan assets over time

All Heartland Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 20232024 $15.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 126 $16M
2024 1 124 N/A

Nearby 401(k) Plans in Wisconsin

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

Heartland Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heartland Credit Union Capital Accumulation Plan, Total assets ($B): 0.015572034 · Participants: 126Heartland Credit Union Capital Accumulation PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Heartland Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Heartland Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brixey & Meyer, Inc. 401(k) Profit Sharing Plan in OH ($16M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Credit Union Capital Accumulation Plan assets move in 2023? ▼
Heartland Credit Union Capital Accumulation Plan grew sharply - up 20.1% during 2023, from $13M to $16M. Reported net income was $2M.
Which 401(k) plans are similar in size to Heartland Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brixey & Meyer, Inc. 401(k) Profit Sharing Plan in OH ($16M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 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 390716655.

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.