401(k) · DOL Form 5500 · 2023

Heartland Realty Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
50th
Percentile by assets National rank
$58,923
Avg per participant Low balance/head
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Official DOL plan name: Heartland Realty Investors, Inc. Profit Sharing Plan & Trust · Sponsored by Heartland Realty Investors, Inc. · Minnesota · Real Estate

$7M in assets, 113 participants

Heartland Realty Investors, Inc.'s Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported $7M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,259 in Real Estate (4,727 peers)

Coverage in Minnesota

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust covers 113 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#3,259
in Real Estate (4,727 peers)
+6.6%
assets growth YoY

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,658,296 Top 50% higher than 50% 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 Realty Investors, Inc. Profit Sharing Plan & Trust 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 Realty Investors, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported net income rose from -$608K in the plan year 2022 filing to $415K in the plan year 2023 filing.
  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported participants rose from 106 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411308270 · Heartland Realty Investors, Inc. PY 2023 · 401(k)

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust · $7M · 113 · 50th

  • EIN $7M
  • EIN 113
  • EIN 50th
  • EIN 401(k)
  • EIN near Hound Technology, Inc 401(k) Plan
  • EIN ind #3259

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 Real Estate retirement plans → · Plans in Minnesota →

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Heartland Realty Investors, Inc. Profit Sharing Plan & TrustHeartland Realty Investors, …$7MHound Technology, Inc 401(k) PlanHound Technology, Inc 401(k)…$7MFirst Seacoast Bank Safe Harbor 401(k) PlanFirst Seacoast Bank Safe Har…$7MMilosch's Palace Chrysler Jeep Dodge, Inc. 401(k) Plan & TrustMilosch's Palace Chrysler Je…$7MYates Industries, Inc. 401(k) Profit Sharing Plan and TrustYates Industries, Inc. 401(k…$7M
End-of-year total assets ($M) among Heartland Realty Investors, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$415K
Employer EIN411308270
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Realty Investors, Inc.)

Sponsor-wide plan assets over time

All Heartland Realty Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.63206301175993% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.24M $8.09M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 106 $6M
2023 1 113 $7M
2024 1 116 $8M

Nearby 401(k) Plans in Minnesota

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

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Heartland Realty Investors, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.006658296 · Participants: 113Heartland Realty Investors, Inc. Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heartland Realty Investors, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hound Technology, Inc 401(k) Plan in CA ($7M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Realty Investors, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Heartland Realty Investors, Inc. Profit Sharing Plan & Trust grew at a solid clip - up 6.6% during 2023, from $6M to $7M. Reported net income was $415K.
How have Heartland Realty Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Realty Investors, Inc.'s sponsor-wide assets grew 29.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Heartland Realty Investors, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hound Technology, Inc 401(k) Plan in CA ($7M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Realty Investors, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 411308270.

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.