401(k) · DOL Form 5500 · 2023

Heartland Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
120
Participants Small participant base
69th
Percentile by assets National rank
$138,590
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Bank 401(k) Retirement Plan · Sponsored by Heartland Bank · Nebraska · Finance & Insurance

$17M in assets, 120 participants

Heartland Bank's Heartland Bank 401(k) Retirement Plan reported $17M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,862 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Heartland Bank 401(k) Retirement Plan covers 120 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $17M.

#4,862
in Finance & Insurance (8,869 peers)
+23.5%
assets growth YoY

Heartland Bank 401(k) Retirement Plan's outsized position by total assets

Heartland Bank 401(k) Retirement Plan vs every filed plan by assets

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

$16,630,817 Top 31% higher than 69% 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 Bank 401(k) Retirement 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 Bank 401(k) Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Bank 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heartland Bank 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Heartland Bank 401(k) Retirement Plan reported participants fell from 123 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470737684 · Heartland Bank PY 2023 · 401(k)

Heartland Bank 401(k) Retirement Plan · $17M · 120 · 69th

  • BOOK $17M
  • BOOK 120
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Horizon Forest Products, L.P. 401(k) Plan
  • BOOK ind #4862

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 Nebraska →

Heartland Bank 401(k) Retirement Plan in the asset neighbourhood

Heartland Bank 401(k) Retirement PlanHeartland Bank 401(k) Retire…$17MHorizon Forest Products, L.P. 401(k) PlanHorizon Forest Products, L.P…$17MSavings Plan of Danny Herman Trucking EmployeesSavings Plan of Danny Herman…$17MRevhealth 401(k) Plan$17MHatch Stamping Company 401(k) PlanHatch Stamping Company 401(k…$17M
End-of-year total assets ($M) among Heartland Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN470737684
Plan Effective Date1958-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Bank)

Sponsor-wide plan assets over time

All Heartland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.253340816762886% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.7M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 123 $13M
2023 1 120 $17M
2024 1 123 $20M

Nearby 401(k) Plans in Nebraska

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

Heartland Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Heartland Bank 401(k) Retirement Plan, Total assets ($B): 0.016630817 · Participants: 120Heartland Bank 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Heartland Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Heartland Bank 401(k) Retirement Plan side-by-side with 3 peers →

Heartland Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Horizon Forest Products, L.P. 401(k) Plan in NC ($17M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Bank 401(k) Retirement Plan assets move in 2023? ▼
Heartland Bank 401(k) Retirement Plan grew sharply - up 23.5% during 2023, from $13M to $17M. Reported net income was $3M.
How have Heartland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Bank's sponsor-wide assets grew 46.3%, from $13M to $20M.
Which 401(k) plans are similar in size to Heartland Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizon Forest Products, L.P. 401(k) Plan in NC ($17M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 470737684.

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.