401(k) · DOL Form 5500 · 2023

Heartland Dental, LLC 401(k) Plan

Data updated 2026-08-25

$997M
Total assets Very large vs avg
18,531
Participants Very large workforce
99th
Percentile by assets National rank
$53,799
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Dental 401(k) and Stock Participation Plan · Sponsored by Heartland Dental, LLC · Illinois · Healthcare & Social Assistance

$997M in assets, 18,531 participants

Heartland Dental, LLC's Heartland Dental 401(k) and Stock Participation Plan reported $997M in total assets and 18,531 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,477 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Heartland Dental 401(k) and Stock Participation Plan covers 18,531 participants in Illinois, 24x the typical Illinois plan (state average ~779 per filing). Assets: $997M.

#17,477
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
10×
vs typical plan assets (national mean)

Heartland Dental 401(k) and Stock Participation Plan's outsized position by total assets

Heartland Dental 401(k) and Stock Participation Plan vs every filed plan by assets

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

$996,952,237 Top 1% higher than 99% 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 Dental 401(k) and Stock Participation Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Dental 401(k) and Stock Participation Plan is a mega filing (18,531 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Dental 401(k) and Stock Participation Plan reported net income rose from -$92M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • Heartland Dental 401(k) and Stock Participation Plan reported participants rose from 13,998 in the plan year 2022 filing to 18,531 in the plan year 2023 filing.
  • Heartland Dental 401(k) and Stock Participation Plan end-of-year assets rose from $847M in the plan year 2022 filing to $997M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010854205 · Heartland Dental, LLC PY 2023 · 401(k)

Heartland Dental 401(k) and Stock Participation Plan · $997M · 18,531 · 99th

  • VS-ST $997M
  • VS-ST 18,531
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Transcanada 401(k) and Savings Plan
  • VS-ST ind #17477

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Heartland Dental 401(k) and Stock Participation Plan in the asset neighbourhood

Sunbelt Rentals, Inc. Retirement Savings PlanSunbelt Rentals, Inc. Retire…$997MHeartland Dental 401(k) and Stock Participation PlanHeartland Dental 401(k) and …$997MTranscanada 401(k) and Savings PlanTranscanada 401(k) and Savin…$996MThe Putnam Retirement Plan$996MGen Digital Inc. 401(k) Plan$996M
End-of-year total assets ($M) among Heartland Dental 401(k) and Stock Participation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$847M
Net Assets (End of Year)$997M
Net Income$150M
Employer EIN010854205
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Dental, LLC)

Sponsor-wide plan assets over time

All Heartland Dental, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 34.15545051921864% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.85B $1.14B ▲ +34.1%
Year Plans Participants Total Assets
2022 1 13,998 $847M
2023 1 18,531 $997M
2024 1 19,102 $1.1B

Nearby 401(k) Plans in Illinois

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

Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 05101520 Total assets ($B) Participants Heartland Dental 401(k) and Stock Participation Plan, Total assets ($B): 0.996952237 · Participants: 18531Heartland Dental 401(k) and Stock Participation PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heartland Dental 401(k) and Stock Participation Plan side-by-side with 3 peers →

Scale composition for Heartland Dental 401(k) and Stock Participation Plan

Heartland Dental 401(k) and Stock Participation Plan reports $997M in end-of-year assets across 18,531 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $53,799 per participant (39% of the national average assets-per-participant) . Net income for plan year 2023 was $150M.

This plan identity (EIN 010854205, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $1.1B (+34.2%) while covered participants moved from 13,998 to 19,102 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,998 $847M Open filing
2023 18,531 $997M This page
2024 · index core 19,102 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Heartland Dental 401(k) and Stock Participation Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Transcanada 401(k) and Savings Plan in ($996M); by covered participants it is Autozone, Inc. 401(k) Plan in TN (18,535 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($997M here).

Similar participant headcount

Nearest other-state filings by covered participants (18,531 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 Dental 401(k) and Stock Participation Plan assets move in 2023? ▼
Heartland Dental 401(k) and Stock Participation Plan grew sharply - up 17.7% during 2023, from $847M to $997M. Reported net income was $150M.
How have Heartland Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Dental, LLC's sponsor-wide assets grew 34.2%, from $847M to $1.1B.
Where does Heartland Dental 401(k) and Stock Participation Plan rank by assets among Form 5500 filers? ▼
Heartland Dental 401(k) and Stock Participation Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Heartland Dental 401(k) and Stock Participation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transcanada 401(k) and Savings Plan in ($996M, 3,116 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Dental 401(k) and Stock Participation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autozone, Inc. 401(k) Plan in TN (18,535 participants, $967M 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 010854205.

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.