401(k) · DOL Form 5500 · 2023
Heartland Dental, LLC 401(k) Plan
Data updated 2026-08-11
- $997M
- Total assets
- 18,531
- Participants
- 99th
- Percentile by assets
- $53,799
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $997M
- total plan assets (2023 EOY)
- 18,531
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $53,799
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Heartland Dental 401(k) and Stock Participation Plan reports 18,531 participants - 24x that state average ($997M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $847M |
|---|---|
| Net Assets (End of Year) | $997M |
| Net Income | $150M |
| Employer EIN | 010854205 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Dental, LLC)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
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 (401(k), $1.1B, 19,102 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heartland Dental 401(k) and Stock Participation Plan by total assets, not by location.
- Transcanada 401(k) and Savings Plan () $996M · 3,116
- Sunbelt Rentals, Inc. Retirement Savings Plan (SC) $997M · 16,458
- The Putnam Retirement Plan (CO) $996M · 1,316
- Gen Digital Inc. 401(k) Plan (AZ) $996M · 1,209
Frequently Asked Questions
How did Heartland Dental 401(k) and Stock Participation Plan assets move in 2023? ▼
How have Heartland Dental, LLC plan assets changed over time? ▼
Where does Heartland Dental 401(k) and Stock Participation Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Heartland Dental 401(k) and Stock Participation Plan? ▼
Next read for Heartland Dental 401(k) and Stock Partic…
Filing takeaways
Ways to act on Heartland Dental 401(k) and Stock Participation Plan's numbers.
- By total assets, Heartland Dental 401(k) and Stock Participation Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Heartland Dental, LLC's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans