401(k) · DOL Form 5500 · 2023

Heartland Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
135
Participants Small participant base
62nd
Percentile by assets National rank
$86,053
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Farms, Inc. 401(k) Plan · Sponsored by Heartland Farms, Inc. · Wisconsin · Manufacturing

$12M in assets, 135 participants

Heartland Farms, Inc.'s Heartland Farms, Inc. 401(k) Plan reported $12M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,140 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Heartland Farms, Inc. 401(k) Plan covers 135 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#9,140
in Manufacturing (18,722 peers)
+21.9%
assets growth YoY

Heartland Farms, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Heartland Farms, Inc. 401(k) Plan vs every filed plan by assets

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

$11,617,144 Top 38% higher than 62% 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 Farms, Inc. 401(k) 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 Farms, Inc. 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Farms, Inc. 401(k) Plan reported net income rose from -$996K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heartland Farms, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Heartland Farms, Inc. 401(k) Plan reported participants fell from 144 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391690005 · Heartland Farms, Inc. PY 2023 · 401(k)

Heartland Farms, Inc. 401(k) Plan · $12M · 135 · 62nd

  • BOOK $12M
  • VS-ST 135
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Hospice of East Texas Safe Harbor 401(k) Plan
  • PART ind #9140

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 Manufacturing retirement plans → · Plans in Wisconsin →

Heartland Farms, Inc. 401(k) Plan in the asset neighbourhood

Heartland Farms, Inc. 401(k) PlanHeartland Farms, Inc. 401(k)…$12MHospice of East Texas Safe Harbor 401(k) PlanHospice of East Texas Safe H…$12MArthritis Center of Nebraska Profit Sharing PlanArthritis Center of Nebraska…$12MJr Manufacturing, Inc. 401(k) PlanJr Manufacturing, Inc. 401(k…$12MTen Gun Design 401(k) Plan$12M
End-of-year total assets ($M) among Heartland Farms, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN391690005
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Farms, Inc.)

Sponsor-wide plan assets over time

All Heartland Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.84765553805732% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.53M $13M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 144 $10M
2023 1 135 $12M
2024 1 158 $13M

Nearby 401(k) Plans in Wisconsin

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

Heartland Farms, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heartland Farms, Inc. 401(k) Plan, Total assets ($B): 0.011617144 · Participants: 135Heartland Farms, Inc. 401(k) 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 Farms, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Farms, Inc. 401(k) Plan side-by-side with 3 peers →

Heartland Farms, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($12M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Farms, Inc. 401(k) Plan assets move in 2023? ▼
Heartland Farms, Inc. 401(k) Plan grew sharply - up 21.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Heartland Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Farms, Inc.'s sponsor-wide assets grew 35.8%, from $10M to $13M.
Which 401(k) plans are similar in size to Heartland Farms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($12M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Farms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 391690005.

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.