401(k) · DOL Form 5500 · 2023

Heartland Co-Op 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
606
Participants Below avg headcount
86th
Percentile by assets National rank
$84,208
Avg per participant Below avg balance/head
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Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing

$51M in assets, 606 participants

Heartland Co-Op's The Restated Thrift/Profit Sharing Plan for Cooperatives reported $51M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #1,178 in Agriculture, Forestry & Fishing (1,288 peers)

Where The Restated Thrift/Profit Sharing Plan for Cooperatives sits by assets

The Restated Thrift/Profit Sharing Plan for Cooperatives sits in the top quartile of all filed plans by assets, $51M for 606 participants (~$84,208/participant), up 10.2% in 2023.

#1,178
in Agriculture, Forestry & Fishing (1,288 peers)
+10.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets

The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets

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

$51,030,064 Top 14% higher than 86% 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

The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (606 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives end-of-year assets rose from $46M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported participants rose from 589 in the plan year 2022 filing to 606 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420242420 · Heartland Co-Op PY 2023 · 401(k)

The Restated Thrift/Profit Sharing Plan for Cooperatives · $51M · 606 · 86th

  • EOY $51M
  • EOY 606
  • EOY 86th
  • EOY 401(k)
  • EOY near Ibotta, Inc. 401(k) Plan
  • EOY ind #1178

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood

Dlb Associates 401(k) Savings and Investment PlanDlb Associates 401(k) Saving…$51MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$51MIbotta, Inc. 401(k) Plan$51MFbc Mortgage LLC 401(k) Profit Sharing PlanFbc Mortgage LLC 401(k) Prof…$51MHmb Legal Counsel 401(k) Profit Sharing PlanHmb Legal Counsel 401(k) Pro…$51M
End-of-year total assets ($M) among The Restated Thrift/Profit Sharing Plan for Cooperatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$51M
Net Income$5M
Employer EIN420242420
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Co-Op)

Sponsor-wide plan assets over time

All Heartland Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$145M 22.045184512818565% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $119M $145M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 1,021 $119M
2023 2 1,022 $137M
2024 2 1,100 $145M

Nearby 401(k) Plans in Iowa

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

The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Restated Thrift/Profit Sharing Plan for Cooperatives, Total assets ($B): 0.051030064 · Participants: 606The Restated Thrift/Profit Sharing Plan for CooperativesThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Restated Thrift/Profit Sharing Plan for Cooperatives side-by-side with 3 peers →

The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ibotta, Inc. 401(k) Plan in CO ($51M); by covered participants it is Duolingo Retirement Trust in PA (606 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (606 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 The Restated Thrift/Profit Sharing Plan for Cooperatives assets move in 2023? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives grew at a solid clip - up 10.2% during 2023, from $46M to $51M. Reported net income was $5M.
How have Heartland Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Co-Op's sponsor-wide assets grew 22.0%, from $119M to $145M.
Where does The Restated Thrift/Profit Sharing Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by assets is Ibotta, Inc. 401(k) Plan in CO ($51M, 967 participants).
Which 401(k) plans cover a similar participant headcount to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by covered participants is Duolingo Retirement Trust in PA (606 participants, $65M 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 420242420.

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.