401(k) · DOL Form 5500 · 2023

Cass Screw Machine Products, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
288
Participants Below avg headcount
70th
Percentile by assets National rank
$60,748
Avg per participant Low balance/head
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Official DOL plan name: Heartland Equity Partners 401(k) Plan · Sponsored by Cass Screw Machine Products, LLC · Minnesota · Manufacturing

$17M in assets, 288 participants

Cass Screw Machine Products, LLC's Heartland Equity Partners 401(k) Plan reported $17M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,101 in Manufacturing (18,722 peers)

Coverage in Minnesota

Heartland Equity Partners 401(k) Plan covers 288 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#11,101
in Manufacturing (18,722 peers)
+21.9%
assets growth YoY

Heartland Equity Partners 401(k) Plan's outsized position by total assets

Heartland Equity Partners 401(k) Plan vs every filed plan by assets

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

$17,495,562 Top 30% higher than 70% 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 Equity Partners 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 Equity Partners 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Equity Partners 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heartland Equity Partners 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Heartland Equity Partners 401(k) Plan reported participants rose from 261 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475006172 · Cass Screw Machine Products, LLC PY 2023 · 401(k)

Heartland Equity Partners 401(k) Plan · $17M · 288 · 70th

  • NET $17M
  • BOOK 288
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Quoizel, LLC Retirement Savings Plan
  • EBSA ind #11101

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 Minnesota →

Heartland Equity Partners 401(k) Plan in the asset neighbourhood

Heartland Equity Partners 401(k) PlanHeartland Equity Partners 40…$17MQuoizel, LLC Retirement Savings PlanQuoizel, LLC Retirement Savi…$17MApplied Card Systems, Inc. 401(k) Retirement/Savings PlanApplied Card Systems, Inc. 4…$17MChampion Technology Services, Inc. 401(k) PlanChampion Technology Services…$17MC.M. Tucker Lumber Companies, LLC 401(k) Savings and Retirement PlanC.M. Tucker Lumber Companies…$17M
End-of-year total assets ($M) among Heartland Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN475006172
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass Screw Machine Products, LLC)

Sponsor-wide plan assets over time

All Cass Screw Machine Products, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 49.647909015948805% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.4M $21.5M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 261 $14M
2023 1 288 $17M
2024 1 283 $21M

Nearby 401(k) Plans in Minnesota

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

Heartland Equity Partners 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Heartland Equity Partners 401(k) Plan, Total assets ($B): 0.017495562 · Participants: 288Heartland Equity Partners 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Heartland Equity Partners 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heartland Equity Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Quoizel, LLC Retirement Savings Plan in SC ($17M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Equity Partners 401(k) Plan assets move in 2023? ▼
Heartland Equity Partners 401(k) Plan grew sharply - up 21.9% during 2023, from $14M to $17M. Reported net income was $3M.
How have Cass Screw Machine Products, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cass Screw Machine Products, LLC's sponsor-wide assets grew 49.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Heartland Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quoizel, LLC Retirement Savings Plan in SC ($17M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 475006172.

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.