401(k) · DOL Form 5500 · 2023
Heartland Express, Inc. of Iowa 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,814
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $55,453
- Avg per participant Low balance/head
Official DOL plan name: Heartland Express, Inc. of Iowa 401(k) Plan · Sponsored by Heartland Express, Inc. of Iowa · Iowa · Transportation & Warehousing
$101M in assets, 1,814 participants
Heartland Express, Inc. of Iowa's Heartland Express, Inc. of Iowa 401(k) Plan reported $101M in total assets and 1,814 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,005 in Transportation & Warehousing (3,362 peers)
Coverage in Iowa
Heartland Express, Inc. of Iowa 401(k) Plan covers 1,814 participants in Iowa, 3.0x the typical Iowa plan (state average ~609 per filing). Assets: $101M.
- #3,005
- in Transportation & Warehousing (3,362 peers)
- +6.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Heartland Express, Inc. of Iowa 401(k) Plan's outsized position by total assets
Heartland Express, Inc. of Iowa 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,591,111 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heartland Express, Inc. of Iowa 401(k) Plan's large-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 Express, Inc. of Iowa 401(k) Plan lands in the large band (1,814 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartland Express, Inc. of Iowa 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Heartland Express, Inc. of Iowa 401(k) Plan reported participants fell from 2,180 in the plan year 2022 filing to 1,814 in the plan year 2023 filing.
- Heartland Express, Inc. of Iowa 401(k) Plan end-of-year assets rose from $94M in the plan year 2022 filing to $101M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420758403 · Heartland Express, Inc. of Iowa PY 2023 · 401(k)
Heartland Express, Inc. of Iowa 401(k) Plan · $101M · 1,814 · 91st
- 5500 $101M
- 5500 1,814
- 5500 91st
- 5500 401(k)
- 5500 near Lendmark 401(k) Plan
- 5500 ind #3005
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 Transportation & Warehousing retirement plans → · Plans in Iowa →
Heartland Express, Inc. of Iowa 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $6M |
| Employer EIN | 420758403 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Express, Inc. of Iowa)
Sponsor-wide plan assets over time
All Heartland Express, Inc. of Iowa plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 8.720814254843132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,180 | $94M |
| 2023 | 1 | 1,814 | $101M |
| 2024 | 1 | 2,059 | $103M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Heartland Express, Inc. of Iowa 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Lendmark 401(k) Plan in GA ($101M); by covered participants it is Piper Sandler Companies Retirement Plan in MN (1,814 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Lendmark 401(k) Plan (GA) $101M · 2,046
- Mccormick Barstow 401(k) Retirement Plan (CA) $101M · 154
- International Bancshares Corporation Employees Profit Sharing Plan and Trust (TX) $101M · 2,201
- 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan (NY) $101M · 1,443
Similar participant headcount
Nearest other-state filings by covered participants (1,814 participants); asset peers above are excluded.
- Piper Sandler Companies Retirement Plan (MN) 1,814 · 0 off
- Zeus 401(k) Plan (SC) 1,814 · 0 off
- Noble House Hotels & Resorts, Ltd. 401(k) Plan (WA) 1,814 · 0 off
- Kendall Automotive Group Employees' Retirement Plan (ID) 1,815 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.