401(k) · DOL Form 5500 · 2023

Heartland Communities, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
249
Participants Below avg headcount
38th
Percentile by assets National rank
$14,469
Avg per participant Low balance/head
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Official DOL plan name: Havenpark 401(k) Retirement Plan · Sponsored by Heartland Communities, LLC · Utah · Real Estate

$4M in assets, 249 participants

Heartland Communities, LLC's Havenpark 401(k) Retirement Plan reported $4M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,755 in Real Estate (4,727 peers)

Coverage in Utah

Havenpark 401(k) Retirement Plan covers 249 participants in Utah, about 42% of the average Utah filer (state average ~592 per filing). Assets: $4M.

#2,755
in Real Estate (4,727 peers)
+138.4%
assets growth YoY

Havenpark 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Havenpark 401(k) Retirement Plan vs every filed plan by assets

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

$3,602,673 38th percentile higher than 38% 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

Havenpark 401(k) Retirement 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. Havenpark 401(k) Retirement Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Havenpark 401(k) Retirement Plan reported net income rose from $464K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Havenpark 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Havenpark 401(k) Retirement Plan reported participants rose from 201 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813245597 · Heartland Communities, LLC PY 2023 · 401(k)

Havenpark 401(k) Retirement Plan · $4M · 249 · 38th

  • 5500 $4M
  • ASSETS 249
  • PCT 38th
  • EIN 401(k)
  • RANK near Kindersystems Inc.401(k) Plan
  • PHOTO ind #2755

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 Real Estate retirement plans → · Plans in Utah →

Havenpark 401(k) Retirement Plan in the asset neighbourhood

Havenpark 401(k) Retirement PlanHavenpark 401(k) Retirement …$4MKindersystems Inc.401(k) Plan$4MPrintfly 401(k) Plan$4MWlr Management Company, Inc. 401(k) Profit SharingWlr Management Company, Inc.…$4MConax Technologies LLC 401(k) Retirement PlanConax Technologies LLC 401(k…$4M
End-of-year total assets ($M) among Havenpark 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN813245597
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Communities, LLC)

Sponsor-wide plan assets over time

All Heartland Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 258.3552277170324% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.51M $5.41M ▲ +258.3%
Year Plans Participants Total Assets
2022 1 201 $2M
2023 1 249 $4M
2024 1 257 $5M

Nearby 401(k) Plans in Utah

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

Havenpark 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Havenpark 401(k) Retirement Plan, Total assets ($B): 0.003602673 · Participants: 249Havenpark 401(k) Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Havenpark 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Havenpark 401(k) Retirement Plan side-by-side with 3 peers →

Havenpark 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Kindersystems Inc.401(k) Plan in CA ($4M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Havenpark 401(k) Retirement Plan assets move in 2023? ▼
Havenpark 401(k) Retirement Plan surged - up 138.4% during 2023, from $2M to $4M. Reported net income was $2M.
How have Heartland Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Communities, LLC's sponsor-wide assets grew 258.4%, from $2M to $5M.
Which 401(k) plans are similar in size to Havenpark 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kindersystems Inc.401(k) Plan in CA ($4M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Havenpark 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 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 813245597.

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.