401(k) · DOL Form 5500 · 2023
Heartland Healthcare Services 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $6,540
- Avg per participant Low balance/head
Official DOL plan name: Heartland Healthcare Services 401(k) Retirement Plan · Sponsored by Heartland Healthcare Services · Ohio · Retail Trade
$2M in assets, 281 participants
Heartland Healthcare Services's Heartland Healthcare Services 401(k) Retirement Plan reported $2M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #3,510 in Retail Trade (8,414 peers)
Coverage in Ohio
Heartland Healthcare Services 401(k) Retirement Plan covers 281 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $2M.
- #3,510
- in Retail Trade (8,414 peers)
- -92.2%
- assets change YoY
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartland Healthcare Services 401(k) Retirement Plan among the smaller filed plans by assets
Heartland Healthcare Services 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,837,854 30th percentile higher than 30% 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 Healthcare Services 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. Heartland Healthcare Services 401(k) Retirement Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartland Healthcare Services 401(k) Retirement Plan reported net income fell from -$4M in the plan year 2022 filing to -$22M in the plan year 2023 filing.
- Heartland Healthcare Services 401(k) Retirement Plan end-of-year assets fell from $24M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341766299 · Heartland Healthcare Services PY 2023 · 401(k)
Heartland Healthcare Services 401(k) Retirement Plan · $2M · 281 · 30th
- PCT $2M
- EIN 281
- RANK 30th
- PHOTO 401(k)
- IND near The Veterans Multi-Service Center, Inc. 401(k) Profit Sharing Plan
- EOY ind #3510
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 Retail Trade retirement plans → · Plans in Ohio →
Heartland Healthcare Services 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$22M |
| Employer EIN | 341766299 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Healthcare Services)
Sponsor-wide plan assets over time
All Heartland Healthcare Services plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $24M |
| 2023 | 1 | 281 | $2M |
| 2024 | 1 | N/A | N/A |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Heartland Healthcare Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Veterans Multi-Service Center, Inc. 401(k) Profit Sharing Plan in PA ($2M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Toyota & Honda of Santa Maria 401(k) Plan & Trust (CA) 281 · 0 off
- Ctna 401(k) Plan (SC) 281 · 0 off
- Diagnostica Stago, Inc. 401(k) Plan (NJ) 281 · 0 off
- Denron Plumbing & Hvac 401(k) Plan (NH) 281 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.