401(k) · DOL Form 5500 · 2023

Heartland Technology Group, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
182
Participants Below avg headcount
80th
Percentile by assets National rank
$168,323
Avg per participant Above avg balance/head
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Official DOL plan name: Heartland Technology Group Savings and Retirement Plan · Sponsored by Heartland Technology Group, Inc. · Wisconsin · Professional & Technical Services

$31M in assets, 182 participants

Heartland Technology Group, Inc.'s Heartland Technology Group Savings and Retirement Plan reported $31M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,266 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Heartland Technology Group Savings and Retirement Plan covers 182 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.

#16,266
in Professional & Technical Services (20,321 peers)
+1.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heartland Technology Group Savings and Retirement Plan's outsized position by total assets

Heartland Technology Group Savings and Retirement Plan vs every filed plan by assets

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

$30,634,867 Top 20% higher than 80% 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 Technology Group Savings and 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 Technology Group Savings and Retirement Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Technology Group Savings and Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $496K in the plan year 2023 filing.
  • Heartland Technology Group Savings and Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Heartland Technology Group Savings and Retirement Plan reported participants rose from 180 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391659152 · Heartland Technology Group, Inc. PY 2023 · 401(k)

Heartland Technology Group Savings and Retirement Plan · $31M · 182 · 80th

  • NET $31M
  • NET 182
  • NET 80th
  • NET 401(k)
  • NET near Arcis Healthcare, LLC 401(k) Profit Sharing Plan
  • NET ind #16266

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Heartland Technology Group Savings and Retirement Plan in the asset neighbourhood

Heartland Technology Group Savings and Retirement PlanHeartland Technology Group S…$31MArcis Healthcare, LLC 401(k) Profit Sharing PlanArcis Healthcare, LLC 401(k)…$31MR.P. Lumber & Plummer Companies 401(k) PlanR.P. Lumber & Plummer Compan…$31MSevan Multi-Site Solutions, Inc. 401(k) PlanSevan Multi-Site Solutions, …$31MComoto Holdings, LLC 401(k) Profit Sharing Plan & TrustComoto Holdings, LLC 401(k) …$31M
End-of-year total assets ($M) among Heartland Technology Group Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$496K
Employer EIN391659152
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Technology Group, Inc.)

Sponsor-wide plan assets over time

All Heartland Technology Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 7.181977000058929% vs 2022
2024 filing year
$29M$30M$31M$32M$33M 202220232024 $30.1M $32.3M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 180 $30M
2023 1 182 $31M
2024 1 200 $32M

Nearby 401(k) Plans in Wisconsin

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

Heartland Technology Group Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Heartland Technology Group Savings and Retirement Plan, Total assets ($B): 0.030634867 · Participants: 182Heartland Technology Group Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Heartland Technology Group Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Technology Group Savings and Retirement Plan side-by-side with 3 peers →

Heartland Technology Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Arcis Healthcare, LLC 401(k) Profit Sharing Plan in SC ($31M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Technology Group Savings and Retirement Plan assets move in 2023? ▼
Heartland Technology Group Savings and Retirement Plan edged up modestly - up 1.6% during 2023, from $30M to $31M. Reported net income was $496K.
How have Heartland Technology Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Technology Group, Inc.'s sponsor-wide assets grew 7.2%, from $30M to $32M.
Where does Heartland Technology Group Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Heartland Technology Group Savings and Retirement Plan ranks in the 80th 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 Heartland Technology Group Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcis Healthcare, LLC 401(k) Profit Sharing Plan in SC ($31M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Technology Group Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 391659152.

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.