401(k) · DOL Form 5500 · 2023
Heartland Home Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 1,314
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $30,152
- Avg per participant Low balance/head
Official DOL plan name: Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Heartland Home Services, Inc. · Michigan · Construction
$40M in assets, 1,314 participants
Heartland Home Services, Inc.'s Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust reported $40M in total assets and 1,314 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,316 in Construction (9,030 peers)
Coverage in Michigan
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust covers 1,314 participants in Michigan, 2.1x the typical Michigan plan (state average ~638 per filing). Assets: $40M.
- #7,316
- in Construction (9,030 peers)
- +241.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,620,253 Top 17% higher than 83% 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 Home Services, Inc. 401(k) Profit Sharing Plan & Trust'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 Home Services, Inc. 401(k) Profit Sharing Plan & Trust lands in the large band (1,314 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 1,004 in the plan year 2022 filing to 1,314 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 823319060 · Heartland Home Services, Inc. PY 2023 · 401(k)
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust · $40M · 1,314 · 83rd
- PART $40M
- PART 1,314
- PART 83rd
- PART 401(k)
- PART near Brinkman International Group 401(k) Plan
- PART ind #7316
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 Construction retirement plans → · Plans in Michigan →
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $8M |
| Employer EIN | 823319060 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Home Services, Inc.)
Sponsor-wide plan assets over time
All Heartland Home Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 587.2354991801857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,004 | $12M |
| 2023 | 1 | 1,314 | $40M |
| 2024 | 1 | 1,164 | $80M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Heartland Home Services, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Brinkman International Group 401(k) Plan in NY ($40M); by covered participants it is Fluidra North America Retirement Plan in CA (1,314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Brinkman International Group 401(k) Plan (NY) $40M · 239
- Gutchess Companies 401(k) Savings Plan (NY) $40M · 520
- Lake Shore Cryotronics, Inc. Retirement Savings Plan (OH) $40M · 236
- Noco Retirement Plan (NY) $40M · 323
Similar participant headcount
Nearest other-state filings by covered participants (1,314 participants); asset peers above are excluded.
- Fluidra North America Retirement Plan (CA) 1,314 · 0 off
- National Technical Systems 401(k) Profit Sharing Plan (CA) 1,314 · 0 off
- Amwtp Employee Investment Plan (ID) 1,314 · 0 off
- Centauri, LLC 401(k) Plan (VA) 1,315 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.