Defined Benefit (Pension) · DOL Form 5500 · 2023
Heartland Co-Op Pension Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 416
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $206,635
- Avg per participant Above avg balance/head
Official DOL plan name: The Restated Contributory Retirement Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing
$86M in assets, 416 participants
Heartland Co-Op's The Restated Contributory Retirement Plan for Cooperatives reported $86M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #1,230 in Agriculture, Forestry & Fishing (1,288 peers)
Where The Restated Contributory Retirement Plan for Cooperatives sits by assets
The Restated Contributory Retirement Plan for Cooperatives sits in the top 10% of all filed plans by assets, $86M for 416 participants (~$206,635/participant), up 18.6% in 2023.
- #1,230
- in Agriculture, Forestry & Fishing (1,288 peers)
- +18.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Restated Contributory Retirement Plan for Cooperatives's outsized position by total assets
The Restated Contributory Retirement Plan for Cooperatives vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,960,165 Top 10% higher than 90% 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
The Restated Contributory Retirement Plan for Cooperatives 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. The Restated Contributory Retirement Plan for Cooperatives sits mid-pack in the medium band (416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Restated Contributory Retirement Plan for Cooperatives reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- The Restated Contributory Retirement Plan for Cooperatives end-of-year assets rose from $72M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- The Restated Contributory Retirement Plan for Cooperatives reported participants fell from 432 in the plan year 2022 filing to 416 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420242420 · Heartland Co-Op PY 2023 · Defined Benefit (Pension)
The Restated Contributory Retirement Plan for Cooperatives · $86M · 416 · 90th
- BOOK $86M
- VS-ST 416
- BOY 90th
- SCH Defined Benefit (Pension)
- EBSA near Girl Scouts of the USA Retirement Plan
- PART ind #1230
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →
The Restated Contributory Retirement Plan for Cooperatives in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $13M |
| Employer EIN | 420242420 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Co-Op)
Sponsor-wide plan assets over time
All Heartland Co-Op plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 22.045184512818565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,021 | $119M |
| 2023 | 2 | 1,022 | $137M |
| 2024 | 2 | 1,100 | $145M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
The Restated Contributory Retirement Plan for Cooperatives's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Girl Scouts of the USA Retirement Plan in NY ($86M); by covered participants it is Boca Raton Regional Hospital Employees Pension Plan in FL (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Girl Scouts of the USA Retirement Plan (NY) $86M · 39
- Structure-Tone, Inc. Pension Plan (NY) $86M · 197
- Advansix Inc. Retirement Earnings Plan (NJ) $86M · 546
- Retirement Plan for Employees of Pwc (FL) $86M · 312
Similar participant headcount
Nearest other-state filings by covered participants (416 participants); asset peers above are excluded.
- Boca Raton Regional Hospital Employees Pension Plan (FL) 416 · 0 off
- Mo-Kan Teamsters Pension Fund (MO) 416 · 0 off
- Glaziers Union Local No. 27 Pension & Retirement P (IL) 416 · 0 off
- Appalachian Regional Healthcare, Inc. Retirement Plan (KY) 416 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.