401(k) · DOL Form 5500 · 2023

Heartland, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
3,603
Participants Above avg headcount
83rd
Percentile by assets National rank
$11,070
Avg per participant Low balance/head
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Official DOL plan name: Heartland, LLC 401(k) Plan · Sponsored by Heartland, LLC · Missouri · Administrative & Support Services

$40M in assets, 3,603 participants

Heartland, LLC's Heartland, LLC 401(k) Plan reported $40M in total assets and 3,603 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.

  • #3,996 in Administrative & Support Services (4,372 peers)

Coverage in Missouri

Heartland, LLC 401(k) Plan covers 3,603 participants in Missouri, 4.9x the typical Missouri plan (state average ~737 per filing). Assets: $40M.

#3,996
in Administrative & Support Services (4,372 peers)
+34.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heartland, LLC 401(k) Plan's outsized position by total assets

Heartland, LLC 401(k) Plan vs every filed plan by assets

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

$39,886,132 Top 17% higher than 83% 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, LLC 401(k) Plan'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, LLC 401(k) Plan lands in the large band (3,603 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland, LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Heartland, LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Heartland, LLC 401(k) Plan reported participants rose from 2,855 in the plan year 2022 filing to 3,603 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811798176 · Heartland, LLC PY 2023 · 401(k)

Heartland, LLC 401(k) Plan · $40M · 3,603 · 83rd

  • TYPE $40M
  • NET 3,603
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.
  • SCH ind #3996

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 Administrative & Support Services retirement plans → · Plans in Missouri →

Heartland, LLC 401(k) Plan in the asset neighbourhood

Heartland, LLC 401(k) Plan$40MProfit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$40MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$40MP & K 401(k) Plan$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40M
End-of-year total assets ($M) among Heartland, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$40M
Net Income$10M
Employer EIN811798176
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland, LLC)

Sponsor-wide plan assets over time

All Heartland, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 55.03721080296289% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.8M $46.1M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 2,855 $30M
2023 1 3,603 $40M
2024 1 4,404 $46M

Nearby 401(k) Plans in Missouri

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

Heartland, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Heartland, LLC 401(k) Plan, Total assets ($B): 0.039886132 · Participants: 3603Heartland, LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Heartland, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Heartland, LLC 401(k) Plan side-by-side with 3 peers →

Heartland, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in MI ($40M); by covered participants it is Mediacom 401(k) Plan in NY (3,605 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,603 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, LLC 401(k) Plan assets move in 2023? ▼
Heartland, LLC 401(k) Plan surged - up 34.0% during 2023, from $30M to $40M. Reported net income was $10M.
How have Heartland, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland, LLC's sponsor-wide assets grew 55.0%, from $30M to $46M.
Where does Heartland, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Heartland, LLC 401(k) Plan ranks in the 83rd 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, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in MI ($40M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Heartland, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mediacom 401(k) Plan in NY (3,605 participants, $240M 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 811798176.

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.