401(k) · DOL Form 5500 · 2023

Heartland Center for Behavioral Cha 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
147
Participants Small participant base
29th
Percentile by assets National rank
$12,429
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Center for Behavioral Change 401(k) Plan · Sponsored by Heartland Center for Behavioral Cha · Missouri · Healthcare & Social Assistance

$2M in assets, 147 participants

Heartland Center for Behavioral Cha's Heartland Center for Behavioral Change 401(k) Plan reported $2M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,882 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Heartland Center for Behavioral Change 401(k) Plan covers 147 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#4,882
in Healthcare & Social Assistance (17,684 peers)
+34.3%
assets growth YoY

Heartland Center for Behavioral Change 401(k) Plan among the smaller filed plans by assets

Heartland Center for Behavioral Change 401(k) Plan vs every filed plan by assets

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

$1,827,135 29th percentile higher than 29% 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 Center for Behavioral Change 401(k) 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 Center for Behavioral Change 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Center for Behavioral Change 401(k) Plan reported net income rose from $172K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Heartland Center for Behavioral Change 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heartland Center for Behavioral Change 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431262765 · Heartland Center for Behavioral Cha PY 2023 · 401(k)

Heartland Center for Behavioral Change 401(k) Plan · $2M · 147 · 29th

  • ASSETS $2M
  • PCT 147
  • EIN 29th
  • RANK 401(k)
  • PHOTO near Center for Economic Developmen 401(k) Profit Sharing Plan & Trust
  • IND ind #4882

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Heartland Center for Behavioral Change 401(k) Plan in the asset neighbourhood

Heartland Center for Behavioral Change 401(k) PlanHeartland Center for Behavio…$2MCenter for Economic Developmen 401(k) Profit Sharing Plan & TrustCenter for Economic Developm…$2MBatterson, LLP 401(k) Plan$2MScott D. Erler, D.D.S., P.C. Profit Sharing PlanScott D. Erler, D.D.S., P.C.…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2M
End-of-year total assets ($M) among Heartland Center for Behavioral Change 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$448K
Employer EIN431262765
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Center for Behavioral Cha)

Sponsor-wide plan assets over time

All Heartland Center for Behavioral Cha plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.39585714653249% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.15M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 139 $1M
2023 1 147 $2M
2024 1 158 $2M

Nearby 401(k) Plans in Missouri

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

Heartland Center for Behavioral Change 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heartland Center for Behavioral Change 401(k) Plan, Total assets ($B): 0.001827135 · Participants: 147Heartland Center for Behavioral Change 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 Center for Behavioral Change 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Heartland Center for Behavioral Change 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Center for Economic Developmen 401(k) Profit Sharing Plan & Trust in OK ($2M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Center for Behavioral Change 401(k) Plan assets move in 2023?
Heartland Center for Behavioral Change 401(k) Plan surged - up 34.3% during 2023, from $1M to $2M. Reported net income was $448K.
How have Heartland Center for Behavioral Cha plan assets changed over time?
Across 3 plan years on file (2022-2024), Heartland Center for Behavioral Cha's sponsor-wide assets grew 58.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Heartland Center for Behavioral Change 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Center for Economic Developmen 401(k) Profit Sharing Plan & Trust in OK ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Center for Behavioral Change 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M in assets).