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
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
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.
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
Missouri filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $448K |
| Employer EIN | 431262765 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING 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
| 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.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.