ESOP · DOL Form 5500 · 2024

Heartland Companies, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
39
Participants Small participant base
64th
Percentile by assets National rank
$376,052
Avg per participant High balance/head
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Official DOL plan name: Heartland Companies, Inc. Employee Stock Ownership Plan · Sponsored by Heartland Companies, Inc. · Iowa · Construction

$15M in assets, 39 participants

Heartland Companies, Inc.'s Heartland Companies, Inc. Employee Stock Ownership Plan reported $15M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,628 in Construction (9,039 peers)

Heartland Companies, Inc. multi-year trail

Heartland Companies, Inc.'s plans moved +590.8% in assets from 2022 to 2024; this filing shows Heartland Companies, Inc. Employee Stock Ownership Plan at $15M / 39 participants.

#5,628
in Construction (9,039 peers)
+166.9%
assets growth YoY

Heartland Companies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Heartland Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,666,013 Top 36% higher than 64% of 123,620 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 2024

Heartland Companies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Companies, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Heartland Companies, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Heartland Companies, Inc. Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833002663 · Heartland Companies, Inc. PY 2024 · ESOP

Heartland Companies, Inc. Employee Stock Ownership Plan · $15M · 39 · 64th

  • EOY $15M
  • EOY 39
  • EOY 64th
  • EOY ESOP
  • EOY near Environmental Health & Engineering, Inc. Employee Stock Ownership Plan
  • EOY ind #5628

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 What is an ESOP? → · Plans in Iowa →

Heartland Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bay Area/General Crane Service, Inc. Employee Stock Ownership PlanBay Area/General Crane Servi…$15MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$15MEnvironmental Health & Engineering, Inc. Employee Stock Ownership PlanEnvironmental Health & Engin…$15MW.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$15MPark Engineering Employee Stock Ownership PlanPark Engineering Employee St…$15M
End-of-year total assets ($M) among Heartland Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Heartland Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heartland Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 590.785561812677% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $2.12M $14.7M ▲ +592.0%
Year Plans Participants Total Assets
2022 1 39 $2M
2023 1 35 $5M
2024 1 39 $15M

Heartland Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$9M
Employer EIN833002663
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Heartland Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Heartland Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.666013 · Participants: 39Heartland Companies, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Heartland Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Heartland Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Heartland Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Environmental Health & Engineering, Inc. Employee Stock Ownership Plan in MA ($15M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heartland Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Heartland Companies, Inc. Employee Stock Ownership Plan surged - up 166.9% during 2024, from $5M to $15M. Reported net income was $9M.
How have Heartland Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Companies, Inc.'s sponsor-wide assets grew 590.8%, from $2M to $15M.
Which ESOP plans are similar in size to Heartland Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Environmental Health & Engineering, Inc. Employee Stock Ownership Plan in MA ($15M, 105 participants).
Which ESOP plans cover a similar participant headcount to Heartland Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833002663.

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.