401(k) · DOL Form 5500 · 2024

Heartland Carriers, Inc. 401(k) Plan

Data updated 2026-08-25

$952K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$475,787
Avg per participant High balance/head
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Official DOL plan name: Heartland Carriers Retirement Plan · Sponsored by Heartland Carriers, Inc. · Texas · Transportation & Warehousing

$952K in assets, 2 participants

Heartland Carriers, Inc.'s Heartland Carriers Retirement Plan reported $952K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #800 in Transportation & Warehousing (3,299 peers)

Heartland Carriers, Inc. multi-year trail

Heartland Carriers, Inc.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Heartland Carriers Retirement Plan at $952K / 2 participants.

#800
in Transportation & Warehousing (3,299 peers)
-0.0%
assets change YoY

The plan reported a net loss of $20 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartland Carriers Retirement Plan among the smaller filed plans by assets

Heartland Carriers Retirement Plan vs every filed plan by assets

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

$951,574 23rd percentile higher than 23% 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 Carriers Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Carriers Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Carriers Retirement Plan reported net income fell from $100K in the plan year 2023 filing to -$20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 800903075 · Heartland Carriers, Inc. PY 2024 · 401(k)

Heartland Carriers Retirement Plan · $952K · 2 · 23rd

  • RANK $952K
  • RANK 2
  • RANK 23rd
  • RANK 401(k)
  • RANK near Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan
  • RANK ind #800

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Heartland Carriers Retirement Plan in the asset neighbourhood

Heartland Carriers Retirement PlanHeartland Carriers Retiremen…$952KCalligari & Associates, LLC Cross-Tested 401(k) Profit Sharing PlanCalligari & Associates, LLC …$952KAmerican Oggi 401(k) Plan$952KAmerican Financial Funding Corp - 401(k) Profit Sharing PlanAmerican Financial Funding C…$951KIbc Messenger Inc 401(k) Profit Sharing Plan & TrustIbc Messenger Inc 401(k) Pro…$951K
End-of-year total assets ($M) among Heartland Carriers Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heartland Carriers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$952K 11.744272890822064% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.85M $0.95M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 2 $852K
2023 1 2 $952K
2024 1 2 $952K

Heartland Carriers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$952K
Net Assets (End of Year)$952K
Net Income-$20
Employer EIN800903075
Plan Effective Date2013-03-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heartland Carriers Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heartland Carriers Retirement Plan, Total assets ($B): 0.000951574 · Participants: 2Heartland Carriers Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Heartland Carriers Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heartland Carriers Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan in CA ($952K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Carriers Retirement Plan assets move in 2024? ▼
Heartland Carriers Retirement Plan held essentially flat - down 0.0% during 2024, from $952K to $952K. Reported net income was -$20.
How have Heartland Carriers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Carriers, Inc.'s sponsor-wide assets grew 11.7%, from $852K to $952K.
Where does Heartland Carriers Retirement Plan rank by assets among Form 5500 filers? ▼
Heartland Carriers Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heartland Carriers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan in CA ($952K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Carriers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 800903075.

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.