401(k) · DOL Form 5500 · 2024

Heartland Realty Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
51st
Percentile by assets National rank
$69,771
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Realty Investors, Inc. Profit Sharing Plan & Trust · Sponsored by Heartland Realty Investors, Inc. · Minnesota · Real Estate

$8M in assets, 116 participants

Heartland Realty Investors, Inc.'s Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported $8M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,216 in Real Estate (4,605 peers)

Coverage in Minnesota

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust covers 116 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#3,216
in Real Estate (4,605 peers)
+21.6%
assets growth YoY

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,093,456 Top 49% higher than 51% 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 Realty Investors, Inc. Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Realty Investors, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported net income rose from $415K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Heartland Realty Investors, Inc. Profit Sharing Plan & Trust reported participants rose from 113 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411308270 · Heartland Realty Investors, Inc. PY 2024 · 401(k)

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust · $8M · 116 · 51st

  • NET $8M
  • NET 116
  • NET 51st
  • NET 401(k)
  • NET near Areas USA, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #3216

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 Real Estate retirement plans → · Plans in Minnesota →

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Heartland Realty Investors, Inc. Profit Sharing Plan & TrustHeartland Realty Investors, …$8MAreas USA, Inc. 401(k) Profit Sharing Plan and TrustAreas USA, Inc. 401(k) Profi…$8MCooksey Iron & Metal Co Inc 401(k) PspCooksey Iron & Metal Co Inc …$8MMargiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing PlanMargiotti & Kroll Pediatrics…$8MMaybourne Beverly Hills Operator LLC 401(k) PlanMaybourne Beverly Hills Oper…$8M
End-of-year total assets ($M) among Heartland Realty Investors, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN411308270
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Realty Investors, Inc.)

Sponsor-wide plan assets over time

All Heartland Realty Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.63206301175993% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.24M $8.09M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 106 $6M
2023 1 113 $7M
2024 1 116 $8M

Nearby 401(k) Plans in Minnesota

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

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Heartland Realty Investors, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.008093456 · Participants: 116Heartland Realty Investors, Inc. Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Heartland Realty Investors, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heartland Realty Investors, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Heartland Realty Investors, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Areas USA, Inc. 401(k) Profit Sharing Plan and Trust in FL ($8M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Realty Investors, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Heartland Realty Investors, Inc. Profit Sharing Plan & Trust grew sharply - up 21.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Heartland Realty Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Realty Investors, Inc.'s sponsor-wide assets grew 29.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Heartland Realty Investors, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Areas USA, Inc. 401(k) Profit Sharing Plan and Trust in FL ($8M, 1,841 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Realty Investors, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 411308270.

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.