ESOP · DOL Form 5500 · 2024

Heartland Affiliates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
41
Participants Small participant base
35th
Percentile by assets National rank
$76,984
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Affiliates, Inc. Employee Stock Ownership Plan · Sponsored by Heartland Affiliates, Inc. · Indiana · Manufacturing

$3M in assets, 41 participants

Heartland Affiliates, Inc.'s Heartland Affiliates, Inc. Employee Stock Ownership Plan reported $3M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,240 in Manufacturing (17,777 peers)

Heartland Affiliates, Inc. multi-year trail

Heartland Affiliates, Inc.'s plans moved +84.0% in assets from 2022 to 2024; this filing shows Heartland Affiliates, Inc. Employee Stock Ownership Plan at $3M / 41 participants.

#3,240
in Manufacturing (17,777 peers)
+33.5%
assets growth YoY

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

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

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

$3,156,336 35th percentile higher than 35% 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 Affiliates, 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 Affiliates, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Affiliates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heartland Affiliates, Inc. Employee Stock Ownership Plan reported net income rose from $967K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heartland Affiliates, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383840130 · Heartland Affiliates, Inc. PY 2024 · ESOP

Heartland Affiliates, Inc. Employee Stock Ownership Plan · $3M · 41 · 35th

  • NET $3M
  • BOOK 41
  • VS-ST 35th
  • BOY ESOP
  • SCH near Mpeg Employee Stock Ownership Plan
  • EBSA ind #3240

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 Indiana →

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

Heartland Affiliates, Inc. Employee Stock Ownership PlanHeartland Affiliates, Inc. E…$3MMpeg Employee Stock Ownership PlanMpeg Employee Stock Ownershi…$3MImperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MSwearingin Bros Farms, Inc. Employee Stock OwnershSwearingin Bros Farms, Inc. …$3MCentury Next Bank Amended and Restated Employee Stock Ownership PlanCentury Next Bank Amended an…$3M
End-of-year total assets ($M) among Heartland Affiliates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Heartland Affiliates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 84.03712069707426% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.72M $3.16M ▲ +83.7%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 44 $2M
2024 1 41 $3M

Heartland Affiliates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$843K
Net Income$1M
Employer EIN383840130
Plan Effective Date2011-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Heartland Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Heartland Affiliates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003156336 · Participants: 41Heartland Affiliates, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Heartland Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Heartland Affiliates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Mpeg Employee Stock Ownership Plan in CA ($3M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Affiliates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Heartland Affiliates, Inc. Employee Stock Ownership Plan surged - up 33.5% during 2024, from $2M to $3M. Reported net income was $1M.
How have Heartland Affiliates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Affiliates, Inc.'s sponsor-wide assets grew 84.0%, from $2M to $3M.
Which ESOP plans are similar in size to Heartland Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mpeg Employee Stock Ownership Plan in CA ($3M, 28 participants).
Which ESOP plans cover a similar participant headcount to Heartland Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 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 383840130.

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.