401(k) · DOL Form 5500 · 2024
Heartland, LLC 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 4,404
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $10,475
- Avg per participant Low balance/head
Official DOL plan name: Heartland, LLC 401(k) Plan · Sponsored by Heartland, LLC · Missouri · Administrative & Support Services
$46M in assets, 4,404 participants
Heartland, LLC's Heartland, LLC 401(k) Plan reported $46M in total assets and 4,404 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #3,998 in Administrative & Support Services (4,368 peers)
Coverage in Missouri
Heartland, LLC 401(k) Plan covers 4,404 participants in Missouri, 6.0x the typical Missouri plan (state average ~737 per filing). Assets: $46M.
- #3,998
- in Administrative & Support Services (4,368 peers)
- +15.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Heartland, LLC 401(k) Plan's outsized position by total assets
Heartland, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,131,012 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heartland, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland, LLC 401(k) Plan lands in the large band (4,404 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heartland, LLC 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Heartland, LLC 401(k) Plan reported participants rose from 3,603 in the plan year 2023 filing to 4,404 in the plan year 2024 filing.
- Heartland, LLC 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 811798176 · Heartland, LLC PY 2024 · 401(k)
Heartland, LLC 401(k) Plan · $46M · 4,404 · 83rd
- SCH $46M
- EBSA 4,404
- PART 83rd
- TYPE 401(k)
- NET near Cramer Rosenthal Mcglynn, LLC 401(k) Plan
- BOOK ind #3998
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 Administrative & Support Services retirement plans → · Plans in Missouri →
Heartland, LLC 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $6M |
| Employer EIN | 811798176 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland, LLC)
Sponsor-wide plan assets over time
All Heartland, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 55.03721080296289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,855 | $30M |
| 2023 | 1 | 3,603 | $40M |
| 2024 | 1 | 4,404 | $46M |
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 $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Heartland, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Cramer Rosenthal Mcglynn, LLC 401(k) Plan in CT ($46M); by covered participants it is Atlassian 401(k) Plan in CA (4,404 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Cramer Rosenthal Mcglynn, LLC 401(k) Plan (CT) $46M · 26
- Plumbers' Supply Company 401(k) Profit Sharing Plan (MA) $46M · 280
- Garan Lucow Miller, P.C. Profit Sharing Plan & Trust (MI) $46M · 120
- Novaria Holdings 401(k) Plan (TX) $46M · 1,146
Similar participant headcount
Nearest other-state filings by covered participants (4,404 participants); asset peers above are excluded.
- Atlassian 401(k) Plan (CA) 4,404 · 0 off
- Integer 401(k) Plan (TX) 4,403 · 1 off
- Viasat, Inc. 401(k) Profit Sharing Plan (CA) 4,405 · 1 off
- Boddie-Noell Enterprises, Inc. Savings and Employee Retirement Plan (NC) 4,402 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.