401(k) · DOL Form 5500 · 2024

Heartland Bank 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
271
Participants Below avg headcount
76th
Percentile by assets National rank
$101,703
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Bank 401(k) Profit Sharing Plan · Sponsored by Heartland Bank · Ohio · Finance & Insurance

$28M in assets, 271 participants

Heartland Bank's Heartland Bank 401(k) Profit Sharing Plan reported $28M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,373 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Heartland Bank 401(k) Profit Sharing Plan covers 271 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#5,373
in Finance & Insurance (8,549 peers)
+30.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heartland Bank 401(k) Profit Sharing Plan's outsized position by total assets

Heartland Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,561,577 Top 24% higher than 76% 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 Bank 401(k) Profit Sharing Plan 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 Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Bank 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Heartland Bank 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Heartland Bank 401(k) Profit Sharing Plan reported participants fell from 292 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 314159950 · Heartland Bank PY 2024 · 401(k)

Heartland Bank 401(k) Profit Sharing Plan · $28M · 271 · 76th

  • EBSA $28M
  • PART 271
  • TYPE 76th
  • NET 401(k)
  • BOOK near Surteco North America 401(k) Plan
  • VS-ST ind #5373

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 Finance & Insurance retirement plans → · Plans in Ohio →

Heartland Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Heartland Bank 401(k) Profit Sharing PlanHeartland Bank 401(k) Profit…$28MSurteco North America 401(k) PlanSurteco North America 401(k)…$28MStanion Wholesale Electric Company, Inc. 401(k) Profit Sharing PlanStanion Wholesale Electric C…$28MSolid Waste Services, Inc. 401(k) Profit Sharing PlanSolid Waste Services, Inc. 4…$28MWyo-Ben, Inc. 401(k) Retirement PlanWyo-Ben, Inc. 401(k) Retirem…$28M
End-of-year total assets ($M) among Heartland Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN314159950
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Bank)

Sponsor-wide plan assets over time

All Heartland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 54.29487915864166% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $27.6M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 299 $18M
2023 1 292 $21M
2024 1 271 $28M

Nearby 401(k) Plans in Ohio

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

Heartland Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heartland Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.027561577 · Participants: 271Heartland Bank 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Heartland Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Heartland Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heartland Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Surteco North America 401(k) Plan in NC ($28M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Heartland Bank 401(k) Profit Sharing Plan surged - up 30.2% during 2024, from $21M to $28M. Reported net income was $6M.
How have Heartland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Bank's sponsor-wide assets grew 54.3%, from $18M to $28M.
Where does Heartland Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heartland Bank 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heartland Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surteco North America 401(k) Plan in NC ($28M, 637 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 314159950.

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.