401(k) · DOL Form 5500 · 2024

Heartland Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
158
Participants Small participant base
61st
Percentile by assets National rank
$81,943
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Farms, Inc. 401(k) Plan · Sponsored by Heartland Farms, Inc. · Wisconsin · Manufacturing

$13M in assets, 158 participants

Heartland Farms, Inc.'s Heartland Farms, Inc. 401(k) Plan reported $13M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,607 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Heartland Farms, Inc. 401(k) Plan covers 158 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#8,607
in Manufacturing (17,777 peers)
+11.4%
assets growth YoY

Heartland Farms, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Heartland Farms, Inc. 401(k) Plan vs every filed plan by assets

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

$12,946,935 Top 39% higher than 61% 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 Farms, Inc. 401(k) 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 Farms, Inc. 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Farms, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heartland Farms, Inc. 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Heartland Farms, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391690005 · Heartland Farms, Inc. PY 2024 · 401(k)

Heartland Farms, Inc. 401(k) Plan · $13M · 158 · 61st

  • NET $13M
  • BOOK 158
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Families, Inc. 401(k) Plan
  • EBSA ind #8607

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 Manufacturing retirement plans → · Plans in Wisconsin →

Heartland Farms, Inc. 401(k) Plan in the asset neighbourhood

Heartland Farms, Inc. 401(k) PlanHeartland Farms, Inc. 401(k)…$13MFamilies, Inc. 401(k) Plan$13MJuly Pooled Employer Plan #3$13MDraco Spring Manufacturing Company Employees Savings and ReDraco Spring Manufacturing C…$13MSuperior Mechanical 401(k) PlanSuperior Mechanical 401(k) P…$13M
End-of-year total assets ($M) among Heartland Farms, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN391690005
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Farms, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$13M 35.84765553805732% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.53M $13M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 144 $10M
2023 1 135 $12M
2024 1 158 $13M

Nearby 401(k) Plans in Wisconsin

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

Heartland Farms, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Heartland Farms, Inc. 401(k) Plan, Total assets ($B): 0.012946935 · Participants: 158Heartland Farms, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Heartland Farms, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Farms, Inc. 401(k) Plan side-by-side with 3 peers →

Heartland Farms, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Families, Inc. 401(k) Plan in AR ($13M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Farms, Inc. 401(k) Plan assets move in 2024? ▼
Heartland Farms, Inc. 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $12M to $13M. Reported net income was $1M.
How have Heartland Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Farms, Inc.'s sponsor-wide assets grew 35.8%, from $10M to $13M.
Which 401(k) plans are similar in size to Heartland Farms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Families, Inc. 401(k) Plan in AR ($13M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Farms, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 391690005.

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.