401(k) · DOL Form 5500 · 2024

Cass Screw Machine Products, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
283
Participants Below avg headcount
72nd
Percentile by assets National rank
$75,878
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Equity Partners 401(k) Plan · Sponsored by Cass Screw Machine Products, LLC · Minnesota · Manufacturing

$21M in assets, 283 participants

Cass Screw Machine Products, LLC's Heartland Equity Partners 401(k) Plan reported $21M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #10,930 in Manufacturing (17,777 peers)

Coverage in Minnesota

Heartland Equity Partners 401(k) Plan covers 283 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#10,930
in Manufacturing (17,777 peers)
+22.7%
assets growth YoY

Heartland Equity Partners 401(k) Plan's outsized position by total assets

Heartland Equity Partners 401(k) Plan vs every filed plan by assets

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

$21,473,601 Top 28% higher than 72% 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 Equity Partners 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 Equity Partners 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Equity Partners 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Heartland Equity Partners 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Heartland Equity Partners 401(k) Plan reported participants fell from 288 in the plan year 2023 filing to 283 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 475006172 · Cass Screw Machine Products, LLC PY 2024 · 401(k)

Heartland Equity Partners 401(k) Plan · $21M · 283 · 72nd

  • EBSA $21M
  • EBSA 283
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Alvin Hollis & Company, Inc. Retirement Plan
  • EBSA ind #10930

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 Minnesota →

Heartland Equity Partners 401(k) Plan in the asset neighbourhood

Heartland Equity Partners 401(k) PlanHeartland Equity Partners 40…$21MAlvin Hollis & Company, Inc. Retirement PlanAlvin Hollis & Company, Inc.…$21MMauser Packaging Solutions Bargaining Unit 401(k) PlanMauser Packaging Solutions B…$21MSeemann Composites, LLC 401(k) PlanSeemann Composites, LLC 401(…$21MJarp Employees Retirement PlanJarp Employees Retirement Pl…$21M
End-of-year total assets ($M) among Heartland Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN475006172
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass Screw Machine Products, LLC)

Sponsor-wide plan assets over time

All Cass Screw Machine Products, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 49.647909015948805% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.4M $21.5M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 261 $14M
2023 1 288 $17M
2024 1 283 $21M

Nearby 401(k) Plans in Minnesota

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

Heartland Equity Partners 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Heartland Equity Partners 401(k) Plan, Total assets ($B): 0.021473601 · Participants: 283Heartland Equity Partners 401(k) PlanWells 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 Equity Partners 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Heartland Equity Partners 401(k) Plan side-by-side with 3 peers →

Heartland Equity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Alvin Hollis & Company, Inc. Retirement Plan in MA ($21M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Equity Partners 401(k) Plan assets move in 2024? ▼
Heartland Equity Partners 401(k) Plan grew sharply - up 22.7% during 2024, from $17M to $21M. Reported net income was $4M.
How have Cass Screw Machine Products, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cass Screw Machine Products, LLC's sponsor-wide assets grew 49.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Heartland Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alvin Hollis & Company, Inc. Retirement Plan in MA ($21M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M 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 475006172.

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.