401(k) · DOL Form 5500 · 2024

Heartland Produce Co. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
171
Participants Small participant base
56th
Percentile by assets National rank
$58,611
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heartland Produce Co. 401(k) Plan · Sponsored by Heartland Produce Co. · Wisconsin · Wholesale Trade

$10M in assets, 171 participants

Heartland Produce Co.'s Heartland Produce Co. 401(k) Plan reported $10M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,862 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Heartland Produce Co. 401(k) Plan covers 171 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#2,862
in Wholesale Trade (6,080 peers)
-7.1%
assets change YoY

The plan reported a net loss of $762K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartland Produce Co. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Heartland Produce Co. 401(k) Plan vs every filed plan by assets

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

$10,022,400 Top 44% higher than 56% 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 Produce Co. 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 Produce Co. 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Produce Co. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$762K in the plan year 2024 filing.
  • Heartland Produce Co. 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Heartland Produce Co. 401(k) Plan reported participants rose from 168 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363629093 · Heartland Produce Co. PY 2024 · 401(k)

Heartland Produce Co. 401(k) Plan · $10M · 171 · 56th

  • BOY $10M
  • SCH 171
  • EBSA 56th
  • PART 401(k)
  • TYPE near Cimbar 401(k) Plan
  • NET ind #2862

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Heartland Produce Co. 401(k) Plan in the asset neighbourhood

Heartland Produce Co. 401(k) PlanHeartland Produce Co. 401(k)…$10MCimbar 401(k) Plan$10MFulcrum Therapeutics, Inc. 401(k) PlanFulcrum Therapeutics, Inc. 4…$10MThe Jane Pauley Community Health Center, Inc. 401(k) P/S PlanThe Jane Pauley Community He…$10MPro-Dex, Inc. Retirement Savings 401(k) PlanPro-Dex, Inc. Retirement Sav…$10M
End-of-year total assets ($M) among Heartland Produce Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$762K
Employer EIN363629093
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Produce Co.)

Sponsor-wide plan assets over time

All Heartland Produce Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.80939311309184% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.81M $10M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 157 $9M
2023 1 168 $11M
2024 1 171 $10M

Nearby 401(k) Plans in Wisconsin

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

Heartland Produce Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Heartland Produce Co. 401(k) Plan, Total assets ($B): 0.0100224 · Participants: 171Heartland Produce Co. 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 Produce Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Heartland Produce Co. 401(k) Plan side-by-side with 3 peers →

Heartland Produce Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cimbar 401(k) Plan in GA ($10M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Produce Co. 401(k) Plan assets move in 2024? ▼
Heartland Produce Co. 401(k) Plan pulled back noticeably - down 7.1% during 2024, from $11M to $10M. Reported net income was -$762K.
How have Heartland Produce Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Produce Co.'s sponsor-wide assets grew 13.8%, from $9M to $10M.
Which 401(k) plans are similar in size to Heartland Produce Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cimbar 401(k) Plan in GA ($10M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Produce Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 363629093.

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.