401(k) · DOL Form 5500 · 2024

Heartland Security Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
227
Participants Below avg headcount
71st
Percentile by assets National rank
$92,425
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Security Insurance Group 401(k) Plan and Trust · Sponsored by Heartland Security Insurance Group, Inc. · Texas · Management of Enterprises

$21M in assets, 227 participants

Heartland Security Insurance Group, Inc.'s Heartland Security Insurance Group 401(k) Plan and Trust reported $21M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #605 in Management of Enterprises (1,133 peers)

Coverage in Texas

Heartland Security Insurance Group 401(k) Plan and Trust covers 227 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#605
in Management of Enterprises (1,133 peers)
+8.5%
assets growth YoY

Heartland Security Insurance Group 401(k) Plan and Trust's outsized position by total assets

Heartland Security Insurance Group 401(k) Plan and Trust vs every filed plan by assets

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

$20,980,534 Top 29% higher than 71% 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 Security Insurance Group 401(k) Plan and Trust 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 Security Insurance Group 401(k) Plan and Trust sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Security Insurance Group 401(k) Plan and Trust reported net income rose from $519K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heartland Security Insurance Group 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Heartland Security Insurance Group 401(k) Plan and Trust reported participants fell from 235 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752960792 · Heartland Security Insurance Group, Inc. PY 2024 · 401(k)

Heartland Security Insurance Group 401(k) Plan and Trust · $21M · 227 · 71st

  • PHOTO $21M
  • IND 227
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Somerset Pediatric Group Profit Sharing Plan
  • PCT ind #605

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 Management of Enterprises retirement plans → · Plans in Texas →

Heartland Security Insurance Group 401(k) Plan and Trust in the asset neighbourhood

Heartland Security Insurance Group 401(k) Plan and TrustHeartland Security Insurance…$21MSomerset Pediatric Group Profit Sharing PlanSomerset Pediatric Group Pro…$21MPremier Select Sires 401(k) PlanPremier Select Sires 401(k) …$21MLab Logistics, LLC 401(k) Retirement PlanLab Logistics, LLC 401(k) Re…$21MMartin Equipment 401(k) and Profit Sharing PlanMartin Equipment 401(k) and …$21M
End-of-year total assets ($M) among Heartland Security Insurance Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN752960792
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Security Insurance Group, Inc.)

Sponsor-wide plan assets over time

All Heartland Security Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471122288153131% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.6M $37.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 443 $36M
2023 2 439 $36M
2024 2 435 $38M

Nearby 401(k) Plans in Texas

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

Heartland Security Insurance Group 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heartland Security Insurance Group 401(k) Plan and Trust, Total assets ($B): 0.020980534 · Participants: 227Heartland Security Insurance Group 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Heartland Security Insurance Group 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heartland Security Insurance Group 401(k) Plan and Trust side-by-side with 3 peers →

Heartland Security Insurance Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Somerset Pediatric Group Profit Sharing Plan in NJ ($21M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Security Insurance Group 401(k) Plan and Trust assets move in 2024? ▼
Heartland Security Insurance Group 401(k) Plan and Trust grew at a solid clip - up 8.5% during 2024, from $19M to $21M. Reported net income was $2M.
How have Heartland Security Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Security Insurance Group, Inc.'s sponsor-wide assets grew 5.5%, from $36M to $38M.
Which 401(k) plans are similar in size to Heartland Security Insurance Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Somerset Pediatric Group Profit Sharing Plan in NJ ($21M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Security Insurance Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants, N/A 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 752960792.

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.