401(k) · DOL Form 5500 · 2024
Heartland Technology Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 200
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $161,515
- Avg per participant Above avg balance/head
Official DOL plan name: Heartland Technology Group Savings and Retirement Plan · Sponsored by Heartland Technology Group, Inc. · Wisconsin · Professional & Technical Services
$32M in assets, 200 participants
Heartland Technology Group, Inc.'s Heartland Technology Group Savings and Retirement Plan reported $32M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #15,859 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Heartland Technology Group Savings and Retirement Plan covers 200 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.
- #15,859
- in Professional & Technical Services (20,173 peers)
- +5.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heartland Technology Group Savings and Retirement Plan's outsized position by total assets
Heartland Technology Group Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,303,053 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heartland Technology Group Savings and Retirement 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 Technology Group Savings and Retirement Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heartland Technology Group Savings and Retirement Plan reported net income rose from $496K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heartland Technology Group Savings and Retirement Plan reported participants rose from 182 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- Heartland Technology Group Savings and Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391659152 · Heartland Technology Group, Inc. PY 2024 · 401(k)
Heartland Technology Group Savings and Retirement Plan · $32M · 200 · 78th
- ASSETS $32M
- ASSETS 200
- ASSETS 78th
- ASSETS 401(k)
- ASSETS near Kinaxis Corp. 401(k) Plan
- ASSETS ind #15859
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Heartland Technology Group Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 391659152 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartland Technology Group, Inc.)
Sponsor-wide plan assets over time
All Heartland Technology Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 7.181977000058929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $30M |
| 2023 | 1 | 182 | $31M |
| 2024 | 1 | 200 | $32M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Heartland Technology Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Kinaxis Corp. 401(k) Plan in IL ($32M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Kinaxis Corp. 401(k) Plan (IL) $32M · 281
- Kline & Specter, P.C. 401(k) Profit Sharing Plan (PA) $32M · 192
- James Marine, Inc./Paducah River Service 401(k) Retirement Plan. (KY) $32M · 411
- Claritas 401(k) Plan (OH) $32M · 225
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (MI) 200 · 0 off
- Holistic Care Home Health Agency, Inc. 401(k) Plan (TX) 200 · 0 off
- Atlantic Coast Dining Inc 401(k) Plan (VA) 200 · 0 off
- Golden State Medical Supply, Inc. 401(k) Plan (CA) 200 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.