401(k) · DOL Form 5500 · 2024

Heartland Co-Op 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
656
Participants Below avg headcount
85th
Percentile by assets National rank
$83,870
Avg per participant Below avg balance/head
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Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing

$55M in assets, 656 participants

Heartland Co-Op's The Restated Thrift/Profit Sharing Plan for Cooperatives reported $55M in total assets and 656 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #1,112 in Agriculture, Forestry & Fishing (1,217 peers)

Where The Restated Thrift/Profit Sharing Plan for Cooperatives sits by assets

The Restated Thrift/Profit Sharing Plan for Cooperatives sits in the top quartile of all filed plans by assets, $55M for 656 participants (~$83,870/participant), up 7.8% in 2024.

#1,112
in Agriculture, Forestry & Fishing (1,217 peers)
+7.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets

The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets

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

$55,019,027 Top 15% higher than 85% 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

The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported participants rose from 606 in the plan year 2023 filing to 656 in the plan year 2024 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives end-of-year assets rose from $51M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420242420 · Heartland Co-Op PY 2024 · 401(k)

The Restated Thrift/Profit Sharing Plan for Cooperatives · $55M · 656 · 85th

  • IND $55M
  • EOY 656
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Buckeye International, Inc 401(k) Plan
  • EIN ind #1112

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood

The Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$55MBuckeye International, Inc 401(k) PlanBuckeye International, Inc 4…$55MDearborn Holding Company, LLC 401(k) Profit Sharing PlanDearborn Holding Company, LL…$55MStandard Sales Company, L.P. 401(k) PlanStandard Sales Company, L.P.…$55MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$55M
End-of-year total assets ($M) among The Restated Thrift/Profit Sharing Plan for Cooperatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$55M
Net Income$4M
Employer EIN420242420
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Co-Op)

Sponsor-wide plan assets over time

All Heartland Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$145M 22.045184512818565% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $119M $145M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 1,021 $119M
2023 2 1,022 $137M
2024 2 1,100 $145M

Nearby 401(k) Plans in Iowa

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

The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Restated Thrift/Profit Sharing Plan for Cooperatives, Total assets ($B): 0.055019027 · Participants: 656The Restated Thrift/Profit Sharing Plan for CooperativesThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Restated Thrift/Profit Sharing Plan for Cooperatives side-by-side with 3 peers →

The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Buckeye International, Inc 401(k) Plan in MO ($55M); by covered participants it is City Ventures 401(k) Plan in NE (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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 The Restated Thrift/Profit Sharing Plan for Cooperatives assets move in 2024? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives grew at a solid clip - up 7.8% during 2024, from $51M to $55M. Reported net income was $4M.
How have Heartland Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Co-Op's sponsor-wide assets grew 22.0%, from $119M to $145M.
Where does The Restated Thrift/Profit Sharing Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by assets is Buckeye International, Inc 401(k) Plan in MO ($55M, 289 participants).
Which 401(k) plans cover a similar participant headcount to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by covered participants is City Ventures 401(k) Plan in NE (656 participants, $4M 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 420242420.

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.