401(k) · DOL Form 5500 · 2024

Heartland Family Service 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
416
Participants Below avg headcount
62nd
Percentile by assets National rank
$31,947
Avg per participant Low balance/head
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Official DOL plan name: Heartland Family Service Retirement Plan · Sponsored by Heartland Family Service · Nebraska · Healthcare & Social Assistance

$13M in assets, 416 participants

Heartland Family Service's Heartland Family Service Retirement Plan reported $13M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,340 in Healthcare & Social Assistance (16,916 peers)

Heartland Family Service multi-year trail

Heartland Family Service's plans moved +42.2% in assets from 2022 to 2024; this filing shows Heartland Family Service Retirement Plan at $13M / 416 participants.

#11,340
in Healthcare & Social Assistance (16,916 peers)
+19.6%
assets growth YoY

Heartland Family Service Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heartland Family Service Retirement Plan vs every filed plan by assets

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

$13,290,130 Top 38% higher than 62% 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 Family Service 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 Family Service Retirement Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Family Service Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heartland Family Service Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Heartland Family Service Retirement Plan reported participants fell from 457 in the plan year 2023 filing to 416 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470390618 · Heartland Family Service PY 2024 · 401(k)

Heartland Family Service Retirement Plan · $13M · 416 · 62nd

  • PART $13M
  • TYPE 416
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Jay Industrial Repair, Inc. Employee Savings Retirement Plan
  • BOY ind #11340

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Heartland Family Service Retirement Plan in the asset neighbourhood

Heartland Family Service Retirement PlanHeartland Family Service Ret…$13MJay Industrial Repair, Inc. Employee Savings Retirement PlanJay Industrial Repair, Inc. …$13MTropical Nut and Fruit Company 401(k) Profit Sharing PlanTropical Nut and Fruit Compa…$13MAugust Schell Enterprises 401(k) Plan and TrustAugust Schell Enterprises 40…$13MDigital Color Concepts, Inc. 401(k) PlanDigital Color Concepts, Inc.…$13M
End-of-year total assets ($M) among Heartland Family Service Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heartland Family Service multi-year asset trail

Sponsor-wide plan assets over time

All Heartland Family Service plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.23306945379397% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.34M $13.3M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 577 $9M
2023 1 457 $11M
2024 1 416 $13M

Heartland Family Service filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN470390618
Plan Effective Date2018-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Heartland Family Service Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Heartland Family Service Retirement Plan, Total assets ($B): 0.01329013 · Participants: 416Heartland Family Service Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Heartland Family Service Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Heartland Family Service Retirement Plan side-by-side with 3 peers →

Heartland Family Service Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Jay Industrial Repair, Inc. Employee Savings Retirement Plan in AL ($13M); by covered participants it is Centerview Partners LLC 401(k) Plan in NY (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Family Service Retirement Plan assets move in 2024? ▼
Heartland Family Service Retirement Plan grew sharply - up 19.6% during 2024, from $11M to $13M. Reported net income was $2M.
How have Heartland Family Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Family Service's sponsor-wide assets grew 42.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Heartland Family Service Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jay Industrial Repair, Inc. Employee Savings Retirement Plan in AL ($13M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Family Service Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centerview Partners LLC 401(k) Plan in NY (416 participants, $73M 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 470390618.

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.