401(k) · DOL Form 5500 · 2024

Heartland Communities, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
257
Participants Below avg headcount
43rd
Percentile by assets National rank
$21,070
Avg per participant Low balance/head
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Official DOL plan name: Havenpark 401(k) Retirement Plan · Sponsored by Heartland Communities, LLC · Utah · Real Estate

$5M in assets, 257 participants

Heartland Communities, LLC's Havenpark 401(k) Retirement Plan reported $5M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,904 in Real Estate (4,605 peers)

Coverage in Utah

Havenpark 401(k) Retirement Plan covers 257 participants in Utah, about 43% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#2,904
in Real Estate (4,605 peers)
+50.3%
assets growth YoY

Havenpark 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Havenpark 401(k) Retirement Plan vs every filed plan by assets

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

$5,414,898 43rd percentile higher than 43% 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

Havenpark 401(k) 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. Havenpark 401(k) Retirement Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Havenpark 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Havenpark 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Havenpark 401(k) Retirement Plan reported participants rose from 249 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813245597 · Heartland Communities, LLC PY 2024 · 401(k)

Havenpark 401(k) Retirement Plan · $5M · 257 · 43rd

  • PART $5M
  • TYPE 257
  • NET 43rd
  • BOOK 401(k)
  • VS-ST near Liquid Energy Pipeline Association 401 (K) Plan
  • BOY ind #2904

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 Real Estate retirement plans → · Plans in Utah →

Havenpark 401(k) Retirement Plan in the asset neighbourhood

Havenpark 401(k) Retirement PlanHavenpark 401(k) Retirement …$5MLiquid Energy Pipeline Association 401 (K) PlanLiquid Energy Pipeline Assoc…$5MRowland Enterprises 401(k) Retirement PlanRowland Enterprises 401(k) R…$5MApple Tree Enterprises, Inc. Profit Sharing PlanApple Tree Enterprises, Inc.…$5MDare Bioscience, Inc. 401(k) Profit Sharing Plan TrustDare Bioscience, Inc. 401(k)…$5M
End-of-year total assets ($M) among Havenpark 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN813245597
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Communities, LLC)

Sponsor-wide plan assets over time

All Heartland Communities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 258.3552277170324% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.51M $5.41M ▲ +258.3%
Year Plans Participants Total Assets
2022 1 201 $2M
2023 1 249 $4M
2024 1 257 $5M

Nearby 401(k) Plans in Utah

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

Havenpark 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Havenpark 401(k) Retirement Plan, Total assets ($B): 0.005414898 · Participants: 257Havenpark 401(k) Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Havenpark 401(k) Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Havenpark 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Liquid Energy Pipeline Association 401 (K) Plan in DC ($5M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Havenpark 401(k) Retirement Plan assets move in 2024? ▼
Havenpark 401(k) Retirement Plan surged - up 50.3% during 2024, from $4M to $5M. Reported net income was $2M.
How have Heartland Communities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Communities, LLC's sponsor-wide assets grew 258.4%, from $2M to $5M.
Which 401(k) plans are similar in size to Havenpark 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liquid Energy Pipeline Association 401 (K) Plan in DC ($5M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Havenpark 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants, $33M 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 813245597.

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.