401(k) · DOL Form 5500 · 2024

Heartland Dental, LLC 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
19,102
Participants Very large workforce
99th
Percentile by assets National rank
$59,508
Avg per participant Low balance/head
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Official DOL plan name: Heartland Dental 401(k) and Stock Participation Plan · Sponsored by Heartland Dental, LLC · Illinois · Healthcare & Social Assistance

$1.1B in assets, 19,102 participants

Heartland Dental, LLC's Heartland Dental 401(k) and Stock Participation Plan reported $1.1B in total assets and 19,102 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,706 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Heartland Dental 401(k) and Stock Participation Plan covers 19,102 participants in Illinois, 25x the typical Illinois plan (state average ~779 per filing). Assets: $1.1B.

#16,706
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY
11×
vs typical plan assets (national mean)

Heartland Dental 401(k) and Stock Participation Plan's outsized position by total assets

Heartland Dental 401(k) and Stock Participation Plan vs every filed plan by assets

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

$1,136,729,226 Top 1% higher than 99% 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 Dental 401(k) and Stock Participation Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Dental 401(k) and Stock Participation Plan is a mega filing (19,102 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Dental 401(k) and Stock Participation Plan end-of-year assets rose from $997M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
  • Heartland Dental 401(k) and Stock Participation Plan reported net income fell from $150M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • Heartland Dental 401(k) and Stock Participation Plan reported participants rose from 18,531 in the plan year 2023 filing to 19,102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010854205 · Heartland Dental, LLC PY 2024 · 401(k)

Heartland Dental 401(k) and Stock Participation Plan · $1.1B · 19,102 · 99th

  • PCT $1.1B
  • PCT 19,102
  • PCT 99th
  • PCT 401(k)
  • PCT near Atmos Energy Corporation Retirement Savings Plan and Trust
  • PCT ind #16706

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 Illinois →

Heartland Dental 401(k) and Stock Participation Plan in the asset neighbourhood

Heartland Dental 401(k) and Stock Participation PlanHeartland Dental 401(k) and …$1.1BAtmos Energy Corporation Retirement Savings Plan and TrustAtmos Energy Corporation Ret…$1.1BOncor Thrift Plan$1.1BIndeed, Inc. 401(k) Profit-Sharing Plan TrustIndeed, Inc. 401(k) Profit-S…$1.1BAcrisure 401(k) Savings Plan$1.1B
End-of-year total assets ($B) among Heartland Dental 401(k) and Stock Participation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$997M
Net Assets (End of Year)$1.1B
Net Income$140M
Employer EIN010854205
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Dental, LLC)

Sponsor-wide plan assets over time

All Heartland Dental, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 34.15545051921864% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.85B $1.14B ▲ +34.1%
Year Plans Participants Total Assets
2022 1 13,998 $847M
2023 1 18,531 $997M
2024 1 19,102 $1.1B

Nearby 401(k) Plans in Illinois

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

Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 0510152025 Total assets ($B) Participants Heartland Dental 401(k) and Stock Participation Plan, Total assets ($B): 1.136729226 · Participants: 19102Heartland Dental 401(k) and Stock Participation PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Heartland Dental 401(k) and Stock Participation Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Heartland Dental 401(k) and Stock Participation Plan side-by-side with 3 peers →

Scale composition for Heartland Dental 401(k) and Stock Participation Plan

Heartland Dental 401(k) and Stock Participation Plan reports $1.1B in end-of-year assets across 19,102 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $59,508 per participant (43% of the national average assets-per-participant) . Net income for plan year 2024 was $140M.

This plan identity (EIN 010854205, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $1.1B (+34.2%) while covered participants moved from 13,998 to 19,102 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,998 $847M Open filing
2023 18,531 $997M Open filing
2024 · index core 19,102 $1.1B This page

Heartland Dental 401(k) and Stock Participation Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Atmos Energy Corporation Retirement Savings Plan and Trust in TX ($1.1B); by covered participants it is Winco Foods 401(k) Plan in ID (19,177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (19,102 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 Dental 401(k) and Stock Participation Plan assets move in 2024? ▼
Heartland Dental 401(k) and Stock Participation Plan grew at a solid clip - up 14.0% during 2024, from $997M to $1.1B. Reported net income was $140M.
How have Heartland Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Dental, LLC's sponsor-wide assets grew 34.2%, from $847M to $1.1B.
Where does Heartland Dental 401(k) and Stock Participation Plan rank by assets among Form 5500 filers? ▼
Heartland Dental 401(k) and Stock Participation Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Heartland Dental 401(k) and Stock Participation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atmos Energy Corporation Retirement Savings Plan and Trust in TX ($1.1B, 5,009 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Dental 401(k) and Stock Participation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winco Foods 401(k) Plan in ID (19,177 participants, $290M 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 010854205.

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.