401(k) · DOL Form 5500 · 2024

Heartland Home Services, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,164
Participants Near avg headcount
89th
Percentile by assets National rank
$68,517
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Home Services, Inc. 401(k) Plan · Sponsored by Heartland Home Services, Inc. · Michigan · Construction

$80M in assets, 1,164 participants

Heartland Home Services, Inc.'s Heartland Home Services, Inc. 401(k) Plan reported $80M in total assets and 1,164 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,847 in Construction (9,039 peers)

Where Heartland Home Services, Inc. 401(k) Plan sits by assets

Heartland Home Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $80M for 1,164 participants (~$68,517/participant), up 101.3% in 2024.

#7,847
in Construction (9,039 peers)
+101.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Heartland Home Services, Inc. 401(k) Plan's outsized position by total assets

Heartland Home Services, Inc. 401(k) Plan vs every filed plan by assets

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

$79,754,147 Top 11% higher than 89% 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 Home Services, Inc. 401(k) Plan's large-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 Home Services, Inc. 401(k) Plan lands in the large band (1,164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Home Services, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Heartland Home Services, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Heartland Home Services, Inc. 401(k) Plan reported participants fell from 1,314 in the plan year 2023 filing to 1,164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823319060 · Heartland Home Services, Inc. PY 2024 · 401(k)

Heartland Home Services, Inc. 401(k) Plan · $80M · 1,164 · 89th

  • NET $80M
  • NET 1,164
  • NET 89th
  • NET 401(k)
  • NET near Penn Color, Inc. Incentive Savings Plan
  • NET ind #7847

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 Construction retirement plans → · Plans in Michigan →

Heartland Home Services, Inc. 401(k) Plan in the asset neighbourhood

Apex Fintech Services 401(k) PlanApex Fintech Services 401(k)…$80MHeartland Home Services, Inc. 401(k) PlanHeartland Home Services, Inc…$80MPenn Color, Inc. Incentive Savings PlanPenn Color, Inc. Incentive S…$80MBest Best & Krieger LLP Profit-Sharing & Employee Savings PlanBest Best & Krieger LLP Prof…$80MLand Title Guarantee Company 401(k) Profit Sharing PlanLand Title Guarantee Company…$80M
End-of-year total assets ($M) among Heartland Home Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$80M
Net Income$12M
Employer EIN823319060
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Home Services, Inc.)

Sponsor-wide plan assets over time

All Heartland Home Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 587.2354991801857% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $11.6M $79.8M ▲ +586.9%
Year Plans Participants Total Assets
2022 1 1,004 $12M
2023 1 1,314 $40M
2024 1 1,164 $80M

Nearby 401(k) Plans in Michigan

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

Heartland Home Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Heartland Home Services, Inc. 401(k) Plan, Total assets ($B): 0.079754147 · Participants: 1164Heartland Home Services, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heartland Home Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heartland Home Services, Inc. 401(k) Plan side-by-side with 3 peers →

Heartland Home Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Penn Color, Inc. Incentive Savings Plan in PA ($80M); by covered participants it is Union Bank & Trust Company Profit Sharing Plan in NE (1,164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,164 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 Home Services, Inc. 401(k) Plan assets move in 2024? ▼
Heartland Home Services, Inc. 401(k) Plan surged - up 101.3% during 2024, from $40M to $80M. Reported net income was $12M.
How have Heartland Home Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Home Services, Inc.'s sponsor-wide assets grew 587.2%, from $12M to $80M.
Where does Heartland Home Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heartland Home Services, Inc. 401(k) Plan ranks in the 89th 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 Heartland Home Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Color, Inc. Incentive Savings Plan in PA ($80M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Home Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Union Bank & Trust Company Profit Sharing Plan in NE (1,164 participants, $269M 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 823319060.

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.