401(k) · DOL Form 5500 · 2024

Heartland Financial USA, Inc 401(k) Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
2,000
Participants Near avg headcount
96th
Percentile by assets National rank
$159,084
Avg per participant Above avg balance/head
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Official DOL plan name: Htlf Retirement Plan · Sponsored by Heartland Financial USA, Inc · Colorado · Finance & Insurance

$318M in assets, 2,000 participants

Heartland Financial USA, Inc's Htlf Retirement Plan reported $318M in total assets and 2,000 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,970 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Htlf Retirement Plan covers 2,000 participants in Colorado, 5.3x the typical Colorado plan (state average ~376 per filing). Assets: $318M.

#7,970
in Finance & Insurance (8,549 peers)
+4.6%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Htlf Retirement Plan's outsized position by total assets

Htlf Retirement Plan vs every filed plan by assets

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

$318,168,561 Top 4% higher than 96% 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

Htlf Retirement 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. Htlf Retirement Plan lands in the large band (2,000 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Htlf Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Htlf Retirement Plan end-of-year assets rose from $304M in the plan year 2023 filing to $318M in the plan year 2024 filing.
  • Htlf Retirement Plan reported participants fell from 2,025 in the plan year 2023 filing to 2,000 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421405748 · Heartland Financial USA, Inc PY 2024 · 401(k)

Htlf Retirement Plan · $318M · 2,000 · 96th

  • PART $318M
  • TYPE 2,000
  • NET 96th
  • BOOK 401(k)
  • VS-ST near Bryant University 403(b) Retirement Plan
  • BOY ind #7970

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 Finance & Insurance retirement plans → · Plans in Colorado →

Htlf Retirement Plan in the asset neighbourhood

The Harbin Clinic Profit Sharing PlanThe Harbin Clinic Profit Sha…$318MBryant University 403(b) Retirement PlanBryant University 403(b) Ret…$318MClark Hill PLC Salary Deferral PlanClark Hill PLC Salary Deferr…$318MHtlf Retirement Plan$318MCommunications & Power Industries Retirement PlanCommunications & Power Indus…$318M
End-of-year total assets ($M) among Htlf Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$318M
Net Income$14M
Employer EIN421405748
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Financial USA, Inc)

Sponsor-wide plan assets over time

All Heartland Financial USA, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$318M 13.235314628842751% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $281M $318M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 2,218 $281M
2023 1 2,025 $304M
2024 1 2,000 $318M

Nearby 401(k) Plans in Colorado

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

Htlf Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Htlf Retirement Plan, Total assets ($B): 0.318168561 · Participants: 2000Htlf Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Htlf Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Htlf Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Bryant University 403(b) Retirement Plan in RI ($318M); by covered participants it is Johnsonville Profit Sharing and 401(k) Plan in WI (2,000 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($318M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,000 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 Htlf Retirement Plan assets move in 2024? ▼
Htlf Retirement Plan edged up modestly - up 4.6% during 2024, from $304M to $318M. Reported net income was $14M.
How have Heartland Financial USA, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Financial USA, Inc's sponsor-wide assets grew 13.2%, from $281M to $318M.
Where does Htlf Retirement Plan rank by assets among Form 5500 filers? ▼
Htlf Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Htlf Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bryant University 403(b) Retirement Plan in RI ($318M, 952 participants).
Which 401(k) plans cover a similar participant headcount to Htlf Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnsonville Profit Sharing and 401(k) Plan in WI (2,000 participants, $324M 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 421405748.

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.