401(k) · DOL Form 5500 · 2024

Heartland Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
123
Participants Small participant base
70th
Percentile by assets National rank
$160,162
Avg per participant Above avg balance/head
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Official DOL plan name: Heartland Bank 401(k) Retirement Plan · Sponsored by Heartland Bank · Nebraska · Finance & Insurance

$20M in assets, 123 participants

Heartland Bank's Heartland Bank 401(k) Retirement Plan reported $20M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,688 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Heartland Bank 401(k) Retirement Plan covers 123 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $20M.

#4,688
in Finance & Insurance (8,549 peers)
+18.5%
assets growth YoY

Heartland Bank 401(k) Retirement Plan's outsized position by total assets

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

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

$19,699,974 Top 30% higher than 70% 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 Bank 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. Heartland Bank 401(k) Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Bank 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Heartland Bank 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heartland Bank 401(k) Retirement Plan reported participants rose from 120 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470737684 · Heartland Bank PY 2024 · 401(k)

Heartland Bank 401(k) Retirement Plan · $20M · 123 · 70th

  • PHOTO $20M
  • IND 123
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Hubbardton Forge Savings and Retirement Plan
  • PCT ind #4688

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 Nebraska →

Heartland Bank 401(k) Retirement Plan in the asset neighbourhood

Heartland Bank 401(k) Retirement PlanHeartland Bank 401(k) Retire…$20MHubbardton Forge Savings and Retirement PlanHubbardton Forge Savings and…$20MEspec North America, Inc. 401(k) Retirement Savings PlanEspec North America, Inc. 40…$20MGeokon, Inc. 401(k) Plan$20MLegend Pictures, LLC 401(k) Retirement SavingsLegend Pictures, LLC 401(k) …$20M
End-of-year total assets ($M) among Heartland Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN470737684
Plan Effective Date1958-11-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Bank)

Sponsor-wide plan assets over time

All Heartland Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.253340816762886% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.7M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 123 $13M
2023 1 120 $17M
2024 1 123 $20M

Nearby 401(k) Plans in Nebraska

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

Heartland Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Heartland Bank 401(k) Retirement Plan, Total assets ($B): 0.019699974 · Participants: 123Heartland Bank 401(k) 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 Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Heartland Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Hubbardton Forge Savings and Retirement Plan in VT ($20M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Bank 401(k) Retirement Plan assets move in 2024? ▼
Heartland Bank 401(k) Retirement Plan grew sharply - up 18.5% during 2024, from $17M to $20M. Reported net income was $3M.
How have Heartland Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Bank's sponsor-wide assets grew 46.3%, from $13M to $20M.
Which 401(k) plans are similar in size to Heartland Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hubbardton Forge Savings and Retirement Plan in VT ($20M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Heartland Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 470737684.

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.