Defined Benefit (Pension) · DOL Form 5500 · 2024

Heartland Co-Op Pension Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
444
Participants Below avg headcount
90th
Percentile by assets National rank
$202,585
Avg per participant Above avg balance/head
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Official DOL plan name: The Restated Contributory Retirement Plan for Cooperatives · Sponsored by Heartland Co-Op · Iowa · Agriculture, Forestry & Fishing

$90M in assets, 444 participants

Heartland Co-Op's The Restated Contributory Retirement Plan for Cooperatives reported $90M in total assets and 444 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #1,157 in Agriculture, Forestry & Fishing (1,217 peers)

Where The Restated Contributory Retirement Plan for Cooperatives sits by assets

The Restated Contributory Retirement Plan for Cooperatives sits in the top 10% of all filed plans by assets, $90M for 444 participants (~$202,585/participant), up 4.6% in 2024.

#1,157
in Agriculture, Forestry & Fishing (1,217 peers)
+4.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Restated Contributory Retirement Plan for Cooperatives's outsized position by total assets

The Restated Contributory Retirement Plan for Cooperatives vs every filed plan by assets

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

$89,947,582 Top 10% higher than 90% 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

The Restated Contributory Retirement Plan for Cooperatives 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. The Restated Contributory Retirement Plan for Cooperatives sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Restated Contributory Retirement Plan for Cooperatives reported net income fell from $13M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Restated Contributory Retirement Plan for Cooperatives reported participants rose from 416 in the plan year 2023 filing to 444 in the plan year 2024 filing.
  • The Restated Contributory Retirement Plan for Cooperatives end-of-year assets rose from $86M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420242420 · Heartland Co-Op PY 2024 · Defined Benefit (Pension)

The Restated Contributory Retirement Plan for Cooperatives · $90M · 444 · 90th

  • PCT $90M
  • EIN 444
  • RANK 90th
  • PHOTO Defined Benefit (Pension)
  • IND near Minerals Technologies Inc. Retirement Plan - Pc&e
  • EOY ind #1157

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Contributory Retirement Plan for Cooperatives in the asset neighbourhood

IBEW 648 Pension Plan$90MThe Restated Contributory Retirement Plan for CooperativesThe Restated Contributory Re…$90MMinerals Technologies Inc. Retirement Plan - Pc&eMinerals Technologies Inc. R…$90MTexas Oncology P.a. Cash Balance Pension PlanTexas Oncology P.a. Cash Bal…$90MMdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit EmployeesMdu Resources Group, Inc. Pe…$90M
End-of-year total assets ($M) among The Restated Contributory Retirement Plan for Cooperatives and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$90M
Net Income$4M
Employer EIN420242420
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Co-Op)

Sponsor-wide plan assets over time

All Heartland Co-Op plans reported in each filing year

Latest sponsor-wide plan assets
$145M 22.045184512818565% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $119M $145M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 1,021 $119M
2023 2 1,022 $137M
2024 2 1,100 $145M

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Restated Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Restated Contributory Retirement Plan for Cooperatives, Total assets ($B): 0.089947582 · Participants: 444The Restated Contributory Retirement Plan for CooperativesTransamerica Pension Plan, Total assets ($B): 2.198965485 · Participants: 7170Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.466387124 · Participants: 11945Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.521334295 · Participants: 2805Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.361826911 · Participants: 1908Employers Mutual Casualty Company Retirement PlanPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust, Total assets ($B): 0.330986539 · Participants: 1233Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
The Restated Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare The Restated Contributory Retirement Plan for Cooperatives side-by-side with 3 peers →

The Restated Contributory Retirement Plan for Cooperatives's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Minerals Technologies Inc. Retirement Plan - Pc&e in NY ($90M); by covered participants it is Landmark Credit Union Defined Benefit Plan in WI (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 The Restated Contributory Retirement Plan for Cooperatives assets move in 2024? ▼
The Restated Contributory Retirement Plan for Cooperatives edged up modestly - up 4.6% during 2024, from $86M to $90M. Reported net income was $4M.
How have Heartland Co-Op plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Co-Op's sponsor-wide assets grew 22.0%, from $119M to $145M.
Where does The Restated Contributory Retirement Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Restated Contributory Retirement Plan for Cooperatives ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Restated Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minerals Technologies Inc. Retirement Plan - Pc&e in NY ($90M, 119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Restated Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Landmark Credit Union Defined Benefit Plan in WI (444 participants, $56M 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 420242420.

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.