Civic Intelligence

Heartland Advisors Inc.

Plan context: Heartland Advisors Employees Profit Sharing/401K Plan and Trust

EIN 39-1078128 • Milwaukee, WI • 26 filings • 2 plans

789 N. Water StreetSuite 500Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$22,545,928

2024 Contributions

$912,920

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$23,397,421$11,698,711$0199920122024YearValue
$22,545,928Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

60300199920122024YearValue
26Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024126$22,545,928$912,920$35,112iApproximate average salary by contribution assumption: employee only about $877,808 at 4% or $585,205 at 6%; with 50% employer match about $585,205 at 4% or $390,137 at 6%; with 100% employer match about $438,904 at 4% or $292,603 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-26$22,545,928$912,920$35,112iApproximate average salary by contribution assumption: employee only about $877,808 at 4% or $585,205 at 6%; with 50% employer match about $585,205 at 4% or $390,137 at 6%; with 100% employer match about $438,904 at 4% or $292,603 at 6%.
2023126$21,957,224$930,123$35,774iApproximate average salary by contribution assumption: employee only about $894,349 at 4% or $596,233 at 6%; with 50% employer match about $596,233 at 4% or $397,488 at 6%; with 100% employer match about $447,175 at 4% or $298,116 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-26$21,957,224$930,123$35,774iApproximate average salary by contribution assumption: employee only about $894,349 at 4% or $596,233 at 6%; with 50% employer match about $596,233 at 4% or $397,488 at 6%; with 100% employer match about $447,175 at 4% or $298,116 at 6%.
2022129$21,559,987$967,984$33,379iApproximate average salary by contribution assumption: employee only about $834,469 at 4% or $556,313 at 6%; with 50% employer match about $556,313 at 4% or $370,875 at 6%; with 100% employer match about $417,234 at 4% or $278,156 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-29$21,559,987$967,984$33,379iApproximate average salary by contribution assumption: employee only about $834,469 at 4% or $556,313 at 6%; with 50% employer match about $556,313 at 4% or $370,875 at 6%; with 100% employer match about $417,234 at 4% or $278,156 at 6%.
2021129$23,397,421$742,567$25,606iApproximate average salary by contribution assumption: employee only about $640,144 at 4% or $426,763 at 6%; with 50% employer match about $426,763 at 4% or $284,508 at 6%; with 100% employer match about $320,072 at 4% or $213,381 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-29$23,397,421$742,567$25,606iApproximate average salary by contribution assumption: employee only about $640,144 at 4% or $426,763 at 6%; with 50% employer match about $426,763 at 4% or $284,508 at 6%; with 100% employer match about $320,072 at 4% or $213,381 at 6%.
2020128$19,906,651$740,861$26,459iApproximate average salary by contribution assumption: employee only about $661,483 at 4% or $440,989 at 6%; with 50% employer match about $440,989 at 4% or $293,992 at 6%; with 100% employer match about $330,742 at 4% or $220,494 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-28$19,906,651$740,861$26,459iApproximate average salary by contribution assumption: employee only about $661,483 at 4% or $440,989 at 6%; with 50% employer match about $440,989 at 4% or $293,992 at 6%; with 100% employer match about $330,742 at 4% or $220,494 at 6%.
2019132$17,478,099$766,861$23,964iApproximate average salary by contribution assumption: employee only about $599,110 at 4% or $399,407 at 6%; with 50% employer match about $399,407 at 4% or $266,271 at 6%; with 100% employer match about $299,555 at 4% or $199,703 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-32$17,478,099$766,861$23,964iApproximate average salary by contribution assumption: employee only about $599,110 at 4% or $399,407 at 6%; with 50% employer match about $399,407 at 4% or $266,271 at 6%; with 100% employer match about $299,555 at 4% or $199,703 at 6%.
2018131$14,067,430$871,895$28,126iApproximate average salary by contribution assumption: employee only about $703,141 at 4% or $468,761 at 6%; with 50% employer match about $468,761 at 4% or $312,507 at 6%; with 100% employer match about $351,571 at 4% or $234,380 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-31$14,067,430$871,895$28,126iApproximate average salary by contribution assumption: employee only about $703,141 at 4% or $468,761 at 6%; with 50% employer match about $468,761 at 4% or $312,507 at 6%; with 100% employer match about $351,571 at 4% or $234,380 at 6%.
2017136$15,856,008$1,070,567$29,738iApproximate average salary by contribution assumption: employee only about $743,449 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,816 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-36$15,856,008$1,070,567$29,738iApproximate average salary by contribution assumption: employee only about $743,449 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,816 at 6%.
2016140$16,018,769$938,702$23,468iApproximate average salary by contribution assumption: employee only about $586,689 at 4% or $391,126 at 6%; with 50% employer match about $391,126 at 4% or $260,751 at 6%; with 100% employer match about $293,344 at 4% or $195,563 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-40$16,018,769$938,702$23,468iApproximate average salary by contribution assumption: employee only about $586,689 at 4% or $391,126 at 6%; with 50% employer match about $391,126 at 4% or $260,751 at 6%; with 100% employer match about $293,344 at 4% or $195,563 at 6%.
2015145$15,538,307$1,592,583$35,391iApproximate average salary by contribution assumption: employee only about $884,768 at 4% or $589,846 at 6%; with 50% employer match about $589,846 at 4% or $393,230 at 6%; with 100% employer match about $442,384 at 4% or $294,923 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-45$15,538,307$1,592,583$35,391iApproximate average salary by contribution assumption: employee only about $884,768 at 4% or $589,846 at 6%; with 50% employer match about $589,846 at 4% or $393,230 at 6%; with 100% employer match about $442,384 at 4% or $294,923 at 6%.
2014155$20,047,330$1,305,520$23,737iApproximate average salary by contribution assumption: employee only about $593,418 at 4% or $395,612 at 6%; with 50% employer match about $395,612 at 4% or $263,741 at 6%; with 100% employer match about $296,709 at 4% or $197,806 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-55$20,047,330$1,305,520$23,737iApproximate average salary by contribution assumption: employee only about $593,418 at 4% or $395,612 at 6%; with 50% employer match about $395,612 at 4% or $263,741 at 6%; with 100% employer match about $296,709 at 4% or $197,806 at 6%.
2013157$18,765,861$1,317,406$23,112iApproximate average salary by contribution assumption: employee only about $577,810 at 4% or $385,206 at 6%; with 50% employer match about $385,206 at 4% or $256,804 at 6%; with 100% employer match about $288,905 at 4% or $192,603 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-57$18,765,861$1,317,406$23,112iApproximate average salary by contribution assumption: employee only about $577,810 at 4% or $385,206 at 6%; with 50% employer match about $385,206 at 4% or $256,804 at 6%; with 100% employer match about $288,905 at 4% or $192,603 at 6%.
2012150$13,496,843$1,129,267$22,585iApproximate average salary by contribution assumption: employee only about $564,634 at 4% or $376,422 at 6%; with 50% employer match about $376,422 at 4% or $250,948 at 6%; with 100% employer match about $282,317 at 4% or $188,211 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-50$13,496,843$1,129,267$22,585iApproximate average salary by contribution assumption: employee only about $564,634 at 4% or $376,422 at 6%; with 50% employer match about $376,422 at 4% or $250,948 at 6%; with 100% employer match about $282,317 at 4% or $188,211 at 6%.
2011149$10,948,508$973,016$19,857iApproximate average salary by contribution assumption: employee only about $496,437 at 4% or $330,958 at 6%; with 50% employer match about $330,958 at 4% or $220,639 at 6%; with 100% employer match about $248,218 at 4% or $165,479 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-49$10,948,508$973,016$19,857iApproximate average salary by contribution assumption: employee only about $496,437 at 4% or $330,958 at 6%; with 50% employer match about $330,958 at 4% or $220,639 at 6%; with 100% employer match about $248,218 at 4% or $165,479 at 6%.
2010147$10,813,337$969,335$20,624iApproximate average salary by contribution assumption: employee only about $515,604 at 4% or $343,736 at 6%; with 50% employer match about $343,736 at 4% or $229,157 at 6%; with 100% employer match about $257,802 at 4% or $171,868 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-47$10,813,337$969,335$20,624iApproximate average salary by contribution assumption: employee only about $515,604 at 4% or $343,736 at 6%; with 50% employer match about $343,736 at 4% or $229,157 at 6%; with 100% employer match about $257,802 at 4% or $171,868 at 6%.
2009147$8,343,191$889,124$18,918iApproximate average salary by contribution assumption: employee only about $472,938 at 4% or $315,292 at 6%; with 50% employer match about $315,292 at 4% or $210,195 at 6%; with 100% employer match about $236,469 at 4% or $157,646 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-47$8,343,191$889,124$18,918iApproximate average salary by contribution assumption: employee only about $472,938 at 4% or $315,292 at 6%; with 50% employer match about $315,292 at 4% or $210,195 at 6%; with 100% employer match about $236,469 at 4% or $157,646 at 6%.
2008143$5,637,718$844,307$19,635iApproximate average salary by contribution assumption: employee only about $490,876 at 4% or $327,251 at 6%; with 50% employer match about $327,251 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-43$5,637,718$844,307$19,635iApproximate average salary by contribution assumption: employee only about $490,876 at 4% or $327,251 at 6%; with 50% employer match about $327,251 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%.
2007144$7,388,095$771,343$17,531iApproximate average salary by contribution assumption: employee only about $438,263 at 4% or $292,175 at 6%; with 50% employer match about $292,175 at 4% or $194,784 at 6%; with 100% employer match about $219,132 at 4% or $146,088 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-44$7,388,095$771,343$17,531iApproximate average salary by contribution assumption: employee only about $438,263 at 4% or $292,175 at 6%; with 50% employer match about $292,175 at 4% or $194,784 at 6%; with 100% employer match about $219,132 at 4% or $146,088 at 6%.
2006137$7,098,893$650,363$17,577iApproximate average salary by contribution assumption: employee only about $439,434 at 4% or $292,956 at 6%; with 50% employer match about $292,956 at 4% or $195,304 at 6%; with 100% employer match about $219,717 at 4% or $146,478 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-37$7,098,893$650,363$17,577iApproximate average salary by contribution assumption: employee only about $439,434 at 4% or $292,956 at 6%; with 50% employer match about $292,956 at 4% or $195,304 at 6%; with 100% employer match about $219,717 at 4% or $146,478 at 6%.
2005131$5,776,483$603,205$19,458iApproximate average salary by contribution assumption: employee only about $486,456 at 4% or $324,304 at 6%; with 50% employer match about $324,304 at 4% or $216,203 at 6%; with 100% employer match about $243,228 at 4% or $162,152 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-31$5,776,483$603,205$19,458iApproximate average salary by contribution assumption: employee only about $486,456 at 4% or $324,304 at 6%; with 50% employer match about $324,304 at 4% or $216,203 at 6%; with 100% employer match about $243,228 at 4% or $162,152 at 6%.
2004134$5,091,900$539,337$15,863iApproximate average salary by contribution assumption: employee only about $396,571 at 4% or $264,381 at 6%; with 50% employer match about $264,381 at 4% or $176,254 at 6%; with 100% employer match about $198,286 at 4% or $132,190 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-34$5,091,900$539,337$15,863iApproximate average salary by contribution assumption: employee only about $396,571 at 4% or $264,381 at 6%; with 50% employer match about $264,381 at 4% or $176,254 at 6%; with 100% employer match about $198,286 at 4% or $132,190 at 6%.
2003132$4,261,584$261,230$8,163iApproximate average salary by contribution assumption: employee only about $204,086 at 4% or $136,057 at 6%; with 50% employer match about $136,057 at 4% or $90,705 at 6%; with 100% employer match about $102,043 at 4% or $68,029 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-32$4,261,584$261,230$8,163iApproximate average salary by contribution assumption: employee only about $204,086 at 4% or $136,057 at 6%; with 50% employer match about $136,057 at 4% or $90,705 at 6%; with 100% employer match about $102,043 at 4% or $68,029 at 6%.
2002131$2,856,676$296,842$9,576iApproximate average salary by contribution assumption: employee only about $239,389 at 4% or $159,592 at 6%; with 50% employer match about $159,592 at 4% or $106,395 at 6%; with 100% employer match about $119,694 at 4% or $79,796 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-31$2,856,676$296,842$9,576iApproximate average salary by contribution assumption: employee only about $239,389 at 4% or $159,592 at 6%; with 50% employer match about $159,592 at 4% or $106,395 at 6%; with 100% employer match about $119,694 at 4% or $79,796 at 6%.
2001142$0$0-
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-42---
2000160$2,468,212$418,991$6,983iApproximate average salary by contribution assumption: employee only about $174,580 at 4% or $116,386 at 6%; with 50% employer match about $116,386 at 4% or $77,591 at 6%; with 100% employer match about $87,290 at 4% or $58,193 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-60$2,468,212$418,991$6,983iApproximate average salary by contribution assumption: employee only about $174,580 at 4% or $116,386 at 6%; with 50% employer match about $116,386 at 4% or $77,591 at 6%; with 100% employer match about $87,290 at 4% or $58,193 at 6%.
1999156$2,856,796$643,996$11,500iApproximate average salary by contribution assumption: employee only about $287,498 at 4% or $191,665 at 6%; with 50% employer match about $191,665 at 4% or $127,777 at 6%; with 100% employer match about $143,749 at 4% or $95,833 at 6%.
Heartland Advisors Employees Profit Sharing/401K Plan and Trust-56$2,856,796$643,996$11,500iApproximate average salary by contribution assumption: employee only about $287,498 at 4% or $191,665 at 6%; with 50% employer match about $191,665 at 4% or $127,777 at 6%; with 100% employer match about $143,749 at 4% or $95,833 at 6%.