401(k) · DOL Form 5500 · 2022
Heart & Mind Strategies, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $177,327
- Avg per participant Above avg balance/head
Official DOL plan name: Heart & Mind Strategies, LLC 401(k) Plan · Sponsored by Heart & Mind Strategies, LLC · Virginia · Professional & Technical Services
$9M in assets, 51 participants
Heart & Mind Strategies, LLC's Heart & Mind Strategies, LLC 401(k) Plan reported $9M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,237 in Professional & Technical Services (21,562 peers)
Heart & Mind Strategies, LLC multi-year trail
Heart & Mind Strategies, LLC's plans moved +35.2% in assets from 2022 to 2024; this filing shows Heart & Mind Strategies, LLC 401(k) Plan at $9M / 51 participants.
- #13,237
- in Professional & Technical Services (21,562 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $927K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heart & Mind Strategies, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Heart & Mind Strategies, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,043,665 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heart & Mind Strategies, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart & Mind Strategies, LLC 401(k) Plan is a small filing (51 participants) on this national headcount ladder.
DOL schedule card
Filing strip 800196382 · Heart & Mind Strategies, LLC PY 2022 · 401(k)
Heart & Mind Strategies, LLC 401(k) Plan · $9M · 51 · 63rd
- PHOTO $9M
- IND 51
- EOY 63rd
- 5500 401(k)
- ASSETS near R.L. Adams Plastics, Inc. Profit Sharing & 401(k) Plan
- PCT ind #13237
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Heart & Mind Strategies, LLC 401(k) Plan in the asset neighbourhood
Heart & Mind Strategies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heart & Mind Strategies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.15573608708416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $9M |
| 2023 | 1 | 48 | $11M |
| 2024 | 1 | 39 | $12M |
Heart & Mind Strategies, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$927K |
| Employer EIN | 800196382 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Heart & Mind Strategies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is R.L. Adams Plastics, Inc. Profit Sharing & 401(k) Plan in MI ($9M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.
- Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 51 · 0 off
- National Metal Industries Inc 401(k) Profit Sharing Plan & Trust (NY) 51 · 0 off
- The Ohio Desk Company 401(k) Retirement Plan (OH) 51 · 0 off
- Ecr International, Inc. Dunkirk Division 401(k) Savings Plan for Union Employees (NY) 51 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.