401(k) · DOL Form 5500 · 2022
Heart of America Management, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 810
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $17,421
- Avg per participant Low balance/head
Official DOL plan name: Heart of America 401(k) Plan · Sponsored by Heart of America Management, LLC · Illinois · Food Services & Accommodation
$14M in assets, 810 participants
Heart of America Management, LLC's Heart of America 401(k) Plan reported $14M in total assets and 810 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #4,249 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Heart of America 401(k) Plan ranks #4,249 of 4,592 2022 filers by assets (139% of the sector average)-$14M for 810 participants.
- #4,249
- in Food Services & Accommodation (4,592 peers)
- -24.8%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heart of America 401(k) Plan's outsized position by total assets
Heart of America 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,111,198 Top 29% higher than 71% 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 of America 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of America 401(k) Plan sits mid-pack in the medium band (810 participants).
EBSA filing schedule strip
Filing strip 320052825 · Heart of America Management, LLC PY 2022 · 401(k)
Heart of America 401(k) Plan · $14M · 810 · 71st
- 5500 $14M
- ASSETS 810
- PCT 71st
- EIN 401(k)
- RANK near Tilden Park Capital Management LP 401(k) and Profit Sharing Plan
- PHOTO ind #4249
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Heart of America 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$5M |
| Employer EIN | 320052825 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of America Management, LLC)
Sponsor-wide plan assets over time
All Heart of America Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 14.39250586661742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 810 | $14M |
| 2023 | 1 | 1,004 | $16M |
| 2024 | 1 | 1,167 | $16M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Heart of America 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Tilden Park Capital Management LP 401(k) and Profit Sharing Plan in NY ($14M); by covered participants it is Arvig Enterprises, Inc. 401(k) Plan in MN (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (810 participants); asset peers above are excluded.
- Arvig Enterprises, Inc. 401(k) Plan (MN) 810 · 0 off
- Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust (WA) 810 · 0 off
- Penn National Insurance 401(k) Retirement Savings Plan (PA) 810 · 0 off
- Solairus Aviation 401(k) Plan (CA) 810 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.