401(k) · DOL Form 5500 · 2022

Heartview Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
44th
Percentile by assets National rank
$32,826
Avg per participant Low balance/head
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Official DOL plan name: Heartview Foundation 401(k) Profit Sharing Plan · Sponsored by Heartview Foundation · North Dakota · Healthcare & Social Assistance

$4M in assets, 112 participants

Heartview Foundation's Heartview Foundation 401(k) Profit Sharing Plan reported $4M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,808 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Dakota

Heartview Foundation 401(k) Profit Sharing Plan covers 112 participants in North Dakota, about 22% of the average North Dakota filer (state average ~504 per filing). Assets: $4M.

#9,808
in Healthcare & Social Assistance (20,060 peers)
-9.0%
assets change YoY

The plan reported a net loss of $362K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartview Foundation 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heartview Foundation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,676,557 44th percentile higher than 44% of 139,123 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 2022

Heartview Foundation 401(k) Profit Sharing 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. Heartview Foundation 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

Form 5500 schedule snapshot

Filing strip 450282159 · Heartview Foundation PY 2022 · 401(k)

Heartview Foundation 401(k) Profit Sharing Plan · $4M · 112 · 44th

  • SCH $4M
  • EBSA 112
  • PART 44th
  • TYPE 401(k)
  • NET near Washington County Tractor, Inc. 401(k) Plan
  • BOOK ind #9808

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Heartview Foundation 401(k) Profit Sharing Plan in the asset neighbourhood

Heartview Foundation 401(k) Profit Sharing PlanHeartview Foundation 401(k) …$4MWashington County Tractor, Inc. 401(k) PlanWashington County Tractor, I…$4MSunfresh LLC Salary Savings PlanSunfresh LLC Salary Savings …$4MSouthwest Spine & Pain, LLC 401(k) PlanSouthwest Spine & Pain, LLC …$4MGregory J. Plancich, D.D.S., Inc., P.S. 401(k) PlanGregory J. Plancich, D.D.S.,…$4M
End-of-year total assets ($M) among Heartview Foundation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$362K
Employer EIN450282159
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartview Foundation)

Sponsor-wide plan assets over time

All Heartview Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 80.07872582962811% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.68M $6.62M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 130 $5M
2024 1 157 $7M

Nearby 401(k) Plans in North Dakota

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

Heartview Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Heartview Foundation 401(k) Profit Sharing Plan, Total assets ($B): 0.003676557 · Participants: 112Heartview Foundation 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 2.448470251 · Participants: 30145Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 1.321268405 · Participants: 8525Mdu Resources Group, Inc. 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.446081759 · Participants: 3784Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.410790544 · Participants: 2612Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.402778064 · Participants: 5088Offutt Companies 401(k) Savings Plan
Heartview Foundation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Heartview Foundation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heartview Foundation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Washington County Tractor, Inc. 401(k) Plan in TX ($4M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heartview Foundation 401(k) Profit Sharing Plan assets move in 2022? ▼
Heartview Foundation 401(k) Profit Sharing Plan pulled back noticeably - down 9.0% during 2022, from $4M to $4M. Reported net income was -$362K.
How have Heartview Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartview Foundation's sponsor-wide assets grew 80.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Heartview Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington County Tractor, Inc. 401(k) Plan in TX ($4M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Heartview Foundation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450282159.

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.