401(k) · DOL Form 5500 · 2022

Ocean Heart Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
34th
Percentile by assets National rank
$93,944
Avg per participant Below avg balance/head
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Official DOL plan name: Ocean Heart Group, LLC Profit Sharing Plan · Sponsored by Ocean Heart Group, LLC · New Jersey · Healthcare & Social Assistance

$2M in assets, 22 participants

Ocean Heart Group, LLC's Ocean Heart Group, LLC Profit Sharing Plan reported $2M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #7,128 in Healthcare & Social Assistance (20,060 peers)

Ocean Heart Group, LLC multi-year trail

Ocean Heart Group, LLC's plans moved -45.8% in assets from 2022 to 2023; this filing shows Ocean Heart Group, LLC Profit Sharing Plan at $2M / 22 participants.

#7,128
in Healthcare & Social Assistance (20,060 peers)
-1.4%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ocean Heart Group, LLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ocean Heart Group, LLC Profit Sharing Plan vs every filed plan by assets

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

$2,066,777 34th percentile higher than 34% 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

Ocean Heart Group, LLC Profit Sharing 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. Ocean Heart Group, LLC Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 272302952 · Ocean Heart Group, LLC PY 2022 · 401(k)

Ocean Heart Group, LLC Profit Sharing Plan · $2M · 22 · 34th

  • PCT $2M
  • EIN 22
  • RANK 34th
  • PHOTO 401(k)
  • IND near Ride Now Motors 401(k) Plan
  • EOY ind #7128

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 New Jersey →

Ocean Heart Group, LLC Profit Sharing Plan in the asset neighbourhood

Ocean Heart Group, LLC Profit Sharing PlanOcean Heart Group, LLC Profi…$2MRide Now Motors 401(k) Plan$2MPasich 401(k) Plan$2MPerformance Capital, LLC 401(k) Profit Sharing PlanPerformance Capital, LLC 401…$2MSentinel Brokers Company Inc 401(k) Profit Sharing Plan & TrustSentinel Brokers Company Inc…$2M
End-of-year total assets ($M) among Ocean Heart Group, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ocean Heart Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ocean Heart Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.79656946566046% vs 2022
2023 filing year
$1M$2M$3M$4M 20222023 $3.68M $2M ▼ -45.7%
Year Plans Participants Total Assets
2022 2 44 $4M
2023 1 25 $2M

Ocean Heart Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$30K
Employer EIN272302952
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Ocean Heart Group, LLC Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ocean Heart Group, LLC Profit Sharing Plan, Total assets ($B): 0.002066777 · Participants: 22Ocean Heart Group, LLC Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Ocean Heart Group, LLC Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ocean Heart Group, LLC Profit Sharing Plan side-by-side with 3 peers →

Ocean Heart Group, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ride Now Motors 401(k) Plan in NC ($2M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Ocean Heart Group, LLC Profit Sharing Plan assets move in 2022? ▼
Ocean Heart Group, LLC Profit Sharing Plan edged down modestly - down 1.4% during 2022, from $2M to $2M. Reported net income was -$30K.
How have Ocean Heart Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ocean Heart Group, LLC's sponsor-wide assets declined 45.8%, from $4M to $2M.
Which 401(k) plans are similar in size to Ocean Heart Group, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ride Now Motors 401(k) Plan in NC ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Heart Group, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 272302952.

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.