401(k) · DOL Form 5500 · 2022
Close to My Heart, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $39,608
- Avg per participant Low balance/head
Official DOL plan name: Close to My Heart 401(k) Plan · Sponsored by Close to My Heart, Inc. · Utah · Retail Trade
$4M in assets, 96 participants
Close to My Heart, Inc.'s Close to My Heart 401(k) Plan reported $4M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #5,183 in Retail Trade (9,519 peers)
Close to My Heart, Inc. multi-year trail
Close to My Heart, Inc.'s plans moved -31.5% in assets from 2022 to 2024; this filing shows Close to My Heart 401(k) Plan at $4M / 96 participants.
- #5,183
- in Retail Trade (9,519 peers)
- -25.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Close to My Heart 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Close to My Heart 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,802,356 45th percentile higher than 45% 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
Close to My Heart 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. Close to My Heart 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 880272691 · Close to My Heart, Inc. PY 2022 · 401(k)
Close to My Heart 401(k) Plan · $4M · 96 · 45th
- SCH $4M
- EBSA 96
- PART 45th
- TYPE 401(k)
- NET near Doctors Memorial Hospital 401(k) Profit Sharing Plan and Trust
- BOOK ind #5183
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 Retail Trade retirement plans → · Plans in Utah →
Close to My Heart 401(k) Plan in the asset neighbourhood
Close to My Heart, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Close to My Heart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.457969742969883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $4M |
| 2023 | 1 | 96 | $4M |
| 2024 | 1 | 76 | $3M |
Close to My Heart, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 880272691 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Close to My Heart 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Doctors Memorial Hospital 401(k) Profit Sharing Plan and Trust in FL ($4M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.