Other · DOL Form 5500 · 2022
Heart City Health Center Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $20,312
- Avg per participant Low balance/head
Official DOL plan name: Heart City Retirement Plan · Sponsored by Heart City Health Center Inc. · Indiana · Healthcare & Social Assistance
$3M in assets, 132 participants
Heart City Health Center Inc.'s Heart City Retirement Plan reported $3M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #8,272 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Heart City Retirement Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $3M.
- #8,272
- in Healthcare & Social Assistance (20,060 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heart City Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heart City Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,681,189 38th percentile higher than 38% 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 City Retirement 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 City Retirement Plan sits mid-pack in the medium band (132 participants).
Form 5500 schedule snapshot
Filing strip 351875364 · Heart City Health Center Inc. PY 2022 · Other
Heart City Retirement Plan · $3M · 132 · 38th
- TYPE $3M
- NET 132
- BOOK 38th
- VS-ST Other
- BOY near The Gillen Brewer School Retirement Plan
- SCH ind #8272
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 Indiana →
Heart City Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$194K |
| Employer EIN | 351875364 |
| Plan Effective Date | 1997-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart City Health Center Inc.)
Sponsor-wide plan assets over time
All Heart City Health Center Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.93403299804676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $3M |
| 2023 | 1 | 100 | $3M |
| 2024 | 1 | 165 | $3M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Heart City Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is The Gillen Brewer School Retirement Plan in NY ($3M); by covered participants it is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan (IL) 132 · 0 off
- Teton Science Schools 403(b) DC Plan (WY) 132 · 0 off
- Friends Select School Retirement Plan (PA) 132 · 0 off
- Lycee Francais De San Francisco 403(b) DC Plan (CA) 132 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.