401(k) · DOL Form 5500 · 2022
Heart of Cardon LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 2,942
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $9,605
- Avg per participant Low balance/head
Official DOL plan name: Heart of Cardon LLC 401(k) Retirement Plan · Sponsored by Heart of Cardon LLC · Indiana · Healthcare & Social Assistance
$28M in assets, 2,942 participants
Heart of Cardon LLC's Heart of Cardon LLC 401(k) Retirement Plan reported $28M in total assets and 2,942 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #17,008 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Heart of Cardon LLC 401(k) Retirement Plan covers 2,942 participants in Indiana, 5.4x the typical Indiana plan (state average ~541 per filing). Assets: $28M.
- #17,008
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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 Cardon LLC 401(k) Retirement Plan's outsized position by total assets
Heart of Cardon LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,259,353 Top 18% higher than 82% 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 Cardon LLC 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of Cardon LLC 401(k) Retirement Plan lands in the large band (2,942 participants).
Form 5500 schedule snapshot
Filing strip 261192696 · Heart of Cardon LLC PY 2022 · 401(k)
Heart of Cardon LLC 401(k) Retirement Plan · $28M · 2,942 · 82nd
- EIN $28M
- EIN 2,942
- EIN 82nd
- EIN 401(k)
- EIN near Ingenico, Inc. 401(k) Plan
- EIN ind #17008
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 of Cardon LLC 401(k) Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 261192696 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of Cardon LLC)
Sponsor-wide plan assets over time
All Heart of Cardon LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 30.09629413667043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,942 | $28M |
| 2023 | 1 | 2,910 | $34M |
| 2024 | 1 | 2,955 | $37M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Heart of Cardon LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ingenico, Inc. 401(k) Plan in GA ($28M); by covered participants it is Beacon Mobility Transportation Employee Retirement Plan in NY (2,940 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Ingenico, Inc. 401(k) Plan (GA) $28M · 344
- Ip Infusion Inc. 401(k) Plan (CA) $28M · 48
- Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan (TN) $28M · 170
- Simplex Investments, LLC. 401(k) Plan (IL) $28M · 133
Similar participant headcount
Nearest other-state filings by covered participants (2,942 participants); asset peers above are excluded.
- Beacon Mobility Transportation Employee Retirement Plan (NY) 2,940 · 2 off
- Colliers International USA, LLC & Affiliated Employers 401(k) Plan (WA) 2,945 · 3 off
- Luma Energy 401 (K) Pr Retirement Savings Plan (PR) 2,945 · 3 off
- Azz Inc. Employee Benefit Plan and Trust (TX) 2,947 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.