401(k) · DOL Form 5500 · 2022
Heart Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $249,078
- Avg per participant Above avg balance/head
Official DOL plan name: Heart Enterprises Inc. 401(k) Plan · Sponsored by Heart Enterprises, Inc. · Colorado · Real Estate
$1M in assets, 6 participants
Heart Enterprises, Inc.'s Heart Enterprises Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #2,394 in Real Estate (5,057 peers)
Heart Enterprises, Inc. multi-year trail
Heart Enterprises, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Heart Enterprises Inc. 401(k) Plan at $1M / 6 participants.
- #2,394
- in Real Estate (5,057 peers)
- +28.0%
- assets growth YoY
Heart Enterprises Inc. 401(k) Plan among the smaller filed plans by assets
Heart Enterprises Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,494,467 30th percentile higher than 30% 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 Enterprises Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart Enterprises Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 461037280 · Heart Enterprises, Inc. PY 2022 · 401(k)
Heart Enterprises Inc. 401(k) Plan · $1M · 6 · 30th
- 5500 $1M
- ASSETS 6
- PCT 30th
- EIN 401(k)
- RANK near Orlando Bathing Suit, LLC 401(k) Plan
- PHOTO ind #2394
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 Real Estate retirement plans → · Plans in Colorado →
Heart Enterprises Inc. 401(k) Plan in the asset neighbourhood
Heart Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Heart Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 44.21001369750274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 16 | $2M |
| 2023 | 4 | 31 | $3M |
| 2024 | 1 | 9 | $3M |
Heart Enterprises, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $327K |
| Employer EIN | 461037280 |
| Plan Effective Date | 2012-09-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Heart Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Orlando Bathing Suit, LLC 401(k) Plan in FL ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.