401(k) · DOL Form 5500 · 2022
Great Hearts Academies 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,567
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $19,516
- Avg per participant Low balance/head
Official DOL plan name: Great Hearts Academies 401(k) Plan · Sponsored by Great Hearts Academies · Arizona · Educational Services
$31M in assets, 1,567 participants
Great Hearts Academies's Great Hearts Academies 401(k) Plan reported $31M in total assets and 1,567 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,777 in Educational Services (4,024 peers)
Coverage in Arizona
Great Hearts Academies 401(k) Plan covers 1,567 participants in Arizona, 2.8x the typical Arizona plan (state average ~564 per filing). Assets: $31M.
- #2,777
- in Educational Services (4,024 peers)
- -8.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Great Hearts Academies 401(k) Plan's outsized position by total assets
Great Hearts Academies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,582,203 Top 17% higher than 83% 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
Great Hearts Academies 401(k) 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. Great Hearts Academies 401(k) Plan lands in the large band (1,567 participants).
Published 5500 schedule card
Filing strip 202036133 · Great Hearts Academies PY 2022 · 401(k)
Great Hearts Academies 401(k) Plan · $31M · 1,567 · 83rd
- EIN $31M
- EIN 1,567
- EIN 83rd
- EIN 401(k)
- EIN near Niit (USA), Inc. 401(k) Plan
- EIN ind #2777
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 Educational Services retirement plans → · Plans in Arizona →
Great Hearts Academies 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$3M |
| Employer EIN | 202036133 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Great Hearts Academies)
Sponsor-wide plan assets over time
All Great Hearts Academies plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 63.659468874756996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,567 | $31M |
| 2023 | 1 | 2,496 | $40M |
| 2024 | 1 | 3,271 | $50M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Great Hearts Academies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Niit (USA), Inc. 401(k) Plan in GA ($31M); by covered participants it is Pinterest 401(k) Plan in CA (1,567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Niit (USA), Inc. 401(k) Plan (GA) $31M · 304
- Manke Lumber Company, Inc. Profit Sharing Plan (WA) $31M · 402
- Capell & Howard PC 401(k) Profit Sharing Plan & Trust (AL) $31M · 48
- Archroma Retirement Savings Plan (NC) $31M · 146
Similar participant headcount
Nearest other-state filings by covered participants (1,567 participants); asset peers above are excluded.
- Pinterest 401(k) Plan (CA) 1,567 · 0 off
- Lockheed Martin Corporation Operations Support Savings Plan (MD) 1,567 · 0 off
- Quantum Health, Inc. 401(k) Plan (OH) 1,567 · 0 off
- Continuing Life 401(k) Plan (CA) 1,567 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.