Other · DOL Form 5500 · 2022
Heartspring, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 433
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $47,970
- Avg per participant Low balance/head
Official DOL plan name: Heartspring 403 (B) DC Plan · Sponsored by Heartspring, Inc. · Kansas · Educational Services
$21M in assets, 433 participants
Heartspring, Inc.'s Heartspring 403 (B) DC Plan reported $21M in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,493 in Educational Services (4,024 peers)
Where Heartspring 403 (B) DC Plan sits by assets
Heartspring 403 (B) DC Plan sits in the top quartile of all filed plans by assets, $21M for 433 participants (~$47,970/participant), down 16.4% in 2022.
- #2,493
- in Educational Services (4,024 peers)
- -16.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heartspring 403 (B) DC Plan's outsized position by total assets
Heartspring 403 (B) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,771,093 Top 22% higher than 78% 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
Heartspring 403 (B) DC 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. Heartspring 403 (B) DC Plan sits mid-pack in the medium band (433 participants).
Plan-year Form 5500 strip
Filing strip 480561969 · Heartspring, Inc. PY 2022 · Other
Heartspring 403 (B) DC Plan · $21M · 433 · 78th
- NET $21M
- NET 433
- NET 78th
- NET Other
- NET near Morselife Tax Deferred Annuity Plan
- NET ind #2493
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 Kansas →
Heartspring 403 (B) DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 480561969 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartspring, Inc.)
Sponsor-wide plan assets over time
All Heartspring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.380759741434886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $21M |
| 2023 | 1 | 473 | $24M |
| 2024 | 1 | 410 | $27M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Stormont-Vail Healthcare Employee 403(b) Plan $430M · 5,334
- Olathe Health System, Inc. Tsa Retirement Plan $165M · 2,265
- Hays Medical Center Employee's Tax Deferred Annuity Plan $90M · 1,905
- Ottawa University DC Plan $35M · 349
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $34M · 220
Heartspring 403 (B) DC Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is Morselife Tax Deferred Annuity Plan in FL ($21M); by covered participants it is Ninth District Opportunity, Inc. 403(b) Plan in GA (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Ninth District Opportunity, Inc. 403(b) Plan (GA) 433 · 0 off
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan (MD) 433 · 0 off
- Starfish Family Services, Inc. DC Plan (MI) 432 · 1 off
- Guardian Angels 403b Retirement Plan (MN) 432 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.