Profit Sharing · DOL Form 5500 · 2022

American Heart Association, Inc. Profit Sharing Plan

Data updated 2026-08-25

$383M
Total assets Above avg plan size
2,793
Participants Above avg headcount
97th
Percentile by assets National rank
$137,276
Avg per participant Near avg balance/head
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Official DOL plan name: American Heart Association, Inc. Qualified Retirement Plan · Sponsored by American Heart Association, Inc. · Texas · Other Services

$383M in assets, 2,793 participants

American Heart Association, Inc.'s American Heart Association, Inc. Qualified Retirement Plan reported $383M in total assets and 2,793 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,344 in Other Services (8,398 peers)

Coverage in Texas

American Heart Association, Inc. Qualified Retirement Plan covers 2,793 participants in Texas, 4.1x the typical Texas plan (state average ~688 per filing). Assets: $383M.

#8,344
in Other Services (8,398 peers)
-16.1%
assets change YoY
3.8×
vs typical plan assets (national mean)

The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Heart Association, Inc. Qualified Retirement Plan's outsized position by total assets

American Heart Association, Inc. Qualified Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$383,411,147 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

American Heart Association, Inc. Qualified 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. American Heart Association, Inc. Qualified Retirement Plan lands in the large band (2,793 participants).

DOL schedule card

Filing strip 135613797 · American Heart Association, Inc. PY 2022 · Profit Sharing

American Heart Association, Inc. Qualified Retirement Plan · $383M · 2,793 · 97th

  • EOY $383M
  • EOY 2,793
  • EOY 97th
  • EOY Profit Sharing
  • EOY near Jefferson University Physicians Retirement Plan
  • EOY ind #8344

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 Other Services retirement plans → · Plans in Texas →

American Heart Association, Inc. Qualified Retirement Plan in the asset neighbourhood

Regions Hospital Retirement Savings 401(k) PlanRegions Hospital Retirement …$390MJefferson University Physicians Retirement PlanJefferson University Physici…$385MAmerican Heart Association, Inc. Qualified Retirement PlanAmerican Heart Association, …$383MConnecticut Children's Retirement Savings PlanConnecticut Children's Retir…$377MSidley Austin LLP Retirement Plan for PartnersSidley Austin LLP Retirement…$376M
End-of-year total assets ($M) among American Heart Association, Inc. Qualified Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$457M
Net Assets (End of Year)$383M
Net Income-$73M
Employer EIN135613797
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heart Association, Inc.)

Sponsor-wide plan assets over time

All American Heart Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$914M 30.703763716121706% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $699M $914M ▲ +30.7%
Year Plans Participants Total Assets
2022 3 6,206 $699M
2023 3 7,069 $819M
2024 3 7,647 $914M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

American Heart Association, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246 Total assets ($B) Participants American Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.383411147 · Participants: 2793American Heart Association, Inc. Qualified Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
American Heart Association, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare American Heart Association, Inc. Qualified Retirement Plan side-by-side with 3 peers →

American Heart Association, Inc. Qualified Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jefferson University Physicians Retirement Plan in PA ($385M); by covered participants it is Sheet Metal Workers Annuity Fund Local Union No. 19 in PA (2,794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,793 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.

Frequently Asked Questions

How did American Heart Association, Inc. Qualified Retirement Plan assets move in 2022? ▼
American Heart Association, Inc. Qualified Retirement Plan declined sharply - down 16.1% during 2022, from $457M to $383M. Reported net income was -$73M.
How have American Heart Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heart Association, Inc.'s sponsor-wide assets grew 30.7%, from $699M to $914M.
Where does American Heart Association, Inc. Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
American Heart Association, Inc. Qualified Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to American Heart Association, Inc. Qualified Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jefferson University Physicians Retirement Plan in PA ($385M, 3,037 participants).
Which Profit Sharing plans cover a similar participant headcount to American Heart Association, Inc. Qualified Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Annuity Fund Local Union No. 19 in PA (2,794 participants, $408M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135613797.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.