Profit Sharing · DOL Form 5500 · 2022
American Heart Association, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $383M
- Total assets
- 2,793
- Participants
- 97th
- Percentile by assets
- $137,276
- Avg per participant
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.
- 97th percentile by assets (of 139,258 plans)
- #8,352 in Other Services (8,406 peers)
Coverage in Texas
American Heart Association, Inc. Qualified Retirement Plan covers 2,793 participants in Texas, 4.0x the typical Texas plan (state average ~704 per filing). Assets: $383M.
- $383M
- total plan assets (2022 EOY)
- 2,793
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $137,276
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. American Heart Association, Inc. Qualified Retirement Plan reports 2,793 participants - 4.0x that state average ($383M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $457M |
|---|---|
| Net Assets (End of Year) | $383M |
| Net Income | -$73M |
| Employer EIN | 135613797 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Heart Association, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,206 | $699M |
| 2023 | 3 | 7,069 | $819M |
| 2024 | 2 | 7,647 | $913M |
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
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to American Heart Association, Inc. Qualified Retirement Plan by total assets, not by location.
- Jefferson University Physicians Retirement Plan (PA) $385M · 3,037
- Connecticut Children's Retirement Savings Plan (CT) $377M · 2,969
- Regions Hospital Retirement Savings 401(k) Plan (MN) $390M · 5,861
- Sidley Austin LLP Retirement Plan for Partners (IL) $376M · 616
Frequently Asked Questions
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Filing takeaways
Ways to act on American Heart Association, Inc. Qualified Retirement Plan's numbers.
- By total assets, American Heart Association, Inc. Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- American Heart Association, Inc.'s sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Other Services plans