401(k) · DOL Form 5500 · 2022

Open Hearts 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
123
Participants Small participant base
33rd
Percentile by assets National rank
$15,414
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Open Hearts · Sponsored by Open Hearts · Arizona · Healthcare & Social Assistance

$2M in assets, 123 participants

Open Hearts's 401(k) Profit-Sharing Plan for Employees of Open Hearts reported $2M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,740 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

401(k) Profit-Sharing Plan for Employees of Open Hearts covers 123 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#6,740
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit-Sharing Plan for Employees of Open Hearts among the smaller filed plans by assets

401(k) Profit-Sharing Plan for Employees of Open Hearts vs every filed plan by assets

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

$1,895,890 33rd percentile higher than 33% 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

401(k) Profit-Sharing Plan for Employees of Open Hearts 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. 401(k) Profit-Sharing Plan for Employees of Open Hearts sits mid-pack in the medium band (123 participants).

Form 5500 schedule snapshot

Filing strip 860291956 · Open Hearts PY 2022 · 401(k)

401(k) Profit-Sharing Plan for Employees of Open Hearts · $2M · 123 · 33rd

  • EOY $2M
  • 5500 123
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near T-Cetra 401(k) Plan
  • RANK ind #6740

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

401(k) Profit-Sharing Plan for Employees of Open Hearts in the asset neighbourhood

401(k) Profit-Sharing Plan for Employees of Open Hearts401(k) Profit-Sharing Plan f…$2MT-Cetra 401(k) Plan$2MWildcatter Investments Inc 401(k) PlanWildcatter Investments Inc 4…$2MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Pace Community Action Agency, Inc.Safe-Harbor 401(k) Profit Sh…$2MCitizens Fuel Company Profit Sharing 401(k) PlanCitizens Fuel Company Profit…$2M
End-of-year total assets ($M) among 401(k) Profit-Sharing Plan for Employees of Open Hearts and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$328K
Employer EIN860291956
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Open Hearts)

Sponsor-wide plan assets over time

All Open Hearts plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.43850117886586% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.9M $2.76M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 123 $2M
2023 1 114 $2M
2024 1 131 $3M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Profit-Sharing Plan for Employees of Open Hearts vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants 401(k) Profit-Sharing Plan for Employees of Open Hearts, Total assets ($B): 0.00189589 · Participants: 123401(k) Profit-Sharing Plan for Employees of Open HeartsBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
401(k) Profit-Sharing Plan for Employees of Open Hearts vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 401(k) Profit-Sharing Plan for Employees of Open Hearts side-by-side with 3 peers →

401(k) Profit-Sharing Plan for Employees of Open Hearts's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is T-Cetra 401(k) Plan in OH ($2M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 401(k) Profit-Sharing Plan for Employees of Open Hearts assets move in 2022? ▼
401(k) Profit-Sharing Plan for Employees of Open Hearts pulled back noticeably - down 14.7% during 2022, from $2M to $2M. Reported net income was -$328K.
How have Open Hearts plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Open Hearts's sponsor-wide assets grew 45.4%, from $2M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit-Sharing Plan for Employees of Open Hearts? ▼
Among 401(k) plans in other states, the closest by assets is T-Cetra 401(k) Plan in OH ($2M, 132 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit-Sharing Plan for Employees of Open Hearts? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A 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 860291956.

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.