401(k) · DOL Form 5500 · 2022

Heart Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$413K
Total assets Small plan by assets
10
Participants Small participant base
17th
Percentile by assets National rank
$41,318
Avg per participant Low balance/head
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Official DOL plan name: Heart Enterprises Inc. 401(k) Plan · Sponsored by Heart Enterprises, Inc. · Colorado · Real Estate

$413K in assets, 10 participants

Heart Enterprises, Inc.'s Heart Enterprises Inc. 401(k) Plan reported $413K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,374 in Real Estate (5,057 peers)

Heart Enterprises, Inc. multi-year trail

Heart Enterprises, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Heart Enterprises Inc. 401(k) Plan at $413K / 10 participants.

#1,374
in Real Estate (5,057 peers)
-9.5%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heart Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Heart Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$413,180 17th percentile higher than 17% 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

Heart Enterprises Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart Enterprises Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 461037280 · Heart Enterprises, Inc. PY 2022 · 401(k)

Heart Enterprises Inc. 401(k) Plan · $413K · 10 · 17th

  • ASSETS $413K
  • PCT 10
  • EIN 17th
  • RANK 401(k)
  • PHOTO near Fashion Butterfly, Inc. 401(k) Plan
  • IND ind #1374

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 Real Estate retirement plans → · Plans in Colorado →

Heart Enterprises Inc. 401(k) Plan in the asset neighbourhood

Heart Enterprises Inc. 401(k) PlanHeart Enterprises Inc. 401(k…$413KFashion Butterfly, Inc. 401(k) PlanFashion Butterfly, Inc. 401(…$413KHoldtight Solutions, Inc. Eqrp 401(k) PlanHoldtight Solutions, Inc. Eq…$413KTkc Farms, Inc. 401(k) Plan$413KRustico Holdings Inc. 401(k) PlanRustico Holdings Inc. 401(k)…$413K
End-of-year total assets ($M) among Heart Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heart Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heart Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.21001369750274% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.91M $2.75M ▲ +44.0%
Year Plans Participants Total Assets
2022 2 16 $2M
2023 4 31 $3M
2024 1 9 $3M

Heart Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$457K
Net Assets (End of Year)$413K
Net Income-$43K
Employer EIN461037280
Plan Effective Date2012-09-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Heart Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Heart Enterprises Inc. 401(k) Plan, Total assets ($B): 0.00041318 · Participants: 10Heart Enterprises Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Heart Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Heart Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Heart Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Fashion Butterfly, Inc. 401(k) Plan in MD ($413K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($413K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Heart Enterprises Inc. 401(k) Plan assets move in 2022? ▼
Heart Enterprises Inc. 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $457K to $413K. Reported net income was -$43K.
How have Heart Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart Enterprises, Inc.'s sponsor-wide assets grew 44.2%, from $2M to $3M.
Where does Heart Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heart Enterprises Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heart Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fashion Butterfly, Inc. 401(k) Plan in MD ($413K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Heart Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 461037280.

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.