401(k) · DOL Form 5500 · 2022

Heartfelt Care, Inc. 401(k) Plan

Data updated 2026-08-25

$494K
Total assets Small plan by assets
28
Participants Small participant base
18th
Percentile by assets National rank
$17,639
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Heartfelt Care Retirement Plan · Sponsored by Heartfelt Care, Inc. · Colorado · Healthcare & Social Assistance

$494K in assets, 28 participants

Heartfelt Care, Inc.'s Heartfelt Care Retirement Plan reported $494K in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,831 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Heartfelt Care Retirement Plan grew sharply 25.4% in 2022 ($394K → $494K) for 28 participants.

#2,831
in Healthcare & Social Assistance (20,060 peers)
+25.4%
assets growth YoY

Heartfelt Care Retirement Plan among the smaller filed plans by assets

Heartfelt Care Retirement Plan vs every filed plan by assets

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

$493,880 18th percentile higher than 18% 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

Heartfelt Care Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartfelt Care Retirement Plan is a small filing (28 participants) on this national headcount ladder.

DOL schedule card

Filing strip 275278945 · Heartfelt Care, Inc. PY 2022 · 401(k)

Heartfelt Care Retirement Plan · $494K · 28 · 18th

  • PART $494K
  • PART 28
  • PART 18th
  • PART 401(k)
  • PART near Cinco Swim, Inc. 401(k) Plan
  • PART ind #2831

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 Colorado →

Heartfelt Care Retirement Plan in the asset neighbourhood

Heartfelt Care Retirement PlanHeartfelt Care Retirement Pl…$494KCinco Swim, Inc. 401(k) Plan$494KEnnoble Care LLC 401(k) Profit Sharing Plan & TrustEnnoble Care LLC 401(k) Prof…$494KThe Ocd and Anxiety Treatment Center 401(k)The Ocd and Anxiety Treatmen…$494KVero Rn LLC 401(k) Profit Sharing Plan & TrustVero Rn LLC 401(k) Profit Sh…$494K
End-of-year total assets ($M) among Heartfelt Care Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$394K
Net Assets (End of Year)$494K
Net Income$2K
Employer EIN275278945
Plan Effective Date2011-03-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Heartfelt Care Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Heartfelt Care Retirement Plan, Total assets ($B): 0.00049388 · Participants: 28Heartfelt Care Retirement 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
Heartfelt Care Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Heartfelt Care Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Cinco Swim, Inc. 401(k) Plan in AZ ($494K); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Heartfelt Care Retirement Plan assets move in 2022?
Heartfelt Care Retirement Plan grew sharply - up 25.4% during 2022, from $394K to $494K. Reported net income was $2K.
Where does Heartfelt Care Retirement Plan rank by assets among Form 5500 filers?
Heartfelt Care Retirement Plan ranks in the 18th 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 Heartfelt Care Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cinco Swim, Inc. 401(k) Plan in AZ ($494K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Heartfelt Care Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M in assets).