Defined Benefit (Pension) · DOL Form 5500 · 2022
American Heart Association Pension Plan
Data updated 2026-08-25
- $975K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 25th
- Percentile by assets National rank
Official DOL plan name: American Heart Association Plan Svc 07/01/1976 · Sponsored by American Heart Association · Texas · Other Services
$975K in assets, N/A participants
American Heart Association's American Heart Association Plan Svc 07/01/1976 reported $975K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,042 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, American Heart Association Plan Svc 07/01/1976 ranks #4,042 of 8,398 2022 filers by assets (2058% of the sector average)-$975K for N/A participants.
- #4,042
- in Other Services (8,398 peers)
- +4.7%
- assets growth YoY
American Heart Association Plan Svc 07/01/1976 among the smaller filed plans by assets
American Heart Association Plan Svc 07/01/1976 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$975,285 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 135613797 · American Heart Association PY 2022 · Defined Benefit (Pension)
American Heart Association Plan Svc 07/01/1976 · $975K · N/A · 25th
- BOOK $975K
- VS-ST N/A
- BOY 25th
- SCH Defined Benefit (Pension)
- EBSA near Md for Life, Inc. Pension Plan
- PART ind #4042
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 Plan Svc 07/01/1976 in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $931K |
|---|---|
| Net Assets (End of Year) | $975K |
| Net Income | $44K |
| Employer EIN | 135613797 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Heart Association)
Sponsor-wide plan assets over time
All American Heart Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $914M 30.703763716121706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,206 | $699M |
| 2023 | 3 | 7,069 | $819M |
| 2024 | 3 | 7,647 | $914M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
American Heart Association Plan Svc 07/01/1976's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Md for Life, Inc. Pension Plan in CA at $974K (this filing: $975K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($975K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.