401(k) · DOL Form 5500 · 2023
Heart & Mind Strategies, LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $225,486
- Avg per participant Above avg balance/head
Official DOL plan name: Heart & Mind Strategies, LLC 401(k) Plan · Sponsored by Heart & Mind Strategies, LLC · Virginia · Professional & Technical Services
$11M in assets, 48 participants
Heart & Mind Strategies, LLC's Heart & Mind Strategies, LLC 401(k) Plan reported $11M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #12,013 in Professional & Technical Services (20,321 peers)
Heart & Mind Strategies, LLC multi-year trail
Heart & Mind Strategies, LLC's plans moved +35.2% in assets from 2022 to 2024; this filing shows Heart & Mind Strategies, LLC 401(k) Plan at $11M / 48 participants.
- #12,013
- in Professional & Technical Services (20,321 peers)
- +19.7%
- assets growth YoY
Heart & Mind Strategies, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Heart & Mind Strategies, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,823,318 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heart & Mind Strategies, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart & Mind Strategies, LLC 401(k) Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heart & Mind Strategies, LLC 401(k) Plan reported net income rose from -$927K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heart & Mind Strategies, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Heart & Mind Strategies, LLC 401(k) Plan reported participants fell from 51 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 800196382 · Heart & Mind Strategies, LLC PY 2023 · 401(k)
Heart & Mind Strategies, LLC 401(k) Plan · $11M · 48 · 60th
- ASSETS $11M
- PCT 48
- EIN 60th
- RANK 401(k)
- PHOTO near Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan
- IND ind #12013
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Heart & Mind Strategies, LLC 401(k) Plan in the asset neighbourhood
Heart & Mind Strategies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heart & Mind Strategies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.15573608708416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $9M |
| 2023 | 1 | 48 | $11M |
| 2024 | 1 | 39 | $12M |
Heart & Mind Strategies, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 800196382 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Heart & Mind Strategies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan in CA ($11M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.