401(k) · DOL Form 5500 · 2023
Ageless Hearts, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $38,154
- Avg per participant Low balance/head
Official DOL plan name: Ageless Hearts, Inc. 401(k) Profit Sharing Plan · Sponsored by Ageless Hearts, Inc. · Texas · Healthcare & Social Assistance
$1M in assets, 36 participants
Ageless Hearts, Inc.'s Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,070 in Healthcare & Social Assistance (17,684 peers)
Ageless Hearts, Inc. multi-year trail
Ageless Hearts, Inc.'s plans moved +58.8% in assets from 2022 to 2024; this filing shows Ageless Hearts, Inc. 401(k) Profit Sharing Plan at $1M / 36 participants.
- #4,070
- in Healthcare & Social Assistance (17,684 peers)
- +33.7%
- assets growth YoY
Ageless Hearts, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Ageless Hearts, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,373,547 26th percentile higher than 26% 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
Ageless Hearts, Inc. 401(k) Profit Sharing 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. Ageless Hearts, Inc. 401(k) Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported net income rose from -$129K in the plan year 2022 filing to $346K in the plan year 2023 filing.
- Ageless Hearts, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2022 filing to 36 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 473763992 · Ageless Hearts, Inc. PY 2023 · 401(k)
Ageless Hearts, Inc. 401(k) Profit Sharing Plan · $1M · 36 · 26th
- EIN $1M
- RANK 36
- PHOTO 26th
- IND 401(k)
- EOY near Healthstar Physicians 401(k) & Profit Sharing Plan
- 5500 ind #4070
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 Texas →
Ageless Hearts, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Ageless Hearts, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ageless Hearts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 58.84093214514486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $1M |
| 2023 | 1 | 36 | $1M |
| 2024 | 1 | 49 | $2M |
Ageless Hearts, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $346K |
| Employer EIN | 473763992 |
| Plan Effective Date | 2015-04-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Ageless Hearts, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Healthstar Physicians 401(k) & Profit Sharing Plan in AR ($1M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
- Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
- S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
- Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.