401(k) · DOL Form 5500 · 2023
Heart of America Management, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,004
- Participants Near avg headcount
- 68th
- Percentile by assets National rank
- $15,570
- Avg per participant Low balance/head
Official DOL plan name: Heart of America 401(k) Plan · Sponsored by Heart of America Management, LLC · Illinois · Food Services & Accommodation
$16M in assets, 1,004 participants
Heart of America Management, LLC's Heart of America 401(k) Plan reported $16M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #3,467 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Heart of America 401(k) Plan ranks #3,467 of 3,828 2023 filers by assets (125% of the sector average)-$16M for 1,004 participants.
- #3,467
- in Food Services & Accommodation (3,828 peers)
- +10.8%
- assets growth YoY
Heart of America 401(k) Plan's outsized position by total assets
Heart of America 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,631,825 Top 32% higher than 68% 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 of America 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of America 401(k) Plan lands in the large band (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heart of America 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heart of America 401(k) Plan reported participants rose from 810 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.
- Heart of America 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 320052825 · Heart of America Management, LLC PY 2023 · 401(k)
Heart of America 401(k) Plan · $16M · 1,004 · 68th
- EOY $16M
- EOY 1,004
- EOY 68th
- EOY 401(k)
- EOY near Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan
- EOY ind #3467
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Heart of America 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 320052825 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of America Management, LLC)
Sponsor-wide plan assets over time
All Heart of America Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 14.39250586661742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 810 | $14M |
| 2023 | 1 | 1,004 | $16M |
| 2024 | 1 | 1,167 | $16M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Heart of America 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Orthopaedics East & Sports Medicine Center, Inc. Profit Sharing Plan in NC ($16M); by covered participants it is Metropolis Employee Services, LLC 401(k) Plan in TN (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- Metropolis Employee Services, LLC 401(k) Plan (TN) 1,004 · 0 off
- Cass Information Systems, Inc. 401(k) Plan (MO) 1,004 · 0 off
- Delta Pooled Employer Plan (LA) 1,004 · 0 off
- Northwest Center 401(k) Plan (WA) 1,004 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.