401(k) · DOL Form 5500 · 2023

Heart of Cardon LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
2,910
Participants Above avg headcount
81st
Percentile by assets National rank
$11,524
Avg per participant Low balance/head
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Official DOL plan name: Heart of Cardon LLC 401(k) Retirement Plan · Sponsored by Heart of Cardon LLC · Indiana · Healthcare & Social Assistance

$34M in assets, 2,910 participants

Heart of Cardon LLC's Heart of Cardon LLC 401(k) Retirement Plan reported $34M in total assets and 2,910 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,787 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Heart of Cardon LLC 401(k) Retirement Plan covers 2,910 participants in Indiana, 5.4x the typical Indiana plan (state average ~541 per filing). Assets: $34M.

#14,787
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heart of Cardon LLC 401(k) Retirement Plan's outsized position by total assets

Heart of Cardon LLC 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,536,114 Top 19% higher than 81% of 127,068 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 2023

Heart of Cardon LLC 401(k) Retirement 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 Cardon LLC 401(k) Retirement Plan lands in the large band (2,910 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heart of Cardon LLC 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Heart of Cardon LLC 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Heart of Cardon LLC 401(k) Retirement Plan reported participants fell from 2,942 in the plan year 2022 filing to 2,910 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261192696 · Heart of Cardon LLC PY 2023 · 401(k)

Heart of Cardon LLC 401(k) Retirement Plan · $34M · 2,910 · 81st

  • SCH $34M
  • SCH 2,910
  • SCH 81st
  • SCH 401(k)
  • SCH near W D Partners Profit Sharing Plan
  • SCH ind #14787

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 Indiana →

Heart of Cardon LLC 401(k) Retirement Plan in the asset neighbourhood

Heart of Cardon LLC 401(k) Retirement PlanHeart of Cardon LLC 401(k) R…$34MW D Partners Profit Sharing PlanW D Partners Profit Sharing …$34MVallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$34MThe Daylight Transport 401(k) Savings PlanThe Daylight Transport 401(k…$34MCollins Electrical Company, Inc. 401(k) Profit Sharing PlanCollins Electrical Company, …$34M
End-of-year total assets ($M) among Heart of Cardon LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN261192696
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Cardon LLC)

Sponsor-wide plan assets over time

All Heart of Cardon LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.09629413667043% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $36.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 2,942 $28M
2023 1 2,910 $34M
2024 1 2,955 $37M

Nearby 401(k) Plans in Indiana

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

Heart of Cardon LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Heart of Cardon LLC 401(k) Retirement Plan, Total assets ($B): 0.033536114 · Participants: 2910Heart of Cardon LLC 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heart of Cardon LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heart of Cardon LLC 401(k) Retirement Plan side-by-side with 3 peers →

Heart of Cardon LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is W D Partners Profit Sharing Plan in OH ($34M); by covered participants it is Datadog 401(k) Plan in NY (2,910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,910 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heart of Cardon LLC 401(k) Retirement Plan assets move in 2023? ▼
Heart of Cardon LLC 401(k) Retirement Plan grew sharply - up 18.7% during 2023, from $28M to $34M. Reported net income was $5M.
How have Heart of Cardon LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Cardon LLC's sponsor-wide assets grew 30.1%, from $28M to $37M.
Where does Heart of Cardon LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heart of Cardon LLC 401(k) Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heart of Cardon LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is W D Partners Profit Sharing Plan in OH ($34M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Heart of Cardon LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Datadog 401(k) Plan in NY (2,910 participants, $184M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261192696.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.