401(k) · DOL Form 5500 · 2023

Heart Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$543K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$60,370
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heart Enterprises Inc. 401(k) Plan · Sponsored by Heart Enterprises, Inc. · Colorado · Real Estate

$543K in assets, 9 participants

Heart Enterprises, Inc.'s Heart Enterprises Inc. 401(k) Plan reported $543K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,511 in Real Estate (4,727 peers)

Heart Enterprises, Inc. multi-year trail

Heart Enterprises, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Heart Enterprises Inc. 401(k) Plan at $543K / 9 participants.

#1,511
in Real Estate (4,727 peers)
+31.5%
assets growth YoY

Heart Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Heart Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$543,332 19th percentile higher than 19% 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 Enterprises Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart Enterprises Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heart Enterprises Inc. 401(k) Plan reported net income rose from -$43K in the plan year 2022 filing to $130K in the plan year 2023 filing.
  • Heart Enterprises Inc. 401(k) Plan end-of-year assets rose from $413K in the plan year 2022 filing to $543K in the plan year 2023 filing.
  • Heart Enterprises Inc. 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461037280 · Heart Enterprises, Inc. PY 2023 · 401(k)

Heart Enterprises Inc. 401(k) Plan · $543K · 9 · 19th

  • EBSA $543K
  • PART 9
  • TYPE 19th
  • NET 401(k)
  • BOOK near Stanley Meyer Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #1511

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 Real Estate retirement plans → · Plans in Colorado →

Heart Enterprises Inc. 401(k) Plan in the asset neighbourhood

Heart Enterprises Inc. 401(k) PlanHeart Enterprises Inc. 401(k…$543KStanley Meyer Group, Inc. 401(k) Profit Sharing PlanStanley Meyer Group, Inc. 40…$543KVan Buren LLC Retirement Plan$543KPower Product Services Inc 401(k) Profit Sharing Plan & TrustPower Product Services Inc 4…$544KLollypop Investments Inc. 401(k) PlanLollypop Investments Inc. 40…$543K
End-of-year total assets ($M) among Heart Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heart Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heart Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.21001369750274% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.91M $2.75M ▲ +44.0%
Year Plans Participants Total Assets
2022 2 16 $2M
2023 4 31 $3M
2024 1 9 $3M

Heart Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$413K
Net Assets (End of Year)$543K
Net Income$130K
Employer EIN461037280
Plan Effective Date2012-09-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Heart Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Heart Enterprises Inc. 401(k) Plan, Total assets ($B): 0.000543332 · Participants: 9Heart Enterprises Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Heart Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Heart Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Heart Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Stanley Meyer Group, Inc. 401(k) Profit Sharing Plan in IN ($543K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Enterprises Inc. 401(k) Plan assets move in 2023? ▼
Heart Enterprises Inc. 401(k) Plan surged - up 31.5% during 2023, from $413K to $543K. Reported net income was $130K.
How have Heart Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart Enterprises, Inc.'s sponsor-wide assets grew 44.2%, from $2M to $3M.
Where does Heart Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heart Enterprises Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heart Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stanley Meyer Group, Inc. 401(k) Profit Sharing Plan in IN ($543K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Heart Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 461037280.

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.