401(k) · DOL Form 5500 · 2023

Heart Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$184,630
Avg per participant Above avg balance/head
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Official DOL plan name: Heart Enterprises Inc. 401(k) Plan · Sponsored by Heart Enterprises, Inc. · Colorado · Real Estate

$2M in assets, 9 participants

Heart Enterprises, Inc.'s Heart Enterprises Inc. 401(k) Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,253 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Heart Enterprises Inc. 401(k) Plan ranks #2,253 of 4,727 2023 filers by assets (1563% of the sector average)-$2M for 9 participants.

#2,253
in Real Estate (4,727 peers)
+11.2%
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

$1,661,674 28th percentile higher than 28% 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 $167K 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 $2M 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 →

Plan-year Form 5500 strip

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

Heart Enterprises Inc. 401(k) Plan · $2M · 9 · 28th

  • EOY $2M
  • 5500 9
  • ASSETS 28th
  • PCT 401(k)
  • EIN near Agora Realty and Management, Inc. 401(k) Plan
  • RANK ind #2253

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…$2MAgora Realty and Management, Inc. 401(k) PlanAgora Realty and Management,…$2M403(b) Thrift Plan for Employees of East Missouri Action Agency, Inc.403(b) Thrift Plan for Emplo…$2MThe Signs and Services Retirement Savings PlanThe Signs and Services Retir…$2MKenneth a. Bailey, Jr. 401(k) Profit Sharing PlanKenneth a. Bailey, Jr. 401(k…$2M
End-of-year total assets ($M) among Heart Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$167K
Employer EIN461037280
Plan Effective Date2012-09-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart Enterprises, Inc.)

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

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): 0.001661674 · 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 Agora Realty and Management, Inc. 401(k) Plan in CA ($2M); 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 grew at a solid clip - up 11.2% during 2023, from $1M to $2M. Reported net income was $167K.
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.
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 Agora Realty and Management, Inc. 401(k) Plan in CA ($2M, 23 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.