Other · DOL Form 5500 · 2022
American Heart Association, Inc. Retirement Plan
Data updated 2026-08-25
- $315M
- Total assets Above avg plan size
- 3,413
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $92,240
- Avg per participant Below avg balance/head
Official DOL plan name: American Heart Association, Inc. 403(b) Pension Plan · Sponsored by American Heart Association, Inc. · Texas · Other Services
$315M in assets, 3,413 participants
American Heart Association, Inc.'s American Heart Association, Inc. 403(b) Pension Plan reported $315M in total assets and 3,413 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,332 in Other Services (8,398 peers)
Coverage in Texas
American Heart Association, Inc. 403(b) Pension Plan covers 3,413 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $315M.
- #8,332
- in Other Services (8,398 peers)
- -16.4%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Heart Association, Inc. 403(b) Pension Plan's outsized position by total assets
American Heart Association, Inc. 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$314,815,770 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Heart Association, Inc. 403(b) Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Heart Association, Inc. 403(b) Pension Plan lands in the large band (3,413 participants).
Published 5500 schedule card
Filing strip 135613797 · American Heart Association, Inc. PY 2022 · Other
American Heart Association, Inc. 403(b) Pension Plan · $315M · 3,413 · 97th
- TYPE $315M
- TYPE 3,413
- TYPE 97th
- TYPE Other
- TYPE near Grinnell College Employees Retirement Savings Plan
- TYPE ind #8332
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 Other Services retirement plans → · Plans in Texas →
American Heart Association, Inc. 403(b) Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $376M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | -$62M |
| Employer EIN | 135613797 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Heart Association, Inc.)
Sponsor-wide plan assets over time
All American Heart Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $914M 30.703763716121706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,206 | $699M |
| 2023 | 3 | 7,069 | $819M |
| 2024 | 3 | 7,647 | $914M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
American Heart Association, Inc. 403(b) Pension Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Grinnell College Employees Retirement Savings Plan in IA ($315M); by covered participants it is Reid Hospital & Health Care Services 403(b) Defined Contribution Plan in IN (3,405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($315M here).
- Grinnell College Employees Retirement Savings Plan (IA) $315M · 758
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) $314M · 13,317
- Riverside Health System 403(b) Retirement Plan (VA) $314M · 8,852
- Franklin and Marshall College Retirement Plan (PA) $313M · 774
Similar participant headcount
Nearest other-state filings by covered participants (3,413 participants); asset peers above are excluded.
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) 3,405 · 8 off
- Sinai Health System Consolidated 403(b) Plan (IL) 3,422 · 9 off
- Electrical Workers Local 369 Retirement Fund (KY) 3,424 · 11 off
- St. Mary's Medical Center 403(b) Plan (WV) 3,427 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.