Other · DOL Form 5500 · 2022
American Heart Association, Inc. Retirement Plan
Data updated 2026-08-11
- $315M
- Total assets
- 3,413
- Participants
- 97th
- Percentile by assets
- $92,240
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $315M
- total plan assets (2022 EOY)
- 3,413
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $92,240
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. American Heart Association, Inc. 403(b) Pension Plan reports 3,413 participants - 5.0x that state average ($315M EOY assets).
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.)
| 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.
American Heart Association, Inc. 403(b) Pension Plan vs. nearby Other plans in Texas, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to American Heart Association, Inc. 403(b) Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did American Heart Association, Inc. 403(b) Pension Plan assets move in 2022? ▼
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Next read for American Heart Association, Inc. 403(b) …
Filing takeaways
Ways to act on American Heart Association, Inc. 403(b) Pension Plan's numbers.
- By total assets, American Heart Association, Inc. 403(b) Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- American Heart Association, Inc.'s sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Other Services plans