401(k) · DOL Form 5500 · 2023

Heartflow, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
509
Participants Below avg headcount
79th
Percentile by assets National rank
$57,633
Avg per participant Low balance/head
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Official DOL plan name: Heartflow, Inc. 401(k) Plan · Sponsored by Heartflow, Inc. · California · Healthcare & Social Assistance

$29M in assets, 509 participants

Heartflow, Inc.'s Heartflow, Inc. 401(k) Plan reported $29M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,522 in Healthcare & Social Assistance (17,684 peers)

Where Heartflow, Inc. 401(k) Plan sits by assets

Heartflow, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 509 participants (~$57,633/participant), up 23.3% in 2023.

#14,522
in Healthcare & Social Assistance (17,684 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heartflow, Inc. 401(k) Plan's outsized position by total assets

Heartflow, Inc. 401(k) Plan vs every filed plan by assets

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

$29,334,968 Top 21% higher than 79% 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

Heartflow, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartflow, Inc. 401(k) Plan sits mid-pack in the medium band (509 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartflow, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Heartflow, Inc. 401(k) Plan reported participants rose from 375 in the plan year 2022 filing to 509 in the plan year 2023 filing.
  • Heartflow, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260506743 · Heartflow, Inc. PY 2023 · 401(k)

Heartflow, Inc. 401(k) Plan · $29M · 509 · 79th

  • BOY $29M
  • BOY 509
  • BOY 79th
  • BOY 401(k)
  • BOY near Momar Incorporated Retirement Plan and Trust
  • BOY ind #14522

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 California →

Heartflow, Inc. 401(k) Plan in the asset neighbourhood

Industrial Builders, Inc. Retirement PlanIndustrial Builders, Inc. Re…$29MHeartflow, Inc. 401(k) Plan$29MMomar Incorporated Retirement Plan and TrustMomar Incorporated Retiremen…$29MOllie's Bargain Outlet, Inc. 401(k) Retirement PlanOllie's Bargain Outlet, Inc.…$29MTorti Gallas and Partners, Inc. 401(k) Profit Sharing PlanTorti Gallas and Partners, I…$29M
End-of-year total assets ($M) among Heartflow, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN260506743
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartflow, Inc.)

Sponsor-wide plan assets over time

All Heartflow, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 70.22267694528027% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.8M $40.5M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 375 $24M
2023 1 509 $29M
2024 1 526 $40M

Nearby 401(k) Plans in California

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

Heartflow, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Heartflow, Inc. 401(k) Plan, Total assets ($B): 0.029334968 · Participants: 509Heartflow, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Heartflow, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Heartflow, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Momar Incorporated Retirement Plan and Trust in GA ($29M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Heartflow, Inc. 401(k) Plan assets move in 2023? ▼
Heartflow, Inc. 401(k) Plan grew sharply - up 23.3% during 2023, from $24M to $29M. Reported net income was $6M.
How have Heartflow, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartflow, Inc.'s sponsor-wide assets grew 70.2%, from $24M to $40M.
Where does Heartflow, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heartflow, Inc. 401(k) Plan ranks in the 79th 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 Heartflow, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Momar Incorporated Retirement Plan and Trust in GA ($29M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Heartflow, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strongmind, Inc. 401(k) Plan in AZ (509 participants, $15M 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 260506743.

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.