Profit Sharing · DOL Form 5500 · 2023

American Heart Association, Inc. Profit Sharing Plan

Data updated 2026-08-11

$457M
Total assets: 3,455
Participants: 97th
Percentile by assets: $132,242
Avg per participant

Official DOL plan name: American Heart Association, Inc. Qualified Retirement Plan · Sponsored by American Heart Association, Inc. · Texas · Other Services

$457M in assets, 3,455 participants

American Heart Association, Inc.'s American Heart Association, Inc. Qualified Retirement Plan reported $457M in total assets and 3,455 participants in its 2023 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 127,072 plans)
#7,805 in Other Services (7,857 peers)

Coverage in Texas

American Heart Association, Inc. Qualified Retirement Plan covers 3,455 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $457M.

$457M
total plan assets (2023 EOY): 3,455
covered participants: 97th
percentile by assets (of 127,072 plans): $132,242
avg assets per participant

American Heart Association, Inc. Qualified Retirement Plan reported net income rose from -$73M in the plan year 2022 filing to $73M in the plan year 2023 filing.
American Heart Association, Inc. Qualified Retirement Plan reported participants rose from 2,793 in the plan year 2022 filing to 3,455 in the plan year 2023 filing.
American Heart Association, Inc. Qualified Retirement Plan end-of-year assets rose from $383M in the plan year 2022 filing to $457M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Other Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. American Heart Association, Inc. Qualified Retirement Plan reports 3,455 participants - 5.0x that state average ($457M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$383M
Net Assets (End of Year)	$457M
Net Income	$73M
Employer EIN	135613797
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Heart Association, Inc.)

Total plan assets by year, all American Heart Association, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	3	6,206	$699M
2023	3	7,069	$819M
2024	3	7,647	$914M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

American Heart Association, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
Hp Inc. Deferred Profit-Sharing Plan $298M · 396

Compare American Heart Association, Inc. Qualifi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to American Heart Association, Inc. Qualified Retirement Plan by total assets, not by location.

Sheet Metal Workers Annuity Fund Local Union No. 19 (PA) $456M · 2,783
Presbyterian Healthcare Services 401(a) Plan (NM) $455M · 11,386
Hawaii Electricians Annuity Plan (HI) $450M · 2,215
Jefferson University Physicians Retirement Plan (PA) $463M · 3,089

Frequently Asked Questions

How did American Heart Association, Inc. Qualified Retirement Plan assets move in 2023? ▼

American Heart Association, Inc. Qualified Retirement Plan grew sharply - up 19.2% during 2023, from $383M to $457M. Reported net income was $73M.

How have American Heart Association, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American Heart Association, Inc.'s sponsor-wide assets grew 30.7%, from $699M to $914M.

Where does American Heart Association, Inc. Qualified Retirement Plan rank by assets among Form 5500 filers? ▼

American Heart Association, Inc. Qualified Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to American Heart Association, Inc. Qualified Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Annuity Fund Local Union No. 19 in PA ($456M, 2,783 participants).

Next read for American Heart Association, Inc. Qualifi…

Filing takeaways

Ways to act on American Heart Association, Inc. Qualified Retirement Plan's numbers.

By total assets, American Heart Association, Inc. Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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

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 135613797.