Profit Sharing · DOL Form 5500 · 2023
American Heart Association, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $457M
- Total assets Above avg plan size
- 3,455
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $132,242
- Avg per participant Near avg balance/head
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.
- #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.
- #7,805
- in Other Services (7,857 peers)
- +19.2%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
American Heart Association, Inc. Qualified Retirement Plan's outsized position by total assets
American Heart Association, Inc. Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$456,894,615 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Heart Association, Inc. Qualified Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Heart Association, Inc. Qualified Retirement Plan lands in the large band (3,455 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
DOL schedule card
Filing strip 135613797 · American Heart Association, Inc. PY 2023 · Profit Sharing
American Heart Association, Inc. Qualified Retirement Plan · $457M · 3,455 · 97th
- BOOK $457M
- VS-ST 3,455
- BOY 97th
- SCH Profit Sharing
- EBSA near Sheet Metal Workers Annuity Fund Local Union No. 19
- PART ind #7805
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. Qualified Retirement Plan in the asset neighbourhood
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.)
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 Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
American Heart Association, Inc. Qualified Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Sheet Metal Workers Annuity Fund Local Union No. 19 in PA ($456M); by covered participants it is Ultimate Care, Inc. Retirement Plan and Trust in NY (3,476 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($457M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,455 participants); asset peers above are excluded.
- Ultimate Care, Inc. Retirement Plan and Trust (NY) 3,476 · 21 off
- Local No. 1 Suburban 401(k) Savings Plan (IL) 3,505 · 50 off
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO (NY) 3,402 · 53 off
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) 3,548 · 93 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.