Other · DOL Form 5500 · 2023
American Heart Association, Inc. Retirement Plan
Data updated 2026-08-11
- $361M
- Total assets
- 3,614
- Participants
- 97th
- Percentile by assets
- $99,958
- Avg per participant
Official DOL plan name: American Heart Association, Inc. 403(b) Pension Plan · Sponsored by American Heart Association, Inc. · Texas · Other Services
$361M in assets, 3,614 participants
American Heart Association, Inc.'s American Heart Association, Inc. 403(b) Pension Plan reported $361M in total assets and 3,614 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)
- #7,791 in Other Services (7,857 peers)
Coverage in Texas
American Heart Association, Inc. 403(b) Pension Plan covers 3,614 participants in Texas, 5.3x the typical Texas plan (state average ~688 per filing). Assets: $361M.
- $361M
- total plan assets (2023 EOY)
- 3,614
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $99,958
- avg assets per participant
Where American Heart Association, Inc. 403(b) Pension Plan sits by total assets
American Heart Association, Inc. 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$361,248,025 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Heart Association, Inc. 403(b) Pension Plan reported net income rose from -$62M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- American Heart Association, Inc. 403(b) Pension Plan end-of-year assets rose from $315M in the plan year 2022 filing to $361M in the plan year 2023 filing.
- American Heart Association, Inc. 403(b) Pension Plan reported participants rose from 3,413 in the plan year 2022 filing to 3,614 in the plan year 2023 filing.
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 3,614 participants - 5.3x that state average ($361M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $315M |
|---|---|
| Net Assets (End of Year) | $361M |
| Net Income | $46M |
| 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 $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
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.
- Providence College 403(b) Plan (RI) $360M · 984
- Carleton College Defined Contribution Plan (MN) $365M · 821
- Trinity College 403(b) Retirement Plan (CT) $357M · 709
- Heritage Valley Health System 403(b) Plan (PA) $357M · 2,647
Frequently Asked Questions
How did American Heart Association, Inc. 403(b) Pension Plan assets move in 2023? ▼
How have American Heart Association, Inc. plan assets changed over time? ▼
Where does American Heart Association, Inc. 403(b) Pension Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to American Heart Association, Inc. 403(b) Pension Plan? ▼
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