Other · DOL Form 5500 · 2023
American Heart Association, Inc. Retirement Plan
Data updated 2026-08-25
- $361M
- Total assets Above avg plan size
- 3,614
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $99,958
- Avg per participant Below avg balance/head
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.
- #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.
- #7,791
- in Other Services (7,857 peers)
- +14.7%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
American Heart Association, Inc. 403(b) Pension Plan's outsized position 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
American Heart Association, Inc. 403(b) Pension 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. 403(b) Pension Plan lands in the large band (3,614 participants).
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.
Plan-year Form 5500 strip
Filing strip 135613797 · American Heart Association, Inc. PY 2023 · Other
American Heart Association, Inc. 403(b) Pension Plan · $361M · 3,614 · 97th
- PHOTO $361M
- IND 3,614
- EOY 97th
- 5500 Other
- ASSETS near Providence College 403(b) Plan
- PCT ind #7791
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. 403(b) Pension Plan in the asset neighbourhood
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.)
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 Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
American Heart Association, Inc. 403(b) Pension Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Providence College 403(b) Plan in RI ($360M); by covered participants it is Retirement Plan of Creighton University in NE (3,596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($361M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,614 participants); asset peers above are excluded.
- Retirement Plan of Creighton University (NE) 3,596 · 18 off
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) 3,591 · 23 off
- Cassia 403(b) Retirement Plan (MN) 3,638 · 24 off
- St. Mary's Medical Center 403(b) Plan (WV) 3,579 · 35 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.