401(k) · DOL Form 5500 · 2023

Close to My Heart, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 96
Participants Small participant base: 42nd
Percentile by assets National rank: $46,409
Avg per participant Low balance/head

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Official DOL plan name: Close to My Heart 401(k) Plan · Sponsored by Close to My Heart, Inc. · Utah · Retail Trade

$4M in assets, 96 participants

Close to My Heart, Inc.'s Close to My Heart 401(k) Plan reported $4M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#4,442 in Retail Trade (8,414 peers)

Close to My Heart, Inc. multi-year trail

Close to My Heart, Inc.'s plans moved -31.5% in assets from 2022 to 2024; this filing shows Close to My Heart 401(k) Plan at $4M / 96 participants.

#4,442
in Retail Trade (8,414 peers): +17.2%
assets growth YoY

Close to My Heart 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Close to My Heart 401(k) Plan vs every filed plan by assets

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

$4,455,285 42nd percentile higher than 42% 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

Close to My Heart 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Close to My Heart 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Close to My Heart 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $653K in the plan year 2023 filing.
Close to My Heart 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 880272691 · Close to My Heart, Inc. PY 2023 · 401(k)

Close to My Heart 401(k) Plan · $4M · 96 · 42nd

RANK $4M
RANK 96
RANK 42nd
RANK 401(k)
RANK near Mastro Electric Supply Company, Inc.401(k) Profit Sharing Plan
RANK ind #4442

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 Retail Trade retirement plans → · Plans in Utah →

End-of-year total assets ($M) among Close to My Heart 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Close to My Heart, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 31.457969742969883% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$4M
2023	1	96	$4M
2024	1	76	$3M

Close to My Heart, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$653K
Employer EIN	880272691
Plan Effective Date	2007-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

Close to My Heart 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Close to My Heart 401(k) Plan side-by-side with 3 peers →

Close to My Heart 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mastro Electric Supply Company, Inc.401(k) Profit Sharing Plan in RI ($4M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Mastro Electric Supply Company, Inc.401(k) Profit Sharing Plan (RI) $4M · 21
Family Dealership Group Employee Savings Plan (TX) $4M · 192
R&m Freight, Inc. 401(k) Plan (IL) $4M · 401
The Marketing Practice 401(k) Plan (CO) $4M · 157

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

Knowledge Link Inc. 401(k) Plan (VA) 96 · 0 off
Fce Benefit Administrators, Inc. 401(k) Plan (CA) 96 · 0 off
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 96 · 0 off
Brooklyn Laboratory Charter Schools 403(b) Plan (NY) 96 · 0 off

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 Close to My Heart 401(k) Plan assets move in 2023? ▼

Close to My Heart 401(k) Plan grew sharply - up 17.2% during 2023, from $4M to $4M. Reported net income was $653K.

How have Close to My Heart, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Close to My Heart, Inc.'s sponsor-wide assets declined 31.5%, from $4M to $3M.

Which 401(k) plans are similar in size to Close to My Heart 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mastro Electric Supply Company, Inc.401(k) Profit Sharing Plan in RI ($4M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Close to My Heart 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 880272691.