401(k) · DOL Form 5500 · 2023
Great Hearts Academies 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 2,496
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $16,157
- Avg per participant Low balance/head
Official DOL plan name: Great Hearts Academies 401(k) Plan · Sponsored by Great Hearts Academies · Arizona · Educational Services
$40M in assets, 2,496 participants
Great Hearts Academies's Great Hearts Academies 401(k) Plan reported $40M in total assets and 2,496 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,605 in Educational Services (3,735 peers)
Coverage in Arizona
Great Hearts Academies 401(k) Plan covers 2,496 participants in Arizona, 4.4x the typical Arizona plan (state average ~564 per filing). Assets: $40M.
- #2,605
- in Educational Services (3,735 peers)
- +31.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Great Hearts Academies 401(k) Plan's outsized position by total assets
Great Hearts Academies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,328,598 Top 17% higher than 83% 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
Great Hearts Academies 401(k) 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. Great Hearts Academies 401(k) Plan lands in the large band (2,496 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Great Hearts Academies 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Great Hearts Academies 401(k) Plan reported participants rose from 1,567 in the plan year 2022 filing to 2,496 in the plan year 2023 filing.
- Great Hearts Academies 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 202036133 · Great Hearts Academies PY 2023 · 401(k)
Great Hearts Academies 401(k) Plan · $40M · 2,496 · 83rd
- TYPE $40M
- NET 2,496
- BOOK 83rd
- VS-ST 401(k)
- BOY near Carahsoft Technology Corp. 401(k) Savings Plan
- SCH ind #2605
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 Educational Services retirement plans → · Plans in Arizona →
Great Hearts Academies 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $10M |
| Employer EIN | 202036133 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Great Hearts Academies)
Sponsor-wide plan assets over time
All Great Hearts Academies plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 63.659468874756996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,567 | $31M |
| 2023 | 1 | 2,496 | $40M |
| 2024 | 1 | 3,271 | $50M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Great Hearts Academies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Carahsoft Technology Corp. 401(k) Savings Plan in VA ($40M); by covered participants it is The Dun & Bradstreet Corporation 401(k) Plan in FL (2,496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Carahsoft Technology Corp. 401(k) Savings Plan (VA) $40M · 1,600
- M/E Engineering, P. C. 401(k) Plan (NY) $40M · 175
- Plasser American Corporation 401(k) Savings Plan (VA) $40M · 337
- The J.G. Wentworth Company 401(k) Plan (PA) $40M · 480
Similar participant headcount
Nearest other-state filings by covered participants (2,496 participants); asset peers above are excluded.
- The Dun & Bradstreet Corporation 401(k) Plan (FL) 2,496 · 0 off
- Care Hospice, Inc. 401(k) Plan (VA) 2,494 · 2 off
- Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan (SC) 2,498 · 2 off
- Dunne Manning 401(k) Plan (PA) 2,498 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.