401(k) · DOL Form 5500 · 2023
Heartsafe America, Inc. 401(k) Plan
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 10th
- Percentile by assets National rank
Official DOL plan name: Heartsafe America, Inc. 401(k) Plan · Sponsored by Heartsafe America, Inc. · Texas · Wholesale Trade
$171K in assets, N/A participants
Heartsafe America, Inc.'s Heartsafe America, Inc. 401(k) Plan reported $171K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #267 in Wholesale Trade (6,309 peers)
Heartsafe America, Inc. multi-year trail
Heartsafe America, Inc.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Heartsafe America, Inc. 401(k) Plan at $171K / N/A participants.
- #267
- in Wholesale Trade (6,309 peers)
- +19.1%
- assets growth YoY
Heartsafe America, Inc. 401(k) Plan among the smaller filed plans by assets
Heartsafe America, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,925 10th percentile higher than 10% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartsafe America, Inc. 401(k) Plan reported net income rose from -$40K in the plan year 2022 filing to $27K in the plan year 2023 filing.
- Heartsafe America, Inc. 401(k) Plan reported participants fell from 7 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Heartsafe America, Inc. 401(k) Plan end-of-year assets rose from $143K in the plan year 2022 filing to $171K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 200922096 · Heartsafe America, Inc. PY 2023 · 401(k)
Heartsafe America, Inc. 401(k) Plan · $171K · N/A · 10th
- BOY $171K
- BOY N/A
- BOY 10th
- BOY 401(k)
- BOY near E.M.a.C. Capital Corporation 401(k) Plan
- BOY ind #267
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 Wholesale Trade retirement plans → · Plans in Texas →
Heartsafe America, Inc. 401(k) Plan in the asset neighbourhood
Heartsafe America, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Heartsafe America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $171K 19.11481853152701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $143K |
| 2023 | 1 | N/A | $171K |
| 2024 | 1 | N/A | $171K |
Heartsafe America, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $143K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | $27K |
| Employer EIN | 200922096 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Heartsafe America, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is E.M.a.C. Capital Corporation 401(k) Plan in NY at $171K (this filing: $171K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.