Other · DOL Form 5500 · 2023
Heartspring, Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 473
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $51,237
- Avg per participant Low balance/head
Official DOL plan name: Heartspring 403 (B) DC Plan · Sponsored by Heartspring, Inc. · Kansas · Educational Services
$24M in assets, 473 participants
Heartspring, Inc.'s Heartspring 403 (B) DC Plan reported $24M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,243 in Educational Services (3,735 peers)
Where Heartspring 403 (B) DC Plan sits by assets
Heartspring 403 (B) DC Plan sits in the top quartile of all filed plans by assets, $24M for 473 participants (~$51,237/participant), up 16.7% in 2023.
- #2,243
- in Educational Services (3,735 peers)
- +16.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Heartspring 403 (B) DC Plan's outsized position by total assets
Heartspring 403 (B) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,235,325 Top 24% higher than 76% 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
Heartspring 403 (B) DC Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartspring 403 (B) DC Plan sits mid-pack in the medium band (473 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heartspring 403 (B) DC Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Heartspring 403 (B) DC Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Heartspring 403 (B) DC Plan reported participants rose from 433 in the plan year 2022 filing to 473 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 480561969 · Heartspring, Inc. PY 2023 · Other
Heartspring 403 (B) DC Plan · $24M · 473 · 76th
- 5500 $24M
- 5500 473
- 5500 76th
- 5500 Other
- 5500 near Marin Community Clinics 403(b) Savings & Investment Plan
- 5500 ind #2243
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 Kansas →
Heartspring 403 (B) DC Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 480561969 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartspring, Inc.)
Sponsor-wide plan assets over time
All Heartspring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.380759741434886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $21M |
| 2023 | 1 | 473 | $24M |
| 2024 | 1 | 410 | $27M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Stormont-Vail Healthcare Employee 403(b) Plan $553M · 5,717
- Olathe Health System, Inc. Tsa Retirement Plan $195M · 2,326
- Hays Medical Center Employee's Tax Deferred Annuity Plan $104M · 1,503
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $42M · 225
- Ottawa University DC Plan $39M · 496
Heartspring 403 (B) DC Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is Marin Community Clinics 403(b) Savings & Investment Plan in CA ($24M); by covered participants it is Healthlinc, Inc. 403(b) Plan in IN (473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (473 participants); asset peers above are excluded.
- Healthlinc, Inc. 403(b) Plan (IN) 473 · 0 off
- Upper Iowa University 403(b) Retirement Plan (IA) 473 · 0 off
- Ascend Learning, Inc. 403(b) Plan (NY) 472 · 1 off
- Capital University 403(b) Retirement Plan (OH) 474 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.