Other · DOL Form 5500 · 2023
Heart City Health Center Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $34,069
- Avg per participant Low balance/head
Official DOL plan name: Heart City Retirement Plan · Sponsored by Heart City Health Center Inc. · Indiana · Healthcare & Social Assistance
$3M in assets, 100 participants
Heart City Health Center Inc.'s Heart City Retirement Plan reported $3M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #6,967 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Heart City Retirement Plan covers 100 participants in Indiana, about 18% of the average Indiana filer (state average ~541 per filing). Assets: $3M.
- #6,967
- in Healthcare & Social Assistance (17,684 peers)
- +27.1%
- assets growth YoY
Heart City Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heart City Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,406,853 38th percentile higher than 38% 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
Heart City Retirement 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. Heart City Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heart City Retirement Plan reported net income rose from -$194K in the plan year 2022 filing to $755K in the plan year 2023 filing.
- Heart City Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Heart City Retirement Plan reported participants fell from 132 in the plan year 2022 filing to 100 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351875364 · Heart City Health Center Inc. PY 2023 · Other
Heart City Retirement Plan · $3M · 100 · 38th
- EOY $3M
- EOY 100
- EOY 38th
- EOY Other
- EOY near Seattle Waldorf School 403(b) Tda Plan
- EOY ind #6967
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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Heart City Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $755K |
| Employer EIN | 351875364 |
| Plan Effective Date | 1997-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart City Health Center Inc.)
Sponsor-wide plan assets over time
All Heart City Health Center Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.93403299804676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $3M |
| 2023 | 1 | 100 | $3M |
| 2024 | 1 | 165 | $3M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Heart City Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M); by covered participants it is Camino Health Center Retirement Plan in CA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.