Defined Benefit (Pension) · DOL Form 5500 · 2023

American Heart Association Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 24th
Percentile by assets National rank

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Official DOL plan name: American Heart Association Plan Svc 07/01/1976 · Sponsored by American Heart Association · Texas · Other Services

$1M in assets, N/A participants

American Heart Association's American Heart Association Plan Svc 07/01/1976 reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#3,801 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, American Heart Association Plan Svc 07/01/1976 ranks #3,801 of 7,857 2023 filers by assets (1960% of the sector average)-$1M for N/A participants.

#3,801
in Other Services (7,857 peers): +5.0%
assets growth YoY

American Heart Association Plan Svc 07/01/1976 among the smaller filed plans by assets

American Heart Association Plan Svc 07/01/1976 vs every filed plan by assets

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

$1,023,986 24th percentile higher than 24% 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.

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%)

American Heart Association Plan Svc 07/01/1976 reported net income rose from $44K in the plan year 2022 filing to $49K in the plan year 2023 filing.
American Heart Association Plan Svc 07/01/1976 end-of-year assets rose from $975K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135613797 · American Heart Association PY 2023 · Defined Benefit (Pension)

American Heart Association Plan Svc 07/01/1976 · $1M · N/A · 24th

EBSA $1M
EBSA N/A
EBSA 24th
EBSA Defined Benefit (Pension)
EBSA near Local 447 Pension Fund
EBSA ind #3801

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among American Heart Association Plan Svc 07/01/1976 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$975K
Net Assets (End of Year)	$1M
Net Income	$49K
Employer EIN	135613797
Plan Effective Date	1949-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Heart Association)

Latest sponsor-wide plan assets: $914M 30.703763716121706% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	6,206	$699M
2023	3	7,069	$819M
2024	3	7,647	$914M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Heart Association Plan Svc 07/01/1976 vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare American Heart Association Plan Svc 07/01/1976 side-by-side with 3 peers →

American Heart Association Plan Svc 07/01/1976's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Local 447 Pension Fund in NY at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Local 447 Pension Fund (NY) $1M · N/A
Veronica M. Wholesale, Inc. Defined Benefit Pension Plan (CA) $1M · 7
Home Care Pharmacy Cash Balance Pension Plan (CA) $1M · 3
Doctors on Liens Inc Defined Benefit Pension Plan (CA) $1M · 18

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 American Heart Association Plan Svc 07/01/1976 assets move in 2023? ▼

American Heart Association Plan Svc 07/01/1976 edged up modestly - up 5.0% during 2023, from $975K to $1M. Reported net income was $49K.

How have American Heart Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American Heart Association's sponsor-wide assets grew 30.7%, from $699M to $914M.

Where does American Heart Association Plan Svc 07/01/1976 rank by assets among Form 5500 filers? ▼

American Heart Association Plan Svc 07/01/1976 ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to American Heart Association Plan Svc 07/01/1976? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 447 Pension Fund in NY ($1M, N/A participants).

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 135613797.