401(k) · DOL Form 5500 · 2023

Hearts for Hearing Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 121
Participants Small participant base: 41st
Percentile by assets National rank: $34,660
Avg per participant Low balance/head

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Official DOL plan name: Hearts for Hearing Foundation 401(k) · Sponsored by Hearts for Hearing Foundation · Oklahoma · Healthcare & Social Assistance

$4M in assets, 121 participants

Hearts for Hearing Foundation's Hearts for Hearing Foundation 401(k) reported $4M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#7,795 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Hearts for Hearing Foundation 401(k) covers 121 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $4M.

#7,795
in Healthcare & Social Assistance (17,684 peers): -0.1%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hearts for Hearing Foundation 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Hearts for Hearing Foundation 401(k) vs every filed plan by assets

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

$4,193,871 41st percentile higher than 41% 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

Hearts for Hearing Foundation 401(k) 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. Hearts for Hearing Foundation 401(k) sits mid-pack in the medium band (121 participants).

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%)

Hearts for Hearing Foundation 401(k) reported net income fell from $693K in the plan year 2022 filing to -$4K in the plan year 2023 filing.
Hearts for Hearing Foundation 401(k) reported participants rose from 118 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 412043960 · Hearts for Hearing Foundation PY 2023 · 401(k)

Hearts for Hearing Foundation 401(k) · $4M · 121 · 41st

VS-ST $4M
VS-ST 121
VS-ST 41st
VS-ST 401(k)
VS-ST near Nbs 401(k) Plan
VS-ST ind #7795

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 Oklahoma →

End-of-year total assets ($M) among Hearts for Hearing Foundation 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	-$4K
Employer EIN	412043960
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hearts for Hearing Foundation)

Latest sponsor-wide plan assets: $5M 22.99823875170306% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	118	$4M
2023	1	121	$4M
2024	1	155	$5M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hearts for Hearing Foundation 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Hearts for Hearing Foundation 401(k) side-by-side with 3 peers →

Hearts for Hearing Foundation 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Nbs 401(k) Plan in TX ($4M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Nbs 401(k) Plan (TX) $4M · 164
Western Pulp Products Company Profit Sharing and 401(k) Trust (Restated) (OR) $4M · 74
Bentwater on the North Shore 401(k) Plan (TX) $4M · 109
W.F. Queen Dds Profit Sharing Plan (WV) $4M · 9

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

Redwood School & Rehabilitation Center, Inc. 401(k) Plan (OH) 121 · 0 off
The Jane Pauley Community Health (IN) 121 · 0 off
Meathead Movers, Inc. 401(k) Profit Sharing Plan (CA) 121 · 0 off
Millennium Concepts 401(k) and Profit Sharing Plan (KS) 121 · 0 off

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 Hearts for Hearing Foundation 401(k) assets move in 2023? ▼

Hearts for Hearing Foundation 401(k) held essentially flat - down 0.1% during 2023, from $4M to $4M. Reported net income was -$4K.

How have Hearts for Hearing Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hearts for Hearing Foundation's sponsor-wide assets grew 23.0%, from $4M to $5M.

Which 401(k) plans are similar in size to Hearts for Hearing Foundation 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Nbs 401(k) Plan in TX ($4M, 164 participants).

Which 401(k) plans cover a similar participant headcount to Hearts for Hearing Foundation 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).

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 412043960.