401(k) · DOL Form 5500 · 2024

Ageless Hearts, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
27th
Percentile by assets National rank
$33,299
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ageless Hearts, Inc. 401(k) Profit Sharing Plan · Sponsored by Ageless Hearts, Inc. · Texas · Healthcare & Social Assistance

$2M in assets, 49 participants

Ageless Hearts, Inc.'s Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,153 in Healthcare & Social Assistance (16,916 peers)

Ageless Hearts, Inc. multi-year trail

Ageless Hearts, Inc.'s plans moved +58.8% in assets from 2022 to 2024; this filing shows Ageless Hearts, Inc. 401(k) Profit Sharing Plan at $2M / 49 participants.

#4,153
in Healthcare & Social Assistance (16,916 peers)
+18.8%
assets growth YoY

Ageless Hearts, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ageless Hearts, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,631,649 27th percentile higher than 27% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ageless Hearts, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ageless Hearts, Inc. 401(k) Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 49 in the plan year 2024 filing.
  • Ageless Hearts, Inc. 401(k) Profit Sharing Plan reported net income fell from $346K in the plan year 2023 filing to $258K in the plan year 2024 filing.
  • Ageless Hearts, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473763992 · Ageless Hearts, Inc. PY 2024 · 401(k)

Ageless Hearts, Inc. 401(k) Profit Sharing Plan · $2M · 49 · 27th

  • ASSETS $2M
  • ASSETS 49
  • ASSETS 27th
  • ASSETS 401(k)
  • ASSETS near Troika Design Group, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4153

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 Texas →

Ageless Hearts, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ageless Hearts, Inc. 401(k) Profit Sharing PlanAgeless Hearts, Inc. 401(k) …$2MTroika Design Group, Inc. 401(k) Profit Sharing PlanTroika Design Group, Inc. 40…$2MMee Hawkins Greenhaw & Cotner, Pllp 401(k) Profit Sharing PlanMee Hawkins Greenhaw & Cotne…$2MJohn W. Connelly, D.D.S., S.C. Profit Sharing 401(k) PlanJohn W. Connelly, D.D.S., S.…$2MKeystone Clippers, LLC 401(k) PlanKeystone Clippers, LLC 401(k…$2M
End-of-year total assets ($M) among Ageless Hearts, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ageless Hearts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ageless Hearts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.84093214514486% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.03M $1.63M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 32 $1M
2023 1 36 $1M
2024 1 49 $2M

Ageless Hearts, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$258K
Employer EIN473763992
Plan Effective Date2015-04-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ageless Hearts, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ageless Hearts, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001631649 · Participants: 49Ageless Hearts, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ageless Hearts, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ageless Hearts, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ageless Hearts, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Troika Design Group, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ageless Hearts, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Ageless Hearts, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.8% during 2024, from $1M to $2M. Reported net income was $258K.
How have Ageless Hearts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ageless Hearts, Inc.'s sponsor-wide assets grew 58.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Ageless Hearts, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Troika Design Group, Inc. 401(k) Profit Sharing Plan in CA ($2M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Ageless Hearts, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473763992.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.