Profit Sharing · DOL Form 5500 · 2024

American Heart Association, Inc. Profit Sharing Plan

Data updated 2026-08-11

$514M
Total assets: 3,779
Participants: 97th
Percentile by assets: $136,134
Avg per participant

Official DOL plan name: American Heart Association, Inc. Qualified Retirement Plan · Sponsored by American Heart Association, Inc. · Texas · Other Services

$514M in assets, 3,779 participants

American Heart Association, Inc.'s American Heart Association, Inc. Qualified Retirement Plan reported $514M in total assets and 3,779 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#7,669 in Other Services (7,719 peers)

Coverage in Texas

American Heart Association, Inc. Qualified Retirement Plan covers 3,779 participants in Texas, 5.5x the typical Texas plan (state average ~688 per filing). Assets: $514M.

$514M
total plan assets (2024 EOY): 3,779
covered participants: 97th
percentile by assets (of 123,622 plans): $136,134
avg assets per participant

American Heart Association, Inc. Qualified Retirement Plan reported net income fell from $73M in the plan year 2023 filing to $58M in the plan year 2024 filing.
American Heart Association, Inc. Qualified Retirement Plan end-of-year assets rose from $457M in the plan year 2023 filing to $514M in the plan year 2024 filing.
American Heart Association, Inc. Qualified Retirement Plan reported participants rose from 3,455 in the plan year 2023 filing to 3,779 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Other Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. American Heart Association, Inc. Qualified Retirement Plan reports 3,779 participants - 5.5x that state average ($514M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$457M
Net Assets (End of Year)	$514M
Net Income	$58M
Employer EIN	135613797
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Heart Association, Inc.)

Total plan assets by year, all American Heart Association, Inc. plans on file

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

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

American Heart Association, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Airborn, Inc. Defined Contribution Plan $291M · 1,286

Compare American Heart Association, Inc. Qualifi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to American Heart Association, Inc. Qualified Retirement Plan by total assets, not by location.

University of Maryland Medical System 401(a) Defined Contribution Plan (MD) $515M · 6,423
The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) $519M · 1,140
Jefferson University Physicians Retirement Plan (PA) $521M · 3,204
Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $522M · 4,949

Frequently Asked Questions

How did American Heart Association, Inc. Qualified Retirement Plan assets move in 2024? ▼

American Heart Association, Inc. Qualified Retirement Plan grew at a solid clip - up 12.6% during 2024, from $457M to $514M. Reported net income was $58M.

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

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

Where does American Heart Association, Inc. Qualified Retirement Plan rank by assets among Form 5500 filers? ▼

American Heart Association, Inc. Qualified Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to American Heart Association, Inc. Qualified Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is University of Maryland Medical System 401(a) Defined Contribution Plan in MD ($515M, 6,423 participants).

Next read for American Heart Association, Inc. Qualifi…

Filing takeaways

Ways to act on American Heart Association, Inc. Qualified Retirement Plan's numbers.

By total assets, American Heart Association, Inc. Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
American Heart Association, Inc.'s sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Other Services plans

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 135613797.