Profit Sharing · DOL Form 5500 · 2024
American Heart Association, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $514M
- Total assets Above avg plan size
- 3,779
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $136,134
- Avg per participant Near avg balance/head
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.
- #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.
- #7,669
- in Other Services (7,719 peers)
- +12.6%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
American Heart Association, Inc. Qualified Retirement Plan's outsized position by total assets
American Heart Association, Inc. Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$514,449,309 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American Heart Association, Inc. Qualified Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Heart Association, Inc. Qualified Retirement Plan lands in the large band (3,779 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 135613797 · American Heart Association, Inc. PY 2024 · Profit Sharing
American Heart Association, Inc. Qualified Retirement Plan · $514M · 3,779 · 97th
- IND $514M
- IND 3,779
- IND 97th
- IND Profit Sharing
- IND near University of Maryland Medical System 401(a) Defined Contribution Plan
- IND ind #7669
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 →
American Heart Association, Inc. Qualified Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All American Heart Association, Inc. plans reported in each filing year
- 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 Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
American Heart Association, Inc. Qualified Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is University of Maryland Medical System 401(a) Defined Contribution Plan in MD ($515M); by covered participants it is The Tjx Companies, Inc. Puerto Rico Savings Plan in MA (3,777 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($514M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,779 participants); asset peers above are excluded.
- The Tjx Companies, Inc. Puerto Rico Savings Plan (MA) 3,777 · 2 off
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan (OH) 3,783 · 4 off
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) 3,756 · 23 off
- Ironworkers Local Union 549 and 550 Security Plan (WV) 3,813 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.