Profit Sharing · DOL Form 5500 · 2024

Clean Heart, Inc. Profit Sharing Plan

Data updated 2026-08-25

$290K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$144,947
Avg per participant Above avg balance/head
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Official DOL plan name: Clean Heart, Inc. Retirement Plan · Sponsored by Clean Heart, Inc. · Texas · Other Services

$290K in assets, 2 participants

Clean Heart, Inc.'s Clean Heart, Inc. Retirement Plan reported $290K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,176 in Other Services (7,719 peers)

Clean Heart, Inc. multi-year trail

Clean Heart, Inc.'s plans moved +48.5% in assets from 2022 to 2024; this filing shows Clean Heart, Inc. Retirement Plan at $290K / 2 participants.

#2,176
in Other Services (7,719 peers)
-6.8%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clean Heart, Inc. Retirement Plan among the smaller filed plans by assets

Clean Heart, Inc. Retirement Plan vs every filed plan by assets

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

$289,893 13th percentile higher than 13% 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

Clean Heart, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clean Heart, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clean Heart, Inc. Retirement Plan reported net income fell from $116K in the plan year 2023 filing to -$21K in the plan year 2024 filing.
  • Clean Heart, Inc. Retirement Plan end-of-year assets fell from $311K in the plan year 2023 filing to $290K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823718993 · Clean Heart, Inc. PY 2024 · Profit Sharing

Clean Heart, Inc. Retirement Plan · $290K · 2 · 13th

  • SCH $290K
  • SCH 2
  • SCH 13th
  • SCH Profit Sharing
  • SCH near Jonathan a. Melendez Hernandez Retirement Plan
  • SCH ind #2176

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 →

Clean Heart, Inc. Retirement Plan in the asset neighbourhood

Clean Heart, Inc. Retirement PlanClean Heart, Inc. Retirement…$290KJonathan a. Melendez Hernandez Retirement PlanJonathan a. Melendez Hernand…$290KLifelong Fitness Hw Corporation Profit Sharing PlanLifelong Fitness Hw Corporat…$290KJose R Cruz Cestero Retirement PlanJose R Cruz Cestero Retireme…$290KM&d Bright, Inc. Retirement PlanM&d Bright, Inc. Retirement …$290K
End-of-year total assets ($M) among Clean Heart, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Clean Heart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Clean Heart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$290K 48.523693149505846% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.2M $0.29M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 2 $195K
2023 1 2 $311K
2024 1 2 $290K

Clean Heart, Inc. filing trail (2024)

Total Assets (Beginning of Year)$311K
Net Assets (End of Year)$290K
Net Income-$21K
Employer EIN823718993
Plan Effective Date2017-12-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Clean Heart, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Clean Heart, Inc. Retirement Plan, Total assets ($B): 0.000289893 · Participants: 2Clean Heart, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Clean Heart, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Clean Heart, Inc. Retirement Plan side-by-side with 3 peers →

Clean Heart, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jonathan a. Melendez Hernandez Retirement Plan in PR ($290K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Clean Heart, Inc. Retirement Plan assets move in 2024? ▼
Clean Heart, Inc. Retirement Plan pulled back noticeably - down 6.8% during 2024, from $311K to $290K. Reported net income was -$21K.
How have Clean Heart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clean Heart, Inc.'s sponsor-wide assets grew 48.5%, from $195K to $290K.
Where does Clean Heart, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Clean Heart, Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Clean Heart, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jonathan a. Melendez Hernandez Retirement Plan in PR ($290K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Clean Heart, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 823718993.

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.