401(k) · DOL Form 5500 · 2024
Heartview Foundation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $42,170
- Avg per participant Low balance/head
Official DOL plan name: Heartview Foundation 401(k) Profit Sharing Plan · Sponsored by Heartview Foundation · North Dakota · Healthcare & Social Assistance
$7M in assets, 157 participants
Heartview Foundation's Heartview Foundation 401(k) Profit Sharing Plan reported $7M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,728 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Dakota
Heartview Foundation 401(k) Profit Sharing Plan covers 157 participants in North Dakota, about 31% of the average North Dakota filer (state average ~504 per filing). Assets: $7M.
- #8,728
- in Healthcare & Social Assistance (16,916 peers)
- +29.3%
- assets growth YoY
Heartview Foundation 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heartview Foundation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,620,697 47th percentile higher than 47% 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
Heartview Foundation 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartview Foundation 401(k) Profit Sharing Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heartview Foundation 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Heartview Foundation 401(k) Profit Sharing Plan reported participants rose from 130 in the plan year 2023 filing to 157 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 450282159 · Heartview Foundation PY 2024 · 401(k)
Heartview Foundation 401(k) Profit Sharing Plan · $7M · 157 · 47th
- SCH $7M
- SCH 157
- SCH 47th
- SCH 401(k)
- SCH near Ironcad, LLC
- SCH ind #8728
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 North Dakota →
Heartview Foundation 401(k) Profit Sharing Plan in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 450282159 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartview Foundation)
Sponsor-wide plan assets over time
All Heartview Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 80.07872582962811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $4M |
| 2023 | 1 | 130 | $5M |
| 2024 | 1 | 157 | $7M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.6B · 31,958
- Knife River Corporation 401(k) Retirement Plan $856M · 5,327
- Mdu Resources Group, Inc. 401(k) Retirement Plan $776M · 3,465
- Eide Bailly LLP 401(k) Profit Sharing Plan $615M · 2,920
- Offutt Companies 401(k) Savings Plan $592M · 5,199
Heartview Foundation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Ironcad, LLC in GA ($7M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Ironcad, LLC (GA) $7M · 13
- Davidson Day School Retirement Plan (NC) $7M · 145
- Tapestry Management Services 401(k) Profit Sharing Plan & Trust (CT) $7M · 264
- Incorta, Inc. 401(k) Plan (CA) $7M · 72
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Otis It Inc (DE) 157 · 0 off
- Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
- Wsim 401(k) Retirement Plan (TX) 157 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.