401(k) · DOL Form 5500 · 2024

Grant W Heinz, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$426,048
Avg per participant High balance/head
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Official DOL plan name: Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement · Sponsored by Grant W Heinz, M.D., P.C. · Arizona · Healthcare & Social Assistance

$3M in assets, 7 participants

Grant W Heinz, M.D., P.C.'s Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,774 in Healthcare & Social Assistance (16,916 peers)

Grant W Heinz, M.D., P.C. multi-year trail

Grant W Heinz, M.D., P.C.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement at $3M / 7 participants.

#5,774
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Healthcare & Social Assistance and all filers

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$2,982,337 34th percentile higher than 34% 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

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement reported net income fell from $365K in the plan year 2023 filing to $303K in the plan year 2024 filing.
  • Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 861010140 · Grant W Heinz, M.D., P.C. PY 2024 · 401(k)

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement · $3M · 7 · 34th

  • SCH $3M
  • SCH 7
  • SCH 34th
  • SCH 401(k)
  • SCH near Environmental Construction, Inc. Safe Harbor 401(k) Comparability Profit Sharing Plan
  • SCH ind #5774

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 Arizona →

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust AgreementGrant W Heinz, M.D., P.C. Pr…$3MEnvironmental Construction, Inc. Safe Harbor 401(k) Comparability Profit Sharing PlanEnvironmental Construction, …$3MNavig8 America LLC 401(k) PlanNavig8 America LLC 401(k) Pl…$3MLaw Office of Gary R. Poole, P.a. 401(k) PlanLaw Office of Gary R. Poole,…$3MPhillips Adr Enterprises, P.C. 401(k) PlanPhillips Adr Enterprises, P.…$3M
End-of-year total assets ($M) among Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Grant W Heinz, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Grant W Heinz, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.817137049487922% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.32M $2.98M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 7 $3M

Grant W Heinz, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$303K
Employer EIN861010140
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement, Total assets ($B): 0.002982337 · Participants: 7Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust AgreementBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Environmental Construction, Inc. Safe Harbor 401(k) Comparability Profit Sharing Plan in CA ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement assets move in 2024? ▼
Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement grew at a solid clip - up 11.3% during 2024, from $3M to $3M. Reported net income was $303K.
How have Grant W Heinz, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grant W Heinz, M.D., P.C.'s sponsor-wide assets grew 28.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Construction, Inc. Safe Harbor 401(k) Comparability Profit Sharing Plan in CA ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Grant W Heinz, M.D., P.C. Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 861010140.

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.