401(k) · DOL Form 5500 · 2024

Heart of Cardon LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
2,955
Participants Above avg headcount
80th
Percentile by assets National rank
$12,441
Avg per participant Low balance/head
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Official DOL plan name: Heart of Cardon LLC 401(k) Retirement Plan · Sponsored by Heart of Cardon LLC · Indiana · Healthcare & Social Assistance

$37M in assets, 2,955 participants

Heart of Cardon LLC's Heart of Cardon LLC 401(k) Retirement Plan reported $37M in total assets and 2,955 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,058 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Heart of Cardon LLC 401(k) Retirement Plan covers 2,955 participants in Indiana, 5.5x the typical Indiana plan (state average ~541 per filing). Assets: $37M.

#14,058
in Healthcare & Social Assistance (16,916 peers)
+9.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heart of Cardon LLC 401(k) Retirement Plan's outsized position by total assets

Heart of Cardon LLC 401(k) Retirement Plan vs every filed plan by assets

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

$36,764,371 Top 20% higher than 80% 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

Heart of Cardon LLC 401(k) 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. Heart of Cardon LLC 401(k) Retirement Plan lands in the large band (2,955 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heart of Cardon LLC 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heart of Cardon LLC 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Heart of Cardon LLC 401(k) Retirement Plan reported participants rose from 2,910 in the plan year 2023 filing to 2,955 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261192696 · Heart of Cardon LLC PY 2024 · 401(k)

Heart of Cardon LLC 401(k) Retirement Plan · $37M · 2,955 · 80th

  • ASSETS $37M
  • PCT 2,955
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Integrated Design Solutions, LLC Retirement Savings Plan
  • IND ind #14058

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 Indiana →

Heart of Cardon LLC 401(k) Retirement Plan in the asset neighbourhood

Integrated Design Solutions, LLC Retirement Savings PlanIntegrated Design Solutions,…$37MAmerit Fleet Solutions 401(k) PlanAmerit Fleet Solutions 401(k…$37MOmnia Partners 401(k) Plan$37MUnited Radio, Inc. 401(k) Retirement PlanUnited Radio, Inc. 401(k) Re…$37MHeart of Cardon LLC 401(k) Retirement PlanHeart of Cardon LLC 401(k) R…$37M
End-of-year total assets ($M) among Heart of Cardon LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN261192696
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Cardon LLC)

Sponsor-wide plan assets over time

All Heart of Cardon LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.09629413667043% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $36.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 2,942 $28M
2023 1 2,910 $34M
2024 1 2,955 $37M

Nearby 401(k) Plans in Indiana

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

Heart of Cardon LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heart of Cardon LLC 401(k) Retirement Plan, Total assets ($B): 0.036764371 · Participants: 2955Heart of Cardon LLC 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Heart of Cardon LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Heart of Cardon LLC 401(k) Retirement Plan side-by-side with 3 peers →

Heart of Cardon LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Integrated Design Solutions, LLC Retirement Savings Plan in MI ($37M); by covered participants it is The Black Knight 401(k) Profit Sharing Plan in FL (2,955 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,955 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 Heart of Cardon LLC 401(k) Retirement Plan assets move in 2024? ▼
Heart of Cardon LLC 401(k) Retirement Plan grew at a solid clip - up 9.6% during 2024, from $34M to $37M. Reported net income was $3M.
How have Heart of Cardon LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Cardon LLC's sponsor-wide assets grew 30.1%, from $28M to $37M.
Where does Heart of Cardon LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Heart of Cardon LLC 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heart of Cardon LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Design Solutions, LLC Retirement Savings Plan in MI ($37M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Heart of Cardon LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Black Knight 401(k) Profit Sharing Plan in FL (2,955 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 261192696.

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.