401(k) · DOL Form 5500 · 2024

Heart Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 9
Participants Small participant base: 33rd
Percentile by assets National rank: $305,669
Avg per participant High balance/head

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Official DOL plan name: Heart Enterprises Inc. 401(k) Plan · Sponsored by Heart Enterprises, Inc. · Colorado · Real Estate

$3M in assets, 9 participants

Heart Enterprises, Inc.'s Heart Enterprises Inc. 401(k) Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#2,418 in Real Estate (4,605 peers)

Heart Enterprises, Inc. multi-year trail

Heart Enterprises, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Heart Enterprises Inc. 401(k) Plan at $3M / 9 participants.

#2,418
in Real Estate (4,605 peers): +65.6%
assets growth YoY

Heart Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Heart Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$2,751,018 33rd percentile higher than 33% 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

Heart Enterprises Inc. 401(k) 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. Heart Enterprises Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Heart Enterprises Inc. 401(k) Plan reported net income rose from $167K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Heart Enterprises Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461037280 · Heart Enterprises, Inc. PY 2024 · 401(k)

Heart Enterprises Inc. 401(k) Plan · $3M · 9 · 33rd

PHOTO $3M
PHOTO 9
PHOTO 33rd
PHOTO 401(k)
PHOTO near Opala Health, Inc. 401(k) Plan
PHOTO ind #2418

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Heart Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heart Enterprises, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 44.21001369750274% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	16	$2M
2023	4	31	$3M
2024	1	9	$3M

Heart Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	461037280
Plan Effective Date	2012-09-19
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Heart Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.8B · 57,900
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
Woodward Retirement Savings Plan $2.0B · 6,210

Compare Heart Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Heart Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Opala Health, Inc. 401(k) Plan in WA ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Opala Health, Inc. 401(k) Plan (WA) $3M · 61
Capitol Blue Print, Inc. Profit Sharing Plan (IL) $3M · 10
Tb Aviation 401(k) Plan (MT) $3M · 6
Saint Joe Distributing 401(k) Plan (MO) $3M · 108

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

Greene-Niesen Insurance Agency Inc Savings & Retirement Plan (WI) 9 · 0 off
Bendblue 401(k) (CA) 9 · 0 off
Decerina Uy Md PC 401(k) Profit Sharing Plan & Trust (NY) 9 · 0 off
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan (TN) 9 · 0 off

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 Enterprises Inc. 401(k) Plan assets move in 2024? ▼

Heart Enterprises Inc. 401(k) Plan surged - up 65.6% during 2024, from $2M to $3M. Reported net income was $1M.

How have Heart Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heart Enterprises, Inc.'s sponsor-wide assets grew 44.2%, from $2M to $3M.

Which 401(k) plans are similar in size to Heart Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Opala Health, Inc. 401(k) Plan in WA ($3M, 61 participants).

Which 401(k) plans cover a similar participant headcount to Heart Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 461037280.