401(k) · DOL Form 5500 · 2024
Heartflow, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 526
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $76,966
- Avg per participant Below avg balance/head
Official DOL plan name: Heartflow, Inc. 401(k) Plan · Sponsored by Heartflow, Inc. · California · Healthcare & Social Assistance
$40M in assets, 526 participants
Heartflow, Inc.'s Heartflow, Inc. 401(k) Plan reported $40M in total assets and 526 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,236 in Healthcare & Social Assistance (16,916 peers)
Where Heartflow, Inc. 401(k) Plan sits by assets
Heartflow, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 526 participants (~$76,966/participant), up 38.0% in 2024.
- #14,236
- in Healthcare & Social Assistance (16,916 peers)
- +38.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Heartflow, Inc. 401(k) Plan's outsized position by total assets
Heartflow, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,484,015 Top 18% higher than 82% 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
Heartflow, Inc. 401(k) 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. Heartflow, Inc. 401(k) Plan sits mid-pack in the medium band (526 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heartflow, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Heartflow, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Heartflow, Inc. 401(k) Plan reported participants rose from 509 in the plan year 2023 filing to 526 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 260506743 · Heartflow, Inc. PY 2024 · 401(k)
Heartflow, Inc. 401(k) Plan · $40M · 526 · 82nd
- TYPE $40M
- TYPE 526
- TYPE 82nd
- TYPE 401(k)
- TYPE near Teaching Strategies, LLC Profit Sharing Plan
- TYPE ind #14236
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 California →
Heartflow, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $11M |
| Employer EIN | 260506743 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartflow, Inc.)
Sponsor-wide plan assets over time
All Heartflow, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 70.22267694528027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 375 | $24M |
| 2023 | 1 | 509 | $29M |
| 2024 | 1 | 526 | $40M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Heartflow, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Teaching Strategies, LLC Profit Sharing Plan in DC ($40M); by covered participants it is Onerorx, Inc. 401(k) Plan in IA (526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Teaching Strategies, LLC Profit Sharing Plan (DC) $40M · 410
- Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. (MI) $40M · 108
- Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. (FL) $40M · 134
- Radiology Associates, P.C. Employee Savings Plan (OR) $40M · 63
Similar participant headcount
Nearest other-state filings by covered participants (526 participants); asset peers above are excluded.
- Onerorx, Inc. 401(k) Plan (IA) 526 · 0 off
- Innovation Ventures, LLC 401(k) Plan (MI) 526 · 0 off
- Mb Precision Company 401(k) Plan (CT) 526 · 0 off
- Activar, Inc. & Affiliated Companies Tax Deferred Savings Plan (MN) 526 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.