401(k) · DOL Form 5500 · 2024

Great Hearts America 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
3,271
Participants Above avg headcount
84th
Percentile by assets National rank
$15,301
Avg per participant Low balance/head
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Official DOL plan name: Great Hearts Academies 401(k) Plan · Sponsored by Great Hearts America · Arizona · Educational Services

$50M in assets, 3,271 participants

Great Hearts America's Great Hearts Academies 401(k) Plan reported $50M in total assets and 3,271 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,625 in Educational Services (3,638 peers)

Coverage in Arizona

Great Hearts Academies 401(k) Plan covers 3,271 participants in Arizona, 5.8x the typical Arizona plan (state average ~564 per filing). Assets: $50M.

#2,625
in Educational Services (3,638 peers)
+24.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Great Hearts Academies 401(k) Plan's outsized position by total assets

Great Hearts Academies 401(k) Plan vs every filed plan by assets

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

$50,050,671 Top 16% higher than 84% 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

Great Hearts Academies 401(k) 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. Great Hearts Academies 401(k) Plan lands in the large band (3,271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Great Hearts Academies 401(k) Plan reported participants rose from 2,496 in the plan year 2023 filing to 3,271 in the plan year 2024 filing.
  • Great Hearts Academies 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202036133 · Great Hearts America PY 2024 · 401(k)

Great Hearts Academies 401(k) Plan · $50M · 3,271 · 84th

  • TYPE $50M
  • NET 3,271
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Jensen Precast 401(k) Profit Sharing Plan
  • SCH ind #2625

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 Educational Services retirement plans → · Plans in Arizona →

Great Hearts Academies 401(k) Plan in the asset neighbourhood

Kennebec Savings Bank 401(k) Savings Plan and TrustKennebec Savings Bank 401(k)…$50MGreat Hearts Academies 401(k) PlanGreat Hearts Academies 401(k…$50MJensen Precast 401(k) Profit Sharing PlanJensen Precast 401(k) Profit…$50MTobii Dynavox Retirement Savings PlanTobii Dynavox Retirement Sav…$50MEmcor Group, Inc. and Subsidiaries Union Employees' 401(k) PlanEmcor Group, Inc. and Subsid…$50M
End-of-year total assets ($M) among Great Hearts Academies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN202036133
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Hearts America)

Sponsor-wide plan assets over time

All Great Hearts America plans reported in each filing year

Latest sponsor-wide plan assets
$50M 63.659468874756996% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.6M $50.1M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 1,567 $31M
2023 1 2,496 $40M
2024 1 3,271 $50M

Nearby 401(k) Plans in Arizona

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

Great Hearts Academies 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -202468 Total assets ($B) Participants Great Hearts Academies 401(k) Plan, Total assets ($B): 0.050050671 · Participants: 3271Great Hearts Academies 401(k) PlanBechtel 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
Great Hearts Academies 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Great Hearts Academies 401(k) Plan side-by-side with 3 peers →

Great Hearts Academies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jensen Precast 401(k) Profit Sharing Plan in NV ($50M); by covered participants it is Kemper Sports Management Employees' Profit-Sharing Plan in IL (3,271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,271 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 Great Hearts Academies 401(k) Plan assets move in 2024? ▼
Great Hearts Academies 401(k) Plan grew sharply - up 24.1% during 2024, from $40M to $50M. Reported net income was $10M.
How have Great Hearts America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Hearts America's sponsor-wide assets grew 63.7%, from $31M to $50M.
Where does Great Hearts Academies 401(k) Plan rank by assets among Form 5500 filers? ▼
Great Hearts Academies 401(k) Plan ranks in the 84th 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 Great Hearts Academies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jensen Precast 401(k) Profit Sharing Plan in NV ($50M, 930 participants).
Which 401(k) plans cover a similar participant headcount to Great Hearts Academies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemper Sports Management Employees' Profit-Sharing Plan in IL (3,271 participants, $49M 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 202036133.

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.