Other · DOL Form 5500 · 2024
Heartspring, Inc. Retirement Plan
Data updated 2026-07-24
- $27M
- Total assets
- 410
- Participants
- 75th
- Percentile by assets
- $65,039
- Avg per participant
Official DOL plan name: Heartspring 403 (B) DC Plan · Sponsored by Heartspring, Inc. · Kansas · Educational Services
$27M in assets, 410 participants
Heartspring, Inc.'s Heartspring 403 (B) DC Plan reported $27M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 116,472 plans)
Where Heartspring 403 (B) DC Plan sits by assets
Heartspring 403 (B) DC Plan sits in the top quartile of all filed plans by assets, $27M for 410 participants (~$65,039/participant), up 10.0% in 2024.
- $27M
- total plan assets (2024 EOY)
- 410
- covered participants
- 75th
- percentile by assets (of 116,472 plans)
- $65,039
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heartspring 403 (B) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heartspring 403 (B) DC Plan reported participants fell from 473 in the plan year 2023 filing to 410 in the plan year 2024 filing.
- Heartspring 403 (B) DC Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Heartspring 403 (B) DC Plan vs the 2024 asset distribution
By assets, Heartspring 403 (B) DC Plan outranks 75% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 480561969 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heartspring, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $21M |
| 2023 | 1 | 473 | $24M |
| 2024 | 1 | 410 | $27M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
Heartspring 403 (B) DC Plan vs. nearby Other plans in Kansas, assets vs. participants
- Hays Medical Center Employee's Tax Deferred Annuity Plan $115M · 1,505
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $51M · 236
- Ottawa University DC Plan $41M · 517
- Nachri Tax Deferred Annuity Plan $38M · 164
- Great Plains Health Alliance Tax Deferred Annuity Plan $38M · 938
Similar-Sized Other Plans Nationally
Other plans in other states closest to Heartspring 403 (B) DC Plan by total assets, not by location.
Frequently Asked Questions
How did Heartspring 403 (B) DC Plan assets move in 2024? ▼
How have Heartspring, Inc. plan assets changed over time? ▼
Where does Heartspring 403 (B) DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Heartspring 403 (B) DC Plan? ▼
Next read for Heartspring 403 (B) DC Plan
Scale reading
Ways to act on Heartspring 403 (B) DC Plan's numbers.
- By total assets, Heartspring 403 (B) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kansas. Compare plans
- Heartspring, Inc.'s sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Educational Services plans
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 480561969.
Read our methodology - how this data is sourced, computed, and verified.