Other · DOL Form 5500 · 2024
Heartspring, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 410
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $65,039
- Avg per participant Low balance/head
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.
- #2,162 in Educational Services (3,638 peers)
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.
- #2,162
- in Educational Services (3,638 peers)
- +10.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heartspring 403 (B) DC Plan's outsized position by total assets
Heartspring 403 (B) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,666,087 Top 25% higher than 75% 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
Heartspring 403 (B) DC 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. Heartspring 403 (B) DC Plan sits mid-pack in the medium band (410 participants).
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.
Form 5500 schedule snapshot
Filing strip 480561969 · Heartspring, Inc. PY 2024 · Other
Heartspring 403 (B) DC Plan · $27M · 410 · 75th
- EOY $27M
- 5500 410
- ASSETS 75th
- PCT Other
- EIN near 2first Choice Community Healthcare 403(b) Plan
- RANK ind #2162
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 Kansas →
Heartspring 403 (B) DC Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Heartspring, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.380759741434886% vs 2022
- 2024 filing year
| 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.
- Stormont-Vail Healthcare Employee 403(b) Plan $634M · 5,973
- 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
Heartspring 403 (B) DC Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is 2first Choice Community Healthcare 403(b) Plan in NM ($27M); by covered participants it is Alliance Healthcare Services Employee Retirement in TN (410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.
- Alliance Healthcare Services Employee Retirement (TN) 410 · 0 off
- Carson Valley Childrens Aid 403(b) Plan (PA) 410 · 0 off
- Regis College DC Retirement Plan (MA) 410 · 0 off
- Versiti 403(b) Retirement Plan (WI) 410 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.