401(k) · DOL Form 5500 · 2023

Hello Heart Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: N/A
Participants Small participant base: 47th
Percentile by assets National rank

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Official DOL plan name: Hello Heart 401(k) Plan · Sponsored by Hello Heart Inc. · California · Professional & Technical Services

$6M in assets, N/A participants

Hello Heart Inc.'s Hello Heart 401(k) Plan reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#9,115 in Professional & Technical Services (20,321 peers)

Hello Heart Inc. multi-year trail

Hello Heart Inc.'s plans moved +52.0% in assets from 2023 to 2024; this filing shows Hello Heart 401(k) Plan at $6M / N/A participants.

#9,115
in Professional & Technical Services (20,321 peers): $6M
reported net income

Hello Heart 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hello Heart 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,658,366 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 823489727 · Hello Heart Inc. PY 2023 · 401(k)

Hello Heart 401(k) Plan · $6M · N/A · 47th

PCT $6M
PCT N/A
PCT 47th
PCT 401(k)
PCT near The Galman Group 401(k) Plan
PCT ind #9115

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Hello Heart 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hello Heart Inc. multi-year asset trail

Latest sponsor-wide plan assets: $9M 51.994515731219934% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$6M
2024	1	128	$9M

Hello Heart Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$6M
Net Income	$6M
Employer EIN	823489727
Plan Effective Date	2023-07-14
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Hello Heart 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Hello Heart 401(k) Plan side-by-side with 3 peers →

Hello Heart 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is The Galman Group 401(k) Plan in PA at $6M (this filing: $6M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

The Galman Group 401(k) Plan (PA) $6M · 150
Strong Home Mortgage 401(k) Plan (VA) $6M · 45
Storage Asset Management, LLC 401(k) Profit Sharing Plan (PA) $6M · 604
Heritage Aviation, Inc.401(k) Retirement Plan (VT) $6M · 57

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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

Across 2 plan years on file (2023-2024), Hello Heart Inc.'s sponsor-wide assets grew 52.0%, from $6M to $9M.

Which 401(k) plans are similar in size to Hello Heart 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Galman Group 401(k) Plan in PA ($6M, 150 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823489727.