401(k) · DOL Form 5500 · 2024

Hearts on Fire 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
55
Participants Small participant base
60th
Percentile by assets National rank
$219,474
Avg per participant Above avg balance/head
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Official DOL plan name: Hearts on Fire · Sponsored by Hearts on Fire · Massachusetts · Wholesale Trade

$12M in assets, 55 participants

Hearts on Fire's Hearts on Fire reported $12M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,145 in Wholesale Trade (6,080 peers)

Hearts on Fire multi-year trail

Hearts on Fire's plans moved +37.4% in assets from 2022 to 2024; this filing shows Hearts on Fire at $12M / 55 participants.

#3,145
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY

Hearts on Fire's mid-pack asset rank among Wholesale Trade and all filers

Hearts on Fire vs every filed plan by assets

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

$12,071,079 Top 40% higher than 60% 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

Hearts on Fire among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hearts on Fire is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hearts on Fire reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hearts on Fire end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Hearts on Fire reported participants rose from 54 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043563309 · Hearts on Fire PY 2024 · 401(k)

Hearts on Fire · $12M · 55 · 60th

  • EBSA $12M
  • PART 55
  • TYPE 60th
  • NET 401(k)
  • BOOK near Contech Services, Inc. 401(k) Retirement Savings Plan
  • VS-ST ind #3145

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Hearts on Fire in the asset neighbourhood

Hearts on Fire$12MContech Services, Inc. 401(k) Retirement Savings PlanContech Services, Inc. 401(k…$12MProfit Sharing 401(k) Plan for Employees of Continental Web Press, Inc.Profit Sharing 401(k) Plan f…$12MRussell Marine 401(k) Plan$12MHealth Group Management, LLC 401(k) PlanHealth Group Management, LLC…$12M
End-of-year total assets ($M) among Hearts on Fire and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hearts on Fire multi-year asset trail

Sponsor-wide plan assets over time

All Hearts on Fire plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.390052255909175% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.79M $12.1M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 57 $9M
2023 1 54 $11M
2024 1 55 $12M

Hearts on Fire filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN043563309
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Hearts on Fire vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hearts on Fire, Total assets ($B): 0.012071079 · Participants: 55Hearts on FireFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Hearts on Fire vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Hearts on Fire's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Contech Services, Inc. 401(k) Retirement Savings Plan in CA ($12M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Hearts on Fire assets move in 2024?
Hearts on Fire grew at a solid clip - up 10.4% during 2024, from $11M to $12M. Reported net income was $1M.
How have Hearts on Fire plan assets changed over time?
Across 3 plan years on file (2022-2024), Hearts on Fire's sponsor-wide assets grew 37.4%, from $9M to $12M.
Which 401(k) plans are similar in size to Hearts on Fire?
Among 401(k) plans in other states, the closest by assets is Contech Services, Inc. 401(k) Retirement Savings Plan in CA ($12M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Hearts on Fire?
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M in assets).