Defined Benefit (Pension) · DOL Form 5500 · 2024
American Heart Association Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 24th
- Percentile by assets National rank
Official DOL plan name: American Heart Association Plan Svc 07/01/1976 · Sponsored by American Heart Association · Texas · Other Services
$1M in assets, N/A participants
American Heart Association's American Heart Association Plan Svc 07/01/1976 reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,693 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, American Heart Association Plan Svc 07/01/1976 ranks #3,693 of 7,719 2024 filers by assets (1874% of the sector average)-$1M for N/A participants.
- #3,693
- in Other Services (7,719 peers)
- +4.6%
- assets growth YoY
American Heart Association Plan Svc 07/01/1976 among the smaller filed plans by assets
American Heart Association Plan Svc 07/01/1976 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,070,954 24th percentile higher than 24% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Heart Association Plan Svc 07/01/1976 end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 135613797 · American Heart Association PY 2024 · Defined Benefit (Pension)
American Heart Association Plan Svc 07/01/1976 · $1M · N/A · 24th
- EBSA $1M
- PART N/A
- TYPE 24th
- NET Defined Benefit (Pension)
- BOOK near Compu Pro Services Corporation Cash Balance Plan
- VS-ST ind #3693
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 Other Services retirement plans → · Plans in Texas →
American Heart Association Plan Svc 07/01/1976 in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $47K |
| Employer EIN | 135613797 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Heart Association)
Sponsor-wide plan assets over time
All American Heart Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $914M 30.703763716121706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,206 | $699M |
| 2023 | 3 | 7,069 | $819M |
| 2024 | 3 | 7,647 | $914M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
American Heart Association Plan Svc 07/01/1976's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Compu Pro Services Corporation Cash Balance Plan in CA at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.