401(k) · DOL Form 5500 · 2024
Hearts for Hearing Foundation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $33,309
- Avg per participant Low balance/head
Official DOL plan name: Hearts for Hearing Foundation 401(k) · Sponsored by Hearts for Hearing Foundation · Oklahoma · Healthcare & Social Assistance
$5M in assets, 155 participants
Hearts for Hearing Foundation's Hearts for Hearing Foundation 401(k) reported $5M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,741 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Hearts for Hearing Foundation 401(k) covers 155 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.
- #7,741
- in Healthcare & Social Assistance (16,916 peers)
- +23.1%
- assets growth YoY
Hearts for Hearing Foundation 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Hearts for Hearing Foundation 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,162,963 43rd percentile higher than 43% 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
Hearts for Hearing Foundation 401(k) 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. Hearts for Hearing Foundation 401(k) sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hearts for Hearing Foundation 401(k) reported net income rose from -$4K in the plan year 2023 filing to $969K in the plan year 2024 filing.
- Hearts for Hearing Foundation 401(k) reported participants rose from 121 in the plan year 2023 filing to 155 in the plan year 2024 filing.
- Hearts for Hearing Foundation 401(k) end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 412043960 · Hearts for Hearing Foundation PY 2024 · 401(k)
Hearts for Hearing Foundation 401(k) · $5M · 155 · 43rd
- 5500 $5M
- 5500 155
- 5500 43rd
- 5500 401(k)
- 5500 near Matthews-Daniel Company 401(k) Plan and Trust
- 5500 ind #7741
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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →
Hearts for Hearing Foundation 401(k) in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $969K |
| Employer EIN | 412043960 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hearts for Hearing Foundation)
Sponsor-wide plan assets over time
All Hearts for Hearing Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.99823875170306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $4M |
| 2023 | 1 | 121 | $4M |
| 2024 | 1 | 155 | $5M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Hearts for Hearing Foundation 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Matthews-Daniel Company 401(k) Plan and Trust in TX ($5M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Cass, Inc. 401(k) Profit Sharing Plan (CA) 155 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 155 · 0 off
- The Fort Walton Machining 401(k) Plan (FL) 155 · 0 off
- Magnetika, Inc. 401(k) Plan (CA) 155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.