Plan5500

American Heart Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, American Heart Association (EIN 13-5613797) is a plan sponsor located in Dallas, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-5613797
Location
Dallas, TX
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Heart Association

  • 5 loaded plans hold $819.2M in reported assets.
  • The largest, American Heart Association, Inc. Qualified Retirement Plan, holds 56% of this company's reported plan assets.
  • Plans cover 20,704 reported participants.
  • 3 of 5 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$819.2MSummed across loaded plans$819,166,626
Total reported assets$819.2M$819,166,626
Total reported participants20.7K20,704
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$819.2M total assets
Net assets$819.2MLiabilities—
Contributions & income
Employer contributions$29.9M
Participant contributions$17.4M
Total income / additions$168.4M
Expenses & distributions
Benefits paid / distributions$47.9M
Total expenses$48.4M
Net increase / (decrease)$120M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%American Heart Association, Inc. Qualified Retirement Plan
Participants per plan4,141Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    American Heart Association, Inc. Qualified Retirement Plan$456.9M
    Plan #002 · 6,966 participants · 2023
  2. 2
    American Heart Association, Inc. 403(B) Pension Plan$361.2M
    Plan #004 · 7,642 participants · 2023
  3. 3
    American Heart Association Plan Svc 07/01/1976$1M
    Plan #003 · 5 participants · 2023
  4. 4
    American Heart Association, Inc. Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 3,059 participants · 2023
  5. 5
    American Heart Association, Inc. Group Ad&D Plannot reported in the loaded dataset
    Plan #502 · 3,032 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Heart Association. Open one for its full reported snapshot.

  1. 2023
    American Heart Association, Inc. Employee Welfare Benefit Plan3,059 participants · 2No schedules
    View filing →
  2. 2023
    American Heart Association, Inc. Qualified Retirement Plan6,966 participants · 2Sch HSch C
    View filing →
  3. 2023
    American Heart Association, Inc. 403(B) Pension Plan7,642 participants · 2Sch HSch C
    View filing →
  4. 2023
    American Heart Association, Inc. Group Ad&D Plan3,032 participants · 2No schedules
    View filing →
  5. 2023
    American Heart Association Plan Svc 07/01/19765 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Heart Association report on Form 5500?
American Heart Association (EIN 13-5613797) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Heart Association?
The Employer Identification Number (EIN) reported for American Heart Association is 13-5613797.
What is the latest Form 5500 filing year for American Heart Association?
The latest loaded Form 5500 filing year for American Heart Association is 2023.

Related Form 5500 pages