American Heart Association pension plans

American Heart Association, Inc., Dallas, TX. EIN 13-5613797. Annual reports 2009–2025. Also filed as American Heart Association.

American Heart Association, Inc. has 3 active retirement plans on file. The largest is the American Heart Association, Inc. 403(b) Pension Plan, with 7,273 participants and $452 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 14,131
Plan assets: $1.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Other services

All 3 plans

Active plans first

American Heart Association, Inc. 403(b) Pension Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 13-5613797
Participants (2025): 7,273
Net assets (2025): $452 million
Recordkeeper: Fidelity2009–2025
Plan administrator: American Heart Association, Inc.
7272 Greenville Ave
Dallas, TX 75231
(214) 706-1781As filed for 2025
In effect since: October 1, 1998

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	7,273	$452 million	Fidelity
2024	7,563	$398 million	Fidelity
2023	7,752	$361 million	Fidelity
2022	7,642	$315 million	Fidelity
2021	7,620	$376 million	Fidelity
2020	7,713	$348 million	Fidelity
2019	7,883	$314 million	Fidelity
2018	7,015	$203 million	Fidelity
2017	7,115	$221 million	Fidelity
2016	7,236	$201 million	Fidelity
2015	2,131	$194 million	Fidelity
2014	7,218	$201 million	Fidelity
2013	7,672	$200 million	Fidelity
2012	8,198	$188 million	Fidelity
2011	9,071	$182 million	Fidelity
2010	9,358	$193 million	Fidelity
2009	9,309	$188 million	Fidelity

American Heart Association, Inc. Qualified Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 13-5613797
Participants (2025): 6,853
Net assets (2025): $605 million
Recordkeeper: Fidelity2009–2025
Plan administrator: American Heart Association, Inc.
7272 Greenville Ave
Dallas, TX 75231
(214) 706-1781As filed for 2025
In effect since: January 1, 1992

Earlier plan names: American Heart Association, Inc. Qualified Retirem Ent Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,853	$605 million	Fidelity
2024	6,946	$514 million	Fidelity
2023	7,079	$457 million	Fidelity
2022	6,966	$383 million	Fidelity
2021	6,308	$457 million	Fidelity
2020	6,307	$408 million	Fidelity
2019	6,395	$366 million	Fidelity
2018	6,433	$302 million	Fidelity
2017	6,363	$316 million	Fidelity
2016	6,212	$262 million	Fidelity
2015	5,986	$233 million	Fidelity
2014	5,890	$227 million	Fidelity
2013	5,982	$210 million	Fidelity
2012	6,178	$178 million	Fidelity
2011	6,983	$155 million	Fidelity
2010	6,970	$150 million	Fidelity
2009	7,022	$131 million	Fidelity

American Heart Association Plan SVC 07/01/1976

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 13-5613797
Participants (2024): 5
Net assets (2024): $1.1 million
Plan administrator: American Heart Association
7272 Greenville Ave
Dallas, TX 75231
(214) 706-1699As filed for 2024
In effect since: January 1, 1949

Earlier plan names: American Heart Association Retirement Plan Services to 7/1/1976; Retirement Plan Services to 7/1/1976; American Heart Association Plan SVC Prior to 07/01/1976; American Heart Association Plan SVC Prior to 7/1/1976.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5	$1.1 million	not listed
2023	5	$1.0 million	not listed
2022	5	$975,285	not listed
2021	5	$931,176	not listed
2020	5	$895,882	not listed
2019	10	$888,714	not listed
2018	13	$859,926	not listed
2017	13	$823,300	not listed
2016	13	$788,775	not listed
2015	13	$753,786	not listed
2014	16	$724,166	not listed
2013	16	$711,540	not listed
2012	16	$680,856	not listed
2011	16	$653,137	not listed
2010	19	$674,479	not listed
2009	21	$675,426	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the American Heart Association, Inc. 403(b) Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((214) 706-1781). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.