How big is Pacific Heart Institute's plan?

Pacific Heart Institute's plan reported $28.6M in assets and 17 participants for 2025.

Original filing (PDF)20260511155220NAL0012206754001

Pacific Heart Institute

Name: Pacific Heart Institute — Pacific Heart Institute, Form 5500 (2025)
Creator: Pacific Heart Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Heart Institute 401(k) PS Plan

401(k) retirement plan · Pacific Heart Institute's Pacific Heart Institute 401(k) PS Plan held $28.6M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28.6M

Net assets (EOY)

$28.6M

People on this filing

LAN NGO signed Pacific Heart Institute's 2025 Form 5500 as plan administrator.

LAN NGO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Heart Institute's EIN is 95-4197006.

EIN 95-4197006

Plan number 002

Plan year 2025

ACK ID 20260511155220NAL0012206754001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pacific Heart Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pacific Heart Institute's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC HEART INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PACIFIC HEART INSTITUTE

EIN

all filings

Address

2001 SANTA MONICA BOULAVARD · SUITE 280 W · SANTA MONICA, CA · 90404

Phone

(310) 829-7678

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator