Profit Sharing · DOL Form 5500 · 2022

Heyl Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$663K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$331,656
Avg per participant High balance/head
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Official DOL plan name: Heyl Enterprises, Inc. Retirement Plan · Sponsored by Heyl Enterprises, Inc. · Arizona · Retail Trade

$663K in assets, 2 participants

Heyl Enterprises, Inc.'s Heyl Enterprises, Inc. Retirement Plan reported $663K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,906 in Retail Trade (9,519 peers)

Heyl Enterprises, Inc. multi-year trail

Heyl Enterprises, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Heyl Enterprises, Inc. Retirement Plan at $663K / 2 participants.

#2,906
in Retail Trade (9,519 peers)
-2.0%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heyl Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Heyl Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$663,311 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Heyl Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heyl Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 464143345 · Heyl Enterprises, Inc. PY 2022 · Profit Sharing

Heyl Enterprises, Inc. Retirement Plan · $663K · 2 · 21st

  • BOY $663K
  • BOY 2
  • BOY 21st
  • BOY Profit Sharing
  • BOY near Apex Retirement Plan
  • BOY ind #2906

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 Retail Trade retirement plans → · Plans in Arizona →

Heyl Enterprises, Inc. Retirement Plan in the asset neighbourhood

Heyl Enterprises, Inc. Retirement PlanHeyl Enterprises, Inc. Retir…$663KApex Retirement Plan$663KWebb Plumbing Inc Psp$663KMake Today Great, Inc. Retirement PlanMake Today Great, Inc. Retir…$663KBud Church Realty, Inc. Profit Sharing PlanBud Church Realty, Inc. Prof…$664K
End-of-year total assets ($M) among Heyl Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Heyl Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heyl Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$803K 21.0840767000698% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.66M $0.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $663K
2023 1 2 $729K
2024 1 2 $803K

Heyl Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$677K
Net Assets (End of Year)$663K
Net Income-$13K
Employer EIN464143345
Plan Effective Date2013-11-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Heyl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Heyl Enterprises, Inc. Retirement Plan, Total assets ($M): 0.663311 · Participants: 2Heyl Enterprises, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Heyl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Heyl Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Apex Retirement Plan in PR ($663K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($663K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heyl Enterprises, Inc. Retirement Plan assets move in 2022?
Heyl Enterprises, Inc. Retirement Plan edged down modestly - down 2.0% during 2022, from $677K to $663K. Reported net income was -$13K.
How have Heyl Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Heyl Enterprises, Inc.'s sponsor-wide assets grew 21.1%, from $663K to $803K.
Where does Heyl Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers?
Heyl Enterprises, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Heyl Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Apex Retirement Plan in PR ($663K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Heyl Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).