401(k) · DOL Form 5500 · 2022

Heller Pension Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$368,254
Avg per participant High balance/head
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Official DOL plan name: Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust · Sponsored by Heller Pension Associates, Inc. · New York · Professional & Technical Services

$3M in assets, 8 participants

Heller Pension Associates, Inc.'s Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,056 in Professional & Technical Services (21,562 peers)

Heller Pension Associates, Inc. multi-year trail

Heller Pension Associates, Inc.'s plans moved +40.4% in assets from 2022 to 2024; this filing shows Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust at $3M / 8 participants.

#8,056
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY

The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs every filed plan by assets

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

$2,946,034 40th percentile higher than 40% 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

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 464034505 · Heller Pension Associates, Inc. PY 2022 · 401(k)

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust · $3M · 8 · 40th

  • IND $3M
  • IND 8
  • IND 40th
  • IND 401(k)
  • IND near Vita Inc 401(k)
  • IND ind #8056

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 Professional & Technical Services retirement plans → · Plans in New York →

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust in the asset neighbourhood

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & TrustHeller Pension Associates, I…$3MVita Inc 401(k)$3MCommodity Truck Acquisition LLC 401(k) PlanCommodity Truck Acquisition …$3MCaruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$3MAcp Facility Services, Inc. 401(k) Profit Sharing PlanAcp Facility Services, Inc. …$3M
End-of-year total assets ($M) among Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heller Pension Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heller Pension Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.394611874812036% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.95M $4.14M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $4M
2024 1 8 $4M

Heller Pension Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$687K
Employer EIN464034505
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust, Total assets ($B): 0.002946034 · Participants: 8Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust side-by-side with 3 peers →

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vita Inc 401(k) in SC ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

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 Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust assets move in 2022? ▼
Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust declined sharply - down 18.9% during 2022, from $4M to $3M. Reported net income was -$687K.
How have Heller Pension Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Pension Associates, Inc.'s sponsor-wide assets grew 40.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vita Inc 401(k) in SC ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464034505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.