401(k) · DOL Form 5500 · 2022

Healey Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
487
Participants Below avg headcount
83rd
Percentile by assets National rank
$64,702
Avg per participant Low balance/head
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Official DOL plan name: Healey Brothers, Inc. 401(k) Plan · Sponsored by Healey Brothers, Inc. · New York · Retail Trade

$32M in assets, 487 participants

Healey Brothers, Inc.'s Healey Brothers, Inc. 401(k) Plan reported $32M in total assets and 487 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,645 in Retail Trade (9,519 peers)

Where Healey Brothers, Inc. 401(k) Plan sits by assets

Healey Brothers, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 487 participants (~$64,702/participant), down 15.3% in 2022.

#8,645
in Retail Trade (9,519 peers)
-15.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healey Brothers, Inc. 401(k) Plan's outsized position by total assets

Healey Brothers, Inc. 401(k) Plan vs every filed plan by assets

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

$31,509,816 Top 17% higher than 83% 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

Healey Brothers, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healey Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (487 participants).

Plan-year Form 5500 strip

Filing strip 061554816 · Healey Brothers, Inc. PY 2022 · 401(k)

Healey Brothers, Inc. 401(k) Plan · $32M · 487 · 83rd

  • 5500 $32M
  • ASSETS 487
  • PCT 83rd
  • EIN 401(k)
  • RANK near Cph Consulting, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #8645

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 New York →

Healey Brothers, Inc. 401(k) Plan in the asset neighbourhood

Healey Brothers, Inc. 401(k) PlanHealey Brothers, Inc. 401(k)…$32MCph Consulting, LLC 401(k) Profit Sharing PlanCph Consulting, LLC 401(k) P…$32MMetal-Fab Inc. Employees Retirement PlanMetal-Fab Inc. Employees Ret…$32MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$32MMetropolitan Pediatrics, LLC 401(k) Retirement PlanMetropolitan Pediatrics, LLC…$32M
End-of-year total assets ($M) among Healey Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN061554816
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healey Brothers, Inc.)

Sponsor-wide plan assets over time

All Healey Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 38.819252387890806% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.5M $43.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 487 $32M
2023 1 521 $39M
2024 1 576 $44M

Nearby 401(k) Plans in New York

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

Healey Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Healey Brothers, Inc. 401(k) Plan, Total assets ($B): 0.031509816 · Participants: 487Healey Brothers, Inc. 401(k) PlanIBM 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
Healey Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Healey Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

Healey Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cph Consulting, LLC 401(k) Profit Sharing Plan in FL ($32M); by covered participants it is Mcsoifer's Inc. 401(k) Plan in IA (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Healey Brothers, Inc. 401(k) Plan assets move in 2022? ▼
Healey Brothers, Inc. 401(k) Plan declined sharply - down 15.3% during 2022, from $37M to $32M. Reported net income was -$6M.
How have Healey Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healey Brothers, Inc.'s sponsor-wide assets grew 38.8%, from $32M to $44M.
Where does Healey Brothers, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Healey Brothers, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healey Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cph Consulting, LLC 401(k) Profit Sharing Plan in FL ($32M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Healey Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcsoifer's Inc. 401(k) Plan in IA (487 participants, $1M 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 061554816.

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.