Other · DOL Form 5500 · 2022

David Heller Retirement Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$68,238
Avg per participant Below avg balance/head
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Official DOL plan name: David Heller Keogh · Sponsored by David Heller · New Jersey · Healthcare & Social Assistance

$68K in assets, 1 participants

David Heller's David Heller Keogh reported $68K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #591 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

David Heller Keogh declined sharply 15.3% in 2022 ($81K → $68K) for 1 participant.

#591
in Healthcare & Social Assistance (20,060 peers)
-15.3%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Heller Keogh among the smaller filed plans by assets

David Heller Keogh vs every filed plan by assets

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

$68,238 4th percentile higher than 4% 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

David Heller Keogh among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Heller Keogh is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 112393146 · David Heller PY 2022 · Other

David Heller Keogh · $68K · 1 · 4th

  • PHOTO $68K
  • PHOTO 1
  • PHOTO 4th
  • PHOTO Other
  • PHOTO near Community Action Resource and Development, Inc.
  • PHOTO ind #591

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

David Heller Keogh in the asset neighbourhood

David Heller Keogh$68KCommunity Action Resource and Development, Inc.Community Action Resource an…$68KImperial Associates Keogh PlanImperial Associates Keogh Pl…$68KDuet, Inc. 403b Plan$67KSt. Luke's Lutheran Care Center Retirement PlanSt. Luke's Lutheran Care Cen…$70K
End-of-year total assets ($M) among David Heller Keogh and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

David Heller years around the 2022 move

Sponsor-wide plan assets over time

All David Heller plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.625541127490402% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.11M $1.03M ▼ -7.2%
Year Plans Participants Total Assets
2022 2 2 $1M
2023 2 2 $1M
2024 2 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$81K
Net Assets (End of Year)$68K
Net Income-$12K
Employer EIN112393146
Plan Effective Date1980-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

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

David Heller Keogh vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants David Heller Keogh, Total assets ($B): 0.000068238 · Participants: 1David Heller KeoghConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
David Heller Keogh vs. nearby Other plans in New Jersey, assets vs. participants
Compare David Heller Keogh side-by-side with 3 peers →

David Heller Keogh's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Community Action Resource and Development, Inc. in OK ($68K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David Heller Keogh assets move in 2022? ▼
David Heller Keogh declined sharply - down 15.3% during 2022, from $81K to $68K. Reported net income was -$12K.
How have David Heller plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Heller's sponsor-wide assets declined 7.6%, from $1M to $1M.
Where does David Heller Keogh rank by assets among Form 5500 filers? ▼
David Heller Keogh ranks in the 4th 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 Other plans are similar in size to David Heller Keogh? ▼
Among Other plans in other states, the closest by assets is Community Action Resource and Development, Inc. in OK ($68K, 3 participants).
Which Other plans cover a similar participant headcount to David Heller Keogh? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 112393146.

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.