Other · DOL Form 5500 · 2022

David Heller Retirement Plan

Q: How did David Heller Keogh assets move in 2022?

David Heller Keogh pulled back noticeably - down 6.1% during 2022, from $1M to $1M. Reported net income was -$68K.

Q: 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.

Q: Where does David Heller Keogh rank by assets among Form 5500 filers?

David Heller Keogh ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).

Q: Which Other plans are similar in size to David Heller Keogh?

Among Other plans in other states, the closest by assets is Fort Bend County Women's Center, Inc. 403(b) Plan in TX ($1M, 121 participants).

Q: 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).

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 25th
Percentile by assets National rank: $1.0M
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: David Heller Keogh · Sponsored by David Heller · New Jersey · Healthcare & Social Assistance

$1M in assets, 1 participants

David Heller's David Heller Keogh reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

#4,553 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

David Heller Keogh holds $1M for 1 participant - about $1.0M per participant, in the lower half of filed plans by assets.

#4,553
in Healthcare & Social Assistance (20,060 peers): -6.1%
assets change YoY

The plan reported a net loss of $68K 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

$1,042,175 25th percentile higher than 25% of 139,123 filed plans

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.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Plan-year Form 5500 strip

Filing strip 112393146 · David Heller PY 2022 · Other

David Heller Keogh · $1M · 1 · 25th

VS-ST $1M
BOY 1
SCH 25th
EBSA Other
PART near Fort Bend County Women's Center, Inc. 403(b) Plan
TYPE ind #4553

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 →

End-of-year total assets ($M) among David Heller Keogh and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	-$68K
Employer EIN	112393146
Plan Effective Date	1983-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (David Heller)

Latest sponsor-wide plan assets: $1M 7.625541127490402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2	$1M
2023	2	2	$1M
2024	2	2	$1M

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

Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
Princeton University Retirement Savings Plan $1.3B · 7,627
Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041

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 Fort Bend County Women's Center, Inc. 403(b) Plan in TX ($1M); 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 ($1M here).

Fort Bend County Women's Center, Inc. 403(b) Plan (TX) $1M · 121
Sacramento Regional Conservation Corps 403(b) Plan (CA) $1M · 20
The Palouse Companies 401(k) Plan (MT) $1M · 1
Retirement Plan for Employees of the Bsa,Inc. (MA) $1M · 4

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

James Nola Investment Trust (FL) 1 · 0 off
Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off

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 pulled back noticeably - down 6.1% during 2022, from $1M to $1M. Reported net income was -$68K.

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? ▼