Defined Benefit (Pension) · DOL Form 5500 · 2022

Heathary Resources, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
51st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Heathary Resources, Inc. Retirement Plan · Sponsored by Heathary Resources, Inc. · Texas · Wholesale Trade

$5M in assets, 5 participants

Heathary Resources, Inc.'s Heathary Resources, Inc. Retirement Plan reported $5M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,656 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Heathary Resources, Inc. Retirement Plan holds $5M for 5 participants - about $1.0M per participant, above the median plan by assets.

#2,656
in Wholesale Trade (6,843 peers)
-0.8%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heathary Resources, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Heathary Resources, Inc. Retirement Plan vs every filed plan by assets

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

$5,087,511 Top 49% higher than 51% 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

Heathary Resources, 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. Heathary Resources, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 760009372 · Heathary Resources, Inc. PY 2022 · Defined Benefit (Pension)

Heathary Resources, Inc. Retirement Plan · $5M · 5 · 51st

  • RANK $5M
  • PHOTO 5
  • IND 51st
  • EOY Defined Benefit (Pension)
  • 5500 near Severance Pay Plan of Michigan Teamsters Joint Council 43 and Its Affiliates
  • ASSETS ind #2656

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 Wholesale Trade retirement plans → · Plans in Texas →

Heathary Resources, Inc. Retirement Plan in the asset neighbourhood

Pension Plan for the Employees of Edward John Noble Foundation, Inc.Pension Plan for the Employe…$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MRoofers and Slaters Local 248 Pension PlanRoofers and Slaters Local 24…$5MSeverance Pay Plan of Michigan Teamsters Joint Council 43 and Its AffiliatesSeverance Pay Plan of Michig…$5MPaulo Products Company Employees' Pension PlanPaulo Products Company Emplo…$5M
End-of-year total assets ($M) among Heathary Resources, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$41K
Employer EIN760009372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heathary Resources, Inc.)

Sponsor-wide plan assets over time

All Heathary Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.6563523892135074% vs 2022
2024 filing year
$5M$5.1M$5.2M$5.3M 202220232024 $5.09M $5.05M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 4 $5M
2024 1 4 $5M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heathary Resources, Inc. Retirement Plan, Total assets ($B): 0.005087511 · Participants: 5Heathary Resources, Inc. Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heathary Resources, Inc. Retirement Plan side-by-side with 3 peers →

Heathary Resources, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Severance Pay Plan of Michigan Teamsters Joint Council 43 and Its Affiliates in MI ($5M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Heathary Resources, Inc. Retirement Plan assets move in 2022? ▼
Heathary Resources, Inc. Retirement Plan held essentially flat - down 0.8% during 2022, from $5M to $5M. Reported net income was -$41K.
How have Heathary Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heathary Resources, Inc.'s sponsor-wide assets declined 0.7%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Severance Pay Plan of Michigan Teamsters Joint Council 43 and Its Affiliates in MI ($5M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 760009372.

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.