Other · DOL Form 5500 · 2022

Helen Keller International, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
100
Participants Small participant base
81st
Percentile by assets National rank
$254,099
Avg per participant Above avg balance/head
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Official DOL plan name: Helen Keller International Defined Contribution Plan · Sponsored by Helen Keller International, Inc. · New York · Educational Services

$25M in assets, 100 participants

Helen Keller International, Inc.'s Helen Keller International Defined Contribution Plan reported $25M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,635 in Educational Services (4,024 peers)

Coverage in New York

Helen Keller International Defined Contribution Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $25M.

#2,635
in Educational Services (4,024 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helen Keller International Defined Contribution Plan's outsized position by total assets

Helen Keller International Defined Contribution Plan vs every filed plan by assets

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

$25,409,852 Top 19% higher than 81% 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

Helen Keller International Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helen Keller International Defined Contribution Plan is a small filing (100 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 135562162 · Helen Keller International, Inc. PY 2022 · Other

Helen Keller International Defined Contribution Plan · $25M · 100 · 81st

  • ASSETS $25M
  • PCT 100
  • EIN 81st
  • RANK Other
  • PHOTO near William Penn University 403(b) DC Plan
  • IND ind #2635

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 Educational Services retirement plans → · Plans in New York →

Helen Keller International Defined Contribution Plan in the asset neighbourhood

Aspire Indiana Employer Sponsored 403b PlanAspire Indiana Employer Spon…$25MWilliam Penn University 403(b) DC PlanWilliam Penn University 403(…$25MHelen Keller International Defined Contribution PlanHelen Keller International D…$25MOrange County Head Start Inc Retirement Savings PlanOrange County Head Start Inc…$25MAmerican Concrete Institute 403(b) PlanAmerican Concrete Institute …$25M
End-of-year total assets ($M) among Helen Keller International Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN135562162
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Keller International, Inc.)

Sponsor-wide plan assets over time

All Helen Keller International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.77534021056085% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.4M $34.5M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 100 $25M
2023 1 101 $30M
2024 1 113 $35M

Nearby Other Plans in New York

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

Helen Keller International Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Helen Keller International Defined Contribution Plan, Total assets ($B): 0.025409852 · Participants: 100Helen Keller International Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Helen Keller International Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Helen Keller International Defined Contribution Plan side-by-side with 3 peers →

Helen Keller International Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is William Penn University 403(b) DC Plan in IA ($25M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Helen Keller International Defined Contribution Plan assets move in 2022? ▼
Helen Keller International Defined Contribution Plan pulled back noticeably - down 11.0% during 2022, from $29M to $25M. Reported net income was -$3M.
How have Helen Keller International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Keller International, Inc.'s sponsor-wide assets grew 35.8%, from $25M to $35M.
Where does Helen Keller International Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Helen Keller International Defined Contribution Plan ranks in the 81st 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 Other plans are similar in size to Helen Keller International Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is William Penn University 403(b) DC Plan in IA ($25M, 141 participants).
Which Other plans cover a similar participant headcount to Helen Keller International Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants, $11M 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 135562162.

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.