Profit Sharing · DOL Form 5500 · 2022

Heller Real Estate Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Heller Real Estate Group, Inc. Profit Sharing Plan · Sponsored by Heller Real Estate Group, Inc. · California · Real Estate

$2M in assets, 2 participants

Heller Real Estate Group, Inc.'s Heller Real Estate Group, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,704 in Real Estate (5,057 peers)

Heller Real Estate Group, Inc. multi-year trail

Heller Real Estate Group, Inc.'s plans moved +16.6% in assets from 2022 to 2024; this filing shows Heller Real Estate Group, Inc. Profit Sharing Plan at $2M / 2 participants.

#2,704
in Real Estate (5,057 peers)
-7.2%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heller Real Estate Group, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Heller Real Estate Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,177,734 35th percentile higher than 35% 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

Heller Real Estate Group, Inc. Profit Sharing 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. Heller Real Estate Group, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 330660408 · Heller Real Estate Group, Inc. PY 2022 · Profit Sharing

Heller Real Estate Group, Inc. Profit Sharing Plan · $2M · 2 · 35th

  • RANK $2M
  • RANK 2
  • RANK 35th
  • RANK Profit Sharing
  • RANK near Donald M. Churilla Profit Sharing Plan
  • RANK ind #2704

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 Real Estate retirement plans → · Plans in California →

Heller Real Estate Group, Inc. Profit Sharing Plan in the asset neighbourhood

Heller Real Estate Group, Inc. Profit Sharing PlanHeller Real Estate Group, In…$2MDonald M. Churilla Profit Sharing PlanDonald M. Churilla Profit Sh…$2MWestern Title Company Profit Sharing PlanWestern Title Company Profit…$2MQual Electronics Corporation Retirement PlanQual Electronics Corporation…$2MLookout Equities Inc. Retirement PlanLookout Equities Inc. Retire…$2M
End-of-year total assets ($M) among Heller Real Estate Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Heller Real Estate Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heller Real Estate Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.601752096445203% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.18M $2.54M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 1 $2M
2024 1 1 $3M

Heller Real Estate Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$169K
Employer EIN330660408
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Heller Real Estate Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Heller Real Estate Group, Inc. Profit Sharing Plan, Total assets ($B): 0.002177734 · Participants: 2Heller Real Estate Group, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Heller Real Estate Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Heller Real Estate Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Heller Real Estate Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Donald M. Churilla Profit Sharing Plan in UT ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Heller Real Estate Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Heller Real Estate Group, Inc. Profit Sharing Plan pulled back noticeably - down 7.2% during 2022, from $2M to $2M. Reported net income was -$169K.
How have Heller Real Estate Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Real Estate Group, Inc.'s sponsor-wide assets grew 16.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Heller Real Estate Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Donald M. Churilla Profit Sharing Plan in UT ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Heller Real Estate Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 330660408.

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.