401(k) · DOL Form 5500 · 2022

Ned R. Healy & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
34
Participants Small participant base
58th
Percentile by assets National rank
$209,909
Avg per participant Above avg balance/head
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Official DOL plan name: Ned R Healy & Co., Inc. Employee Savings & Retirement Plan · Sponsored by Ned R. Healy & Company, Inc. · California · Wholesale Trade

$7M in assets, 34 participants

Ned R. Healy & Company, Inc.'s Ned R Healy & Co., Inc. Employee Savings & Retirement Plan reported $7M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,293 in Wholesale Trade (6,843 peers)

2022 asset change

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan declined sharply 21.6% in 2022 ($9M → $7M) for 34 participants.

#3,293
in Wholesale Trade (6,843 peers)
-21.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan vs every filed plan by assets

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

$7,136,906 Top 42% higher than 58% 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

Ned R Healy & Co., Inc. Employee Savings & Retirement 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. Ned R Healy & Co., Inc. Employee Savings & Retirement Plan is a small filing (34 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 952629897 · Ned R. Healy & Company, Inc. PY 2022 · 401(k)

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan · $7M · 34 · 58th

  • PHOTO $7M
  • PHOTO 34
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Carcoustics USA, Inc 401(k) Plan
  • PHOTO ind #3293

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 California →

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan in the asset neighbourhood

Ned R Healy & Co., Inc. Employee Savings & Retirement PlanNed R Healy & Co., Inc. Empl…$7MCarcoustics USA, Inc 401(k) PlanCarcoustics USA, Inc 401(k) …$7MWhitmor, Inc. Employees' Profit Sharing PlanWhitmor, Inc. Employees' Pro…$7MRetirement Income Security Plan-American Crafts, LLCRetirement Income Security P…$7MIllinois Central Companies 401(k) and Profit Sharing PlanIllinois Central Companies 4…$7M
End-of-year total assets ($M) among Ned R Healy & Co., Inc. Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ned R. Healy & Company, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Ned R. Healy & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.391746507520206% vs 2022
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 202220232024 $7.14M $7.66M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 34 $7M
2023 1 36 $7M
2024 1 39 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN952629897
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ned R Healy & Co., Inc. Employee Savings & Retirement Plan, Total assets ($B): 0.007136906 · Participants: 34Ned R Healy & Co., Inc. Employee Savings & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ned R Healy & Co., Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ned R Healy & Co., Inc. Employee Savings & Retirement Plan side-by-side with 3 peers →

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carcoustics USA, Inc 401(k) Plan in MI ($7M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Ned R Healy & Co., Inc. Employee Savings & Retirement Plan assets move in 2022? ▼
Ned R Healy & Co., Inc. Employee Savings & Retirement Plan declined sharply - down 21.6% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Ned R. Healy & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ned R. Healy & Company, Inc.'s sponsor-wide assets grew 7.4%, from $7M to $8M.
Which 401(k) plans are similar in size to Ned R Healy & Co., Inc. Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carcoustics USA, Inc 401(k) Plan in MI ($7M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Ned R Healy & Co., Inc. Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M 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 952629897.

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.