401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
36
Participants Small participant base
52nd
Percentile by assets National rank
$201,371
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, 36 participants

Ned R. Healy & Company, Inc.'s Ned R Healy & Co., Inc. Employee Savings & Retirement Plan reported $7M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,645 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan holds $7M for 36 participants - about $201,371 per participant, above the median plan by assets.

#2,645
in Wholesale Trade (6,309 peers)
+1.6%
assets growth YoY

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 2023 · DOL Form 5500

$7,249,347 Top 48% higher than 52% of 127,068 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 2023

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan among smaller filed plans by headcount

Plan-year 2023 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 (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ned R Healy & Co., Inc. Employee Savings & Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Ned R Healy & Co., Inc. Employee Savings & Retirement Plan reported participants rose from 34 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Ned R Healy & Co., Inc. Employee Savings & Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952629897 · Ned R. Healy & Company, Inc. PY 2023 · 401(k)

Ned R Healy & Co., Inc. Employee Savings & Retirement Plan · $7M · 36 · 52nd

  • RANK $7M
  • PHOTO 36
  • IND 52nd
  • EOY 401(k)
  • 5500 near Roger Bettis Trucking, Inc. 401(k) Plan
  • ASSETS ind #2645

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…$7MRoger Bettis Trucking, Inc. 401(k) PlanRoger Bettis Trucking, Inc. …$7MLwin Family Co. Retirement PlanLwin Family Co. Retirement P…$7MOrthoanesthesia PC 401(k) PlanOrthoanesthesia PC 401(k) Pl…$7MMeridian Group 401(k) Profit Sharing Plan & TrustMeridian Group 401(k) Profit…$7M
End-of-year total assets ($M) among Ned R Healy & Co., Inc. Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$112K
Employer EIN952629897
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ned R. Healy & Company, Inc.)

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

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): 0.007249347 · Participants: 36Ned R Healy & Co., Inc. Employee Savings & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Roger Bettis Trucking, Inc. 401(k) Plan in OH ($7M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Ned R Healy & Co., Inc. Employee Savings & Retirement Plan edged up modestly - up 1.6% during 2023, from $7M to $7M. Reported net income was $112K.
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 Roger Bettis Trucking, Inc. 401(k) Plan in OH ($7M, 121 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 Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.