401(k) · DOL Form 5500 · 2023

Healey Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
521
Participants Below avg headcount
83rd
Percentile by assets National rank
$74,581
Avg per participant Below avg balance/head
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Official DOL plan name: Healey Brothers, Inc. 401(k) Plan · Sponsored by Healey Brothers, Inc. · New York · Retail Trade

$39M in assets, 521 participants

Healey Brothers, Inc.'s Healey Brothers, Inc. 401(k) Plan reported $39M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,583 in Retail Trade (8,414 peers)

Where Healey Brothers, Inc. 401(k) Plan sits by assets

Healey Brothers, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 521 participants (~$74,581/participant), up 23.3% in 2023.

#7,583
in Retail Trade (8,414 peers)
+23.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Healey Brothers, Inc. 401(k) Plan's outsized position by total assets

Healey Brothers, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,856,709 Top 17% higher than 83% 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

Healey Brothers, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healey Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healey Brothers, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Healey Brothers, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Healey Brothers, Inc. 401(k) Plan reported participants rose from 487 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061554816 · Healey Brothers, Inc. PY 2023 · 401(k)

Healey Brothers, Inc. 401(k) Plan · $39M · 521 · 83rd

  • BOY $39M
  • BOY 521
  • BOY 83rd
  • BOY 401(k)
  • BOY near Fortegra Financial Corporation 401(k) Savings Plan
  • BOY ind #7583

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 Retail Trade retirement plans → · Plans in New York →

Healey Brothers, Inc. 401(k) Plan in the asset neighbourhood

Healey Brothers, Inc. 401(k) PlanHealey Brothers, Inc. 401(k)…$39MFortegra Financial Corporation 401(k) Savings PlanFortegra Financial Corporati…$39MGoldsboro Milling Company 401(k) Profit Sharing Plan & TrustGoldsboro Milling Company 40…$39MQubicaamf Worldwide, LLC 401(k) PlanQubicaamf Worldwide, LLC 401…$39MSelectransportation Resources, L.L.C. Retirement Savings PlanSelectransportation Resource…$39M
End-of-year total assets ($M) among Healey Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN061554816
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healey Brothers, Inc.)

Sponsor-wide plan assets over time

All Healey Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 38.819252387890806% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.5M $43.7M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 487 $32M
2023 1 521 $39M
2024 1 576 $44M

Nearby 401(k) Plans in New York

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

Healey Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Healey Brothers, Inc. 401(k) Plan, Total assets ($B): 0.038856709 · Participants: 521Healey Brothers, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Healey Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Healey Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

Healey Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fortegra Financial Corporation 401(k) Savings Plan in FL ($39M); by covered participants it is Woods Supermarket, Inc. 401(k) Profit Sharing Plan in MO (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Healey Brothers, Inc. 401(k) Plan assets move in 2023? ▼
Healey Brothers, Inc. 401(k) Plan grew sharply - up 23.3% during 2023, from $32M to $39M. Reported net income was $7M.
How have Healey Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healey Brothers, Inc.'s sponsor-wide assets grew 38.8%, from $32M to $44M.
Where does Healey Brothers, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Healey Brothers, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healey Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortegra Financial Corporation 401(k) Savings Plan in FL ($39M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Healey Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woods Supermarket, Inc. 401(k) Profit Sharing Plan in MO (521 participants, $5M 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 061554816.

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.