Defined Benefit (Pension) · DOL Form 5500 · 2022

Helen Andrews, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$308,032
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helen Andrews, Inc. Defined Benefit Pension Plan · Sponsored by Helen Andrews, Inc. · New York · Other Services

$2M in assets, 6 participants

Helen Andrews, Inc.'s Helen Andrews, Inc. Defined Benefit Pension Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,703 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Helen Andrews, Inc. Defined Benefit Pension Plan ranks #4,703 of 8,398 2022 filers by assets (1086% of the sector average)-$2M for 6 participants.

#4,703
in Other Services (8,398 peers)
+1.5%
assets growth YoY

Helen Andrews, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Helen Andrews, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,848,189 33rd percentile higher than 33% 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 Andrews, Inc. Defined Benefit Pension 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. Helen Andrews, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 223088658 · Helen Andrews, Inc. PY 2022 · Defined Benefit (Pension)

Helen Andrews, Inc. Defined Benefit Pension Plan · $2M · 6 · 33rd

  • PART $2M
  • TYPE 6
  • NET 33rd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan
  • BOY ind #4703

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 Other Services retirement plans → · Plans in New York →

Helen Andrews, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Helen Andrews, Inc. Defined Benefit Pension PlanHelen Andrews, Inc. Defined …$2MBansi Corp. Dba Total Care Pharmacy Defined Benefit Pension PlanBansi Corp. Dba Total Care P…$2MHackensack Radiology Group, P.a. Cash Balance PlanHackensack Radiology Group, …$2MRetina Care Center, PC Cash Balance PlanRetina Care Center, PC Cash …$2MRobert J. Anderson, M.D., P.a. Defined Benefit Pension TrustRobert J. Anderson, M.D., P.…$2M
End-of-year total assets ($M) among Helen Andrews, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$27K
Employer EIN223088658
Plan Effective Date1985-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Andrews, Inc.)

Sponsor-wide plan assets over time

All Helen Andrews, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.266962956710596% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.85M $1.51M ▼ -18.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 4 $2M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Helen Andrews, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Helen Andrews, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001848189 · Participants: 6Helen Andrews, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Helen Andrews, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Helen Andrews, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Helen Andrews, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan in CA ($2M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Andrews, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Helen Andrews, Inc. Defined Benefit Pension Plan edged up modestly - up 1.5% during 2022, from $2M to $2M. Reported net income was $27K.
How have Helen Andrews, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Andrews, Inc.'s sponsor-wide assets declined 18.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Helen Andrews, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bansi Corp. Dba Total Care Pharmacy Defined Benefit Pension Plan in CA ($2M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Helen Andrews, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 223088658.

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.