Profit Sharing · DOL Form 5500 · 2023

Heyl Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$729K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$364,438
Avg per participant High balance/head
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Official DOL plan name: Heyl Enterprises, Inc. Retirement Plan · Sponsored by Heyl Enterprises, Inc. · Arizona · Retail Trade

$729K in assets, 2 participants

Heyl Enterprises, Inc.'s Heyl Enterprises, Inc. Retirement Plan reported $729K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,759 in Retail Trade (8,414 peers)

Heyl Enterprises, Inc. multi-year trail

Heyl Enterprises, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Heyl Enterprises, Inc. Retirement Plan at $729K / 2 participants.

#2,759
in Retail Trade (8,414 peers)
+9.9%
assets growth YoY

Heyl Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Heyl Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$728,876 21st percentile higher than 21% 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

Heyl Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heyl Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heyl Enterprises, Inc. Retirement Plan reported net income rose from -$13K in the plan year 2022 filing to $66K in the plan year 2023 filing.
  • Heyl Enterprises, Inc. Retirement Plan end-of-year assets rose from $663K in the plan year 2022 filing to $729K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464143345 · Heyl Enterprises, Inc. PY 2023 · Profit Sharing

Heyl Enterprises, Inc. Retirement Plan · $729K · 2 · 21st

  • SCH $729K
  • EBSA 2
  • PART 21st
  • TYPE Profit Sharing
  • NET near Perdue, Rayne, Davis, & White PA Profit Sharing Plan
  • BOOK ind #2759

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 Arizona →

Heyl Enterprises, Inc. Retirement Plan in the asset neighbourhood

Heyl Enterprises, Inc. Retirement PlanHeyl Enterprises, Inc. Retir…$729KPerdue, Rayne, Davis, & White PA Profit Sharing PlanPerdue, Rayne, Davis, & Whit…$729KAurora Pediatric Clinic, S.C. Restated Profit Sharing Plan & TrustAurora Pediatric Clinic, S.C…$729KMetroplex Pet Services, Inc. Retirement PlanMetroplex Pet Services, Inc.…$729KEwo Marketing Group, Inc. Retirement PlanEwo Marketing Group, Inc. Re…$729K
End-of-year total assets ($M) among Heyl Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Heyl Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heyl Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$803K 21.0840767000698% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.66M $0.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 2 $663K
2023 1 2 $729K
2024 1 2 $803K

Heyl Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$663K
Net Assets (End of Year)$729K
Net Income$66K
Employer EIN464143345
Plan Effective Date2013-11-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Heyl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Heyl Enterprises, Inc. Retirement Plan, Total assets ($M): 0.728876 · Participants: 2Heyl Enterprises, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Heyl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Heyl Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Heyl Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Perdue, Rayne, Davis, & White PA Profit Sharing Plan in DE ($729K); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heyl Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Heyl Enterprises, Inc. Retirement Plan grew at a solid clip - up 9.9% during 2023, from $663K to $729K. Reported net income was $66K.
How have Heyl Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heyl Enterprises, Inc.'s sponsor-wide assets grew 21.1%, from $663K to $803K.
Where does Heyl Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Heyl Enterprises, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Heyl Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Perdue, Rayne, Davis, & White PA Profit Sharing Plan in DE ($729K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Heyl Enterprises, Inc. Retirement 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, $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 464143345.

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.