Other · DOL Form 5500 · 2023

David Heller Retirement Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $69,315
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: David Heller Keogh · Sponsored by David Heller · New Jersey · Healthcare & Social Assistance

$69K in assets, 1 participants

David Heller's David Heller Keogh reported $69K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#599 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

David Heller Keogh holds $69K for 1 participant - about $69,315 per participant, among the smaller plans by assets on file.

#599
in Healthcare & Social Assistance (17,684 peers): +1.6%
assets growth YoY

David Heller Keogh among the smaller filed plans by assets

David Heller Keogh vs every filed plan by assets

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

$69,315 5th percentile higher than 5% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

David Heller Keogh among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Heller Keogh is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

David Heller Keogh reported net income rose from -$12K in the plan year 2022 filing to $1K in the plan year 2023 filing.
David Heller Keogh end-of-year assets rose from $68K in the plan year 2022 filing to $69K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112393146 · David Heller PY 2023 · Other

David Heller Keogh · $69K · 1 · 5th

VS-ST $69K
VS-ST 1
VS-ST 5th
VS-ST Other
VS-ST near New York Council for the Humanities Tax-Sheltered Annuity Plan
VS-ST ind #599

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among David Heller Keogh and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$68K
Net Assets (End of Year)	$69K
Net Income	$1K
Employer EIN	112393146
Plan Effective Date	1980-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (David Heller)

Latest sponsor-wide plan assets: $1M 7.625541127490402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2	$1M
2023	2	2	$1M
2024	2	2	$1M

Nearby Other Plans in New Jersey

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

David Heller Keogh vs. nearby Other plans in New Jersey, assets vs. participants

Princeton University Retirement Plan $2.1B · 8,456
Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
Princeton University Retirement Savings Plan $1.5B · 7,955
Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936

Compare David Heller Keogh side-by-side with 3 peers →

David Heller Keogh's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is New York Council for the Humanities Tax-Sheltered Annuity Plan in NY ($69K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69K here).

New York Council for the Humanities Tax-Sheltered Annuity Plan (NY) $69K · N/A
Manchester Educational Foundation 403b Plan (PA) $70K · 4
Good of All (DC) $69K · 4
Lucky View Enterprises 401(k) Profit Sharing (MI) $70K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

James Nola Investment Trust (FL) 1 · 0 off
Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 1 · 0 off

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 David Heller Keogh assets move in 2023? ▼

David Heller Keogh edged up modestly - up 1.6% during 2023, from $68K to $69K. Reported net income was $1K.

How have David Heller plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), David Heller's sponsor-wide assets declined 7.6%, from $1M to $1M.

Where does David Heller Keogh rank by assets among Form 5500 filers? ▼

David Heller Keogh ranks in the 5th 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 Other plans are similar in size to David Heller Keogh? ▼

Among Other plans in other states, the closest by assets is New York Council for the Humanities Tax-Sheltered Annuity Plan in NY ($69K, N/A participants).

Which Other plans cover a similar participant headcount to David Heller Keogh? ▼

Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 112393146.