Other · DOL Form 5500 · 2023

David Heller Retirement Plan

Data updated 2026-08-25

$976K
Total assets Small plan by assets: 1
Participants Small participant base: 23rd
Percentile by assets National rank: $975,638
Avg per participant High balance/head

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

$976K in assets, 1 participants

David Heller's David Heller Keogh reported $976K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#3,398 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

David Heller Keogh holds $976K for 1 participant - about $975,638 per participant, among the smaller plans by assets on file.

#3,398
in Healthcare & Social Assistance (17,684 peers): -6.4%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

$975,638 23rd percentile higher than 23% 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 end-of-year assets fell from $1M in the plan year 2022 filing to $976K 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 · $976K · 1 · 23rd

PHOTO $976K
IND 1
EOY 23rd
5500 Other
ASSETS near Msn Air Service, Inc
PCT ind #3398

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)	$1M
Net Assets (End of Year)	$976K
Net Income	-$67K
Employer EIN	112393146
Plan Effective Date	1983-12-31
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 Msn Air Service, Inc in NY ($974K); 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 ($976K here).

Msn Air Service, Inc (NY) $974K · 285
Virginia Child Care Resource and Referral Network (VA) $978K · 17
The Kennedy Center, Inc. 403(b) Retirement Plan (CT) $979K · 749
Epsi 403(b) Plan (TX) $970K · 139

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 pulled back noticeably - down 6.4% during 2023, from $1M to $976K. Reported net income was -$67K.

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 23rd 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 Msn Air Service, Inc in NY ($974K, 285 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.