Profit Sharing · DOL Form 5500 · 2023

Heller Real Estate Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Heller Real Estate Group, Inc. Profit Sharing Plan · Sponsored by Heller Real Estate Group, Inc. · California · Real Estate

$2M in assets, 1 participants

Heller Real Estate Group, Inc.'s Heller Real Estate Group, Inc. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 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.

  • #2,488 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Heller Real Estate Group, Inc. Profit Sharing Plan ranks #2,488 of 4,727 2023 filers by assets (1070% of the sector average)-$2M for 1 participant.

#2,488
in Real Estate (4,727 peers)
+11.4%
assets growth YoY

Heller Real Estate Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Heller Real Estate Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,426,952 33rd percentile higher than 33% 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

Heller Real Estate Group, Inc. Profit Sharing 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. Heller Real Estate Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heller Real Estate Group, Inc. Profit Sharing Plan reported net income rose from -$169K in the plan year 2022 filing to $249K in the plan year 2023 filing.
  • Heller Real Estate Group, Inc. Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Heller Real Estate Group, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330660408 · Heller Real Estate Group, Inc. PY 2023 · Profit Sharing

Heller Real Estate Group, Inc. Profit Sharing Plan · $2M · 1 · 33rd

  • RANK $2M
  • PHOTO 1
  • IND 33rd
  • EOY Profit Sharing
  • 5500 near Saad F Habba Md Keogh Plan
  • ASSETS ind #2488

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 Real Estate retirement plans → · Plans in California →

Heller Real Estate Group, Inc. Profit Sharing Plan in the asset neighbourhood

Heller Real Estate Group, Inc. Profit Sharing PlanHeller Real Estate Group, In…$2MSaad F Habba Md Keogh Plan$2MZuelzer USA Seeds LLC Retirement PlanZuelzer USA Seeds LLC Retire…$2MMaria H. Berrocal Retirement PlanMaria H. Berrocal Retirement…$2MR.M. & M.R. Stetzel D.D.S., Inc. Employees Profit-Sharing PlanR.M. & M.R. Stetzel D.D.S., …$2M
End-of-year total assets ($M) among Heller Real Estate Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$249K
Employer EIN330660408
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heller Real Estate Group, Inc.)

Sponsor-wide plan assets over time

All Heller Real Estate Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.601752096445203% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.18M $2.54M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 1 $2M
2024 1 1 $3M

Nearby Profit Sharing Plans in California

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

Heller Real Estate Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Heller Real Estate Group, Inc. Profit Sharing Plan, Total assets ($B): 0.002426952 · Participants: 1Heller Real Estate Group, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Heller Real Estate Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Heller Real Estate Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Heller Real Estate Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Saad F Habba Md Keogh Plan in NJ ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Heller Real Estate Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Heller Real Estate Group, Inc. Profit Sharing Plan grew at a solid clip - up 11.4% during 2023, from $2M to $2M. Reported net income was $249K.
How have Heller Real Estate Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Real Estate Group, Inc.'s sponsor-wide assets grew 16.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Heller Real Estate Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saad F Habba Md Keogh Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Heller Real Estate Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 330660408.

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.