401(k) · DOL Form 5500 · 2023

Heller Pension Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$446,685
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust · Sponsored by Heller Pension Associates, Inc. · New York · Professional & Technical Services

$4M in assets, 8 participants

Heller Pension Associates, Inc.'s Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,220 in Professional & Technical Services (20,321 peers)

Heller Pension Associates, Inc. multi-year trail

Heller Pension Associates, Inc.'s plans moved +40.4% in assets from 2022 to 2024; this filing shows Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust at $4M / 8 participants.

#7,220
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs every filed plan by assets

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

$3,573,477 38th percentile higher than 38% 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 Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust 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 Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust reported net income rose from -$687K in the plan year 2022 filing to $627K in the plan year 2023 filing.
  • Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464034505 · Heller Pension Associates, Inc. PY 2023 · 401(k)

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust · $4M · 8 · 38th

  • TYPE $4M
  • TYPE 8
  • TYPE 38th
  • TYPE 401(k)
  • TYPE near Plocher Holding Company 401(k) Profit Sharing Plan
  • TYPE ind #7220

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 Professional & Technical Services retirement plans → · Plans in New York →

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust in the asset neighbourhood

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & TrustHeller Pension Associates, I…$4MPlocher Holding Company 401(k) Profit Sharing PlanPlocher Holding Company 401(…$4MSmith Chason College, Inc. 401(k) PlanSmith Chason College, Inc. 4…$4MAp Sound, LLC. 401(k) Profit Sharing PlanAp Sound, LLC. 401(k) Profit…$4MLieber & Moore Cardiology 401(k) Profit Sharing Plan & TrustLieber & Moore Cardiology 40…$4M
End-of-year total assets ($M) among Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heller Pension Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heller Pension Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.394611874812036% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.95M $4.14M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $4M
2024 1 8 $4M

Heller Pension Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$627K
Employer EIN464034505
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust, Total assets ($B): 0.003573477 · Participants: 8Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust side-by-side with 3 peers →

Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Plocher Holding Company 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust assets move in 2023? ▼
Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust grew sharply - up 21.3% during 2023, from $3M to $4M. Reported net income was $627K.
How have Heller Pension Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller Pension Associates, Inc.'s sponsor-wide assets grew 40.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Plocher Holding Company 401(k) Profit Sharing Plan in CA ($4M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Heller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 464034505.

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.