401(k) · DOL Form 5500 · 2023

D C Heller & Co Inc 401(k)/ Psp 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by D C Heller & Co Inc 401(k)/ Psp · New York · Finance & Insurance

$2M in assets, 2 participants

D C Heller & Co Inc 401(k)/ Psp's D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants 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.

  • #1,991 in Finance & Insurance (8,869 peers)

D C Heller & Co Inc 401(k)/ Psp multi-year trail

D C Heller & Co Inc 401(k)/ Psp's plans moved +46.4% in assets from 2022 to 2024; this filing shows D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan at $2M / 2 participants.

#1,991
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,395,823 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

D.C. Heller & Company, Inc. 401(k) 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. D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$270K in the plan year 2022 filing to $461K in the plan year 2023 filing.
  • D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • D.C. Heller & Company, Inc. 401(k) 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 →

Published 5500 schedule card

Filing strip 133643391 · D C Heller & Co Inc 401(k)/ Psp PY 2023 · 401(k)

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan · $2M · 2 · 33rd

  • BOY $2M
  • BOY 2
  • BOY 33rd
  • BOY 401(k)
  • BOY near Timber Run Retirement Plan
  • BOY ind #1991

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 Finance & Insurance retirement plans → · Plans in New York →

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

D.C. Heller & Company, Inc. 401(k) Profit Sharing PlanD.C. Heller & Company, Inc. …$2MTimber Run Retirement Plan$2MAjax Glass & Mirror Co., Inc. 401(k) PlanAjax Glass & Mirror Co., Inc…$2MCraig Godwin, Inc. Retirement PlanCraig Godwin, Inc. Retiremen…$2MAam 15 401(k) Plan$2M
End-of-year total assets ($M) among D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

D C Heller & Co Inc 401(k)/ Psp multi-year asset trail

Sponsor-wide plan assets over time

All D C Heller & Co Inc 401(k)/ Psp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.44723795265121% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.93M $2.83M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 2 $2M
2024 1 2 $3M

D C Heller & Co Inc 401(k)/ Psp filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$461K
Employer EIN133643391
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002395823 · Participants: 2D.C. Heller & Company, Inc. 401(k) Profit Sharing PlanIBM 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
D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Timber Run Retirement Plan in MO ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.9% during 2023, from $2M to $2M. Reported net income was $461K.
How have D C Heller & Co Inc 401(k)/ Psp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D C Heller & Co Inc 401(k)/ Psp's sponsor-wide assets grew 46.4%, from $2M to $3M.
Which 401(k) plans are similar in size to D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Timber Run Retirement Plan in MO ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to D.C. Heller & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 133643391.

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.