Defined Benefit (Pension) · DOL Form 5500 · 2023

Heathary Resources, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Heathary Resources, Inc. Retirement Plan · Sponsored by Heathary Resources, Inc. · Texas · Wholesale Trade

$5M in assets, 4 participants

Heathary Resources, Inc.'s Heathary Resources, Inc. Retirement Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,174 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Heathary Resources, Inc. Retirement Plan holds $5M for 4 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#2,174
in Wholesale Trade (6,309 peers)
+2.6%
assets growth YoY

Heathary Resources, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Heathary Resources, Inc. Retirement Plan vs every filed plan by assets

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

$5,221,362 45th percentile higher than 45% 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

Heathary Resources, Inc. Retirement 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. Heathary Resources, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heathary Resources, Inc. Retirement Plan reported net income rose from -$41K in the plan year 2022 filing to $134K in the plan year 2023 filing.
  • Heathary Resources, Inc. Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Heathary Resources, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760009372 · Heathary Resources, Inc. PY 2023 · Defined Benefit (Pension)

Heathary Resources, Inc. Retirement Plan · $5M · 4 · 45th

  • BOOK $5M
  • BOOK 4
  • BOOK 45th
  • BOOK Defined Benefit (Pension)
  • BOOK near Pmps-Ila Local 1752 Plan
  • BOOK ind #2174

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 Wholesale Trade retirement plans → · Plans in Texas →

Heathary Resources, Inc. Retirement Plan in the asset neighbourhood

Sd Business Solutions, Inc. Defined Benefit PlanSd Business Solutions, Inc. …$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MPmps-Ila Local 1752 Plan$5MThe Rutland Hospital, Inc. Ret. Income PlanThe Rutland Hospital, Inc. R…$5MTrinity Episcopal School Corporation Defined Benefit Pension PlanTrinity Episcopal School Cor…$5M
End-of-year total assets ($M) among Heathary Resources, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$134K
Employer EIN760009372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heathary Resources, Inc.)

Sponsor-wide plan assets over time

All Heathary Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.6563523892135074% vs 2022
2024 filing year
$5M$5.1M$5.2M$5.3M 202220232024 $5.09M $5.05M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 4 $5M
2024 1 4 $5M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heathary Resources, Inc. Retirement Plan, Total assets ($B): 0.005221362 · Participants: 4Heathary Resources, Inc. Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heathary Resources, Inc. Retirement Plan side-by-side with 3 peers →

Heathary Resources, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pmps-Ila Local 1752 Plan in MS ($5M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Heathary Resources, Inc. Retirement Plan assets move in 2023? ▼
Heathary Resources, Inc. Retirement Plan edged up modestly - up 2.6% during 2023, from $5M to $5M. Reported net income was $134K.
How have Heathary Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heathary Resources, Inc.'s sponsor-wide assets declined 0.7%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pmps-Ila Local 1752 Plan in MS ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 760009372.

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.