Other · DOL Form 5500 · 2023

Helen Keller International, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
101
Participants Small participant base
79th
Percentile by assets National rank
$298,361
Avg per participant High balance/head
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Official DOL plan name: Helen Keller International, Inc. Retirement Plan · Sponsored by Helen Keller International, Inc. · New York · Educational Services

$30M in assets, 101 participants

Helen Keller International, Inc.'s Helen Keller International, Inc. Retirement Plan reported $30M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,403 in Educational Services (3,735 peers)

Coverage in New York

Helen Keller International, Inc. Retirement Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $30M.

#2,403
in Educational Services (3,735 peers)
+18.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Helen Keller International, Inc. Retirement Plan's outsized position by total assets

Helen Keller International, Inc. Retirement Plan vs every filed plan by assets

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

$30,134,469 Top 21% higher than 79% 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

Helen Keller International, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helen Keller International, Inc. Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helen Keller International, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Helen Keller International, Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Helen Keller International, Inc. Retirement Plan reported participants rose from 100 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135562162 · Helen Keller International, Inc. PY 2023 · Other

Helen Keller International, Inc. Retirement Plan · $30M · 101 · 79th

  • EOY $30M
  • EOY 101
  • EOY 79th
  • EOY Other
  • EOY near The Hurley Clinic 403(b) Retirement Plan
  • EOY ind #2403

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 Educational Services retirement plans → · Plans in New York →

Helen Keller International, Inc. Retirement Plan in the asset neighbourhood

Rocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$30MPalo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$30MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$30MHelen Keller International, Inc. Retirement PlanHelen Keller International, …$30MThe Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement PlanThe Northwest School of the …$30M
End-of-year total assets ($M) among Helen Keller International, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN135562162
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Keller International, Inc.)

Sponsor-wide plan assets over time

All Helen Keller International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.77534021056085% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.4M $34.5M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 100 $25M
2023 1 101 $30M
2024 1 113 $35M

Nearby Other Plans in New York

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

Helen Keller International, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Helen Keller International, Inc. Retirement Plan, Total assets ($B): 0.030134469 · Participants: 101Helen Keller International, Inc. Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Helen Keller International, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Helen Keller International, Inc. Retirement Plan side-by-side with 3 peers →

Helen Keller International, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Hurley Clinic 403(b) Retirement Plan in MI ($30M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Helen Keller International, Inc. Retirement Plan assets move in 2023? ▼
Helen Keller International, Inc. Retirement Plan grew sharply - up 18.6% during 2023, from $25M to $30M. Reported net income was $5M.
How have Helen Keller International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Keller International, Inc.'s sponsor-wide assets grew 35.8%, from $25M to $35M.
Where does Helen Keller International, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Helen Keller International, Inc. Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Helen Keller International, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Hurley Clinic 403(b) Retirement Plan in MI ($30M, 119 participants).
Which Other plans cover a similar participant headcount to Helen Keller International, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M 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 135562162.

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.