401(k) · DOL Form 5500 · 2024
Healey Brothers, Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 576
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $75,940
- Avg per participant Below avg balance/head
Official DOL plan name: Healey Brothers, Inc. 401(k) Plan · Sponsored by Healey Brothers, Inc. · New York · Retail Trade
$44M in assets, 576 participants
Healey Brothers, Inc.'s Healey Brothers, Inc. 401(k) Plan reported $44M in total assets and 576 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,245 in Retail Trade (8,048 peers)
Where Healey Brothers, Inc. 401(k) Plan sits by assets
Healey Brothers, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 576 participants (~$75,940/participant), up 12.6% in 2024.
- #7,245
- in Retail Trade (8,048 peers)
- +12.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Healey Brothers, Inc. 401(k) Plan's outsized position by total assets
Healey Brothers, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,741,691 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Healey Brothers, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healey Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (576 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healey Brothers, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Healey Brothers, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Healey Brothers, Inc. 401(k) Plan reported participants rose from 521 in the plan year 2023 filing to 576 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 061554816 · Healey Brothers, Inc. PY 2024 · 401(k)
Healey Brothers, Inc. 401(k) Plan · $44M · 576 · 83rd
- IND $44M
- EOY 576
- 5500 83rd
- ASSETS 401(k)
- PCT near Indigo Ag, Inc. 401(k) Plan
- EIN ind #7245
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 Retail Trade retirement plans → · Plans in New York →
Healey Brothers, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 061554816 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healey Brothers, Inc.)
Sponsor-wide plan assets over time
All Healey Brothers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 38.819252387890806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 487 | $32M |
| 2023 | 1 | 521 | $39M |
| 2024 | 1 | 576 | $44M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Healey Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Indigo Ag, Inc. 401(k) Plan in MA ($44M); by covered participants it is Metaltek International, Inc. Wisconsin Centrifugal Division 401(k) Retirement Plan in WI (576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (576 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.