Other · DOL Form 5500 · 2024

David Heller Retirement Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $68,202
Avg per participant Below avg balance/head

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Official DOL plan name: David Heller Keogh · Sponsored by David Heller · Florida · Healthcare & Social Assistance

$68K in assets, 1 participants

David Heller's David Heller Keogh reported $68K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#538 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

David Heller Keogh holds $68K for 1 participant - about $68,202 per participant, among the smaller plans by assets on file.

#538
in Healthcare & Social Assistance (16,916 peers): -1.6%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Heller Keogh among the smaller filed plans by assets

David Heller Keogh vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$68,202 5th percentile higher than 5% 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

David Heller Keogh among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Heller Keogh is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

David Heller Keogh reported net income fell from $1K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
David Heller Keogh end-of-year assets fell from $69K in the plan year 2023 filing to $68K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112393146 · David Heller PY 2024 · Other

David Heller Keogh · $68K · 1 · 5th

EIN $68K
EIN 1
EIN 5th
EIN Other
EIN near Community Action Resource and Development, Inc.
EIN ind #538

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among David Heller Keogh and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$69K
Net Assets (End of Year)	$68K
Net Income	-$1K
Employer EIN	112393146
Plan Effective Date	1980-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (David Heller)

Latest sponsor-wide plan assets: $1M 7.625541127490402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2	$1M
2023	2	2	$1M
2024	2	2	$1M

Nearby Other Plans in Florida

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

David Heller Keogh vs. nearby Other plans in Florida, assets vs. participants

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
University of Miami Retirement Savings Plan $2.1B · 12,711
Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
Lee Health System 403(b) Retirement Plan $1.3B · 16,909

Compare David Heller Keogh side-by-side with 3 peers →

David Heller Keogh's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Action Resource and Development, Inc. in OK ($68K); by covered participants it is Gramly & Associates Inc Retirement Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Community Action Resource and Development, Inc. (OK) $68K · 3
Family Endeavors 403b Retirement Plan (TX) $67K · 8
Manchester Educational Foundation 403b Plan (PA) $70K · 3
Lucky View Enterprises 401(k) Profir Sharing (MI) $70K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
Shebesta Group Savings Plan (OH) 1 · 0 off
Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
Lourdes Kutbi Rivera Retirement Plan (PR) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David Heller Keogh assets move in 2024? ▼

David Heller Keogh edged down modestly - down 1.6% during 2024, from $69K to $68K. Reported net income was -$1K.

How have David Heller plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), David Heller's sponsor-wide assets declined 7.6%, from $1M to $1M.

Where does David Heller Keogh rank by assets among Form 5500 filers? ▼

David Heller Keogh ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Other plans are similar in size to David Heller Keogh? ▼

Among Other plans in other states, the closest by assets is Community Action Resource and Development, Inc. in OK ($68K, 3 participants).

Which Other plans cover a similar participant headcount to David Heller Keogh? ▼

Among Other plans in other states, the closest by covered participants is Gramly & Associates Inc Retirement Plan in WI (1 participant, $103K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112393146.