Other · DOL Form 5500 · 2024
David Heller Retirement Plan
Data updated 2026-08-25
- $958K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $957,536
- Avg per participant High balance/head
Official DOL plan name: David Heller Keogh · Sponsored by David Heller · Florida · Healthcare & Social Assistance
$958K in assets, 1 participants
David Heller's David Heller Keogh reported $958K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,146 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
David Heller Keogh holds $958K for 1 participant - about $957,536 per participant, among the smaller plans by assets on file.
- #3,146
- in Healthcare & Social Assistance (16,916 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $18K 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
$957,536 23rd percentile higher than 23% 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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Heller Keogh reported net income rose from -$67K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
- David Heller Keogh end-of-year assets fell from $976K in the plan year 2023 filing to $958K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 112393146 · David Heller PY 2024 · Other
David Heller Keogh · $958K · 1 · 23rd
- EOY $958K
- 5500 1
- ASSETS 23rd
- PCT Other
- EIN near Delta Community Action Foundation, Inc. Tsa Pension Plan
- RANK ind #3146
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 →
David Heller Keogh in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $976K |
|---|---|
| Net Assets (End of Year) | $958K |
| Net Income | -$18K |
| Employer EIN | 112393146 |
| Plan Effective Date | 1983-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David Heller)
Sponsor-wide plan assets over time
All David Heller plans reported in each filing year
- 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.
- 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
David Heller Keogh's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Delta Community Action Foundation, Inc. Tsa Pension Plan in OK ($959K); 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 ($958K here).
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.