Defined Benefit (Pension) · DOL Form 5500 · 2023

Helen Andrews, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$309,095
Avg per participant High balance/head
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Official DOL plan name: Helen Andrews, Inc. Defined Benefit Pension Plan · Sponsored by Helen Andrews, Inc. · New York · Other Services

$2M in assets, 6 participants

Helen Andrews, Inc.'s Helen Andrews, Inc. Defined Benefit Pension Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,292 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Helen Andrews, Inc. Defined Benefit Pension Plan ranks #4,292 of 7,857 2023 filers by assets (1082% of the sector average)-$2M for 6 participants.

#4,292
in Other Services (7,857 peers)
+0.3%
assets growth YoY

Helen Andrews, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Helen Andrews, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,854,572 30th percentile higher than 30% 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 Andrews, Inc. Defined Benefit Pension 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. Helen Andrews, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helen Andrews, Inc. Defined Benefit Pension Plan reported net income fell from $27K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223088658 · Helen Andrews, Inc. PY 2023 · Defined Benefit (Pension)

Helen Andrews, Inc. Defined Benefit Pension Plan · $2M · 6 · 30th

  • TYPE $2M
  • NET 6
  • BOOK 30th
  • VS-ST Defined Benefit (Pension)
  • BOY near Red Castle, Inc.Defined Benefit Pension Plan
  • SCH ind #4292

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 Other Services retirement plans → · Plans in New York →

Helen Andrews, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Bruce Lorman Sole Proprietor Defined Benefit Pension PlanBruce Lorman Sole Proprietor…$2MCreative Product Sourcing, Inc. Defined Benefit Pension PlanCreative Product Sourcing, I…$2MMeghal V. Parikh, Md Inc. Defined Benefit Pension PlanMeghal V. Parikh, Md Inc. De…$2MHelen Andrews, Inc. Defined Benefit Pension PlanHelen Andrews, Inc. Defined …$2MRed Castle, Inc.Defined Benefit Pension PlanRed Castle, Inc.Defined Bene…$2M
End-of-year total assets ($M) among Helen Andrews, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$6K
Employer EIN223088658
Plan Effective Date1985-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Andrews, Inc.)

Sponsor-wide plan assets over time

All Helen Andrews, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.266962956710596% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.85M $1.51M ▼ -18.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 4 $2M

Nearby Defined Benefit (Pension) Plans in New York

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

Helen Andrews, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Helen Andrews, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001854572 · Participants: 6Helen Andrews, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Helen Andrews, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Helen Andrews, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Red Castle, Inc.Defined Benefit Pension Plan in CA ($2M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Andrews, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Helen Andrews, Inc. Defined Benefit Pension Plan held essentially flat - up 0.3% during 2023, from $2M to $2M. Reported net income was $6K.
How have Helen Andrews, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Andrews, Inc.'s sponsor-wide assets declined 18.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Helen Andrews, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Red Castle, Inc.Defined Benefit Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Helen Andrews, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 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 223088658.

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.