Defined Benefit (Pension) · DOL Form 5500 · 2024

Heathary Resources, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Heathary Resources, Inc. Retirement Plan · Sponsored by Heathary Resources, Inc. · Texas · Wholesale Trade

$5M in assets, 4 participants

Heathary Resources, Inc.'s Heathary Resources, Inc. Retirement Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,948 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Heathary Resources, Inc. Retirement Plan holds $5M for 4 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#1,948
in Wholesale Trade (6,080 peers)
-3.2%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heathary Resources, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Heathary Resources, Inc. Retirement Plan vs every filed plan by assets

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

$5,054,119 42nd percentile higher than 42% of 123,620 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 2024

Heathary Resources, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heathary Resources, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heathary Resources, Inc. Retirement Plan reported net income fell from $134K in the plan year 2023 filing to -$167K in the plan year 2024 filing.
  • Heathary Resources, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760009372 · Heathary Resources, Inc. PY 2024 · Defined Benefit (Pension)

Heathary Resources, Inc. Retirement Plan · $5M · 4 · 42nd

  • PHOTO $5M
  • IND 4
  • EOY 42nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Herschel Kulefsky, Esq. Retirement Plan
  • PCT ind #1948

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 Wholesale Trade retirement plans → · Plans in Texas →

Heathary Resources, Inc. Retirement Plan in the asset neighbourhood

Iron Workers Local 580 Shop Pension FundIron Workers Local 580 Shop …$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MHerschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MThe Challenge Machinery Company Frozen Defined Benefit PlanThe Challenge Machinery Comp…$5MEide Bailly Equity Partner Retirement PlanEide Bailly Equity Partner R…$5M
End-of-year total assets ($M) among Heathary Resources, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$167K
Employer EIN760009372
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heathary Resources, Inc.)

Sponsor-wide plan assets over time

All Heathary Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.6563523892135074% vs 2022
2024 filing year
$5M$5.1M$5.2M$5.3M 202220232024 $5.09M $5.05M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 4 $5M
2024 1 4 $5M

Nearby Defined Benefit (Pension) Plans in Texas

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

Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Heathary Resources, Inc. Retirement Plan, Total assets ($B): 0.005054119 · Participants: 4Heathary Resources, Inc. Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Heathary Resources, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heathary Resources, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Herschel Kulefsky, Esq. Retirement Plan in NY ($5M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

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 Heathary Resources, Inc. Retirement Plan assets move in 2024? ▼
Heathary Resources, Inc. Retirement Plan edged down modestly - down 3.2% during 2024, from $5M to $5M. Reported net income was -$167K.
How have Heathary Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heathary Resources, Inc.'s sponsor-wide assets declined 0.7%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Herschel Kulefsky, Esq. Retirement Plan in NY ($5M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heathary Resources, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 760009372.

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.