Defined Benefit (Pension) · DOL Form 5500 · 2024

Helen Andrews, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$377,645
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, 4 participants

Helen Andrews, Inc.'s Helen Andrews, Inc. Defined Benefit Pension Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,958 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Helen Andrews, Inc. Defined Benefit Pension Plan ranks #3,958 of 7,719 2024 filers by assets (1329% of the sector average)-$2M for 4 participants.

#3,958
in Other Services (7,719 peers)
-18.5%
assets change YoY

The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$1,510,581 27th percentile higher than 27% 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

Helen Andrews, Inc. Defined Benefit Pension 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. Helen Andrews, Inc. Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helen Andrews, Inc. Defined Benefit Pension Plan reported net income fell from $6K in the plan year 2023 filing to -$344K in the plan year 2024 filing.
  • Helen Andrews, Inc. Defined Benefit Pension Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Helen Andrews, Inc. Defined Benefit Pension Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223088658 · Helen Andrews, Inc. PY 2024 · Defined Benefit (Pension)

Helen Andrews, Inc. Defined Benefit Pension Plan · $2M · 4 · 27th

  • SCH $2M
  • EBSA 4
  • PART 27th
  • TYPE Defined Benefit (Pension)
  • NET near Fourteen Ninety Two Films Inc Defined Benefit Pension Plan
  • BOOK ind #3958

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

Helen Andrews, Inc. Defined Benefit Pension PlanHelen Andrews, Inc. Defined …$2MFourteen Ninety Two Films Inc Defined Benefit Pension PlanFourteen Ninety Two Films In…$2MAnthony Grant, Inc. Retirement PlanAnthony Grant, Inc. Retireme…$2MDavid a. Berg, Inc. Cash Balance Pension PlanDavid a. Berg, Inc. Cash Bal…$2MRaymond W M Cheung, M.D.Apmc Defined Benefit PlanRaymond W M Cheung, M.D.Apmc…$2M
End-of-year total assets ($M) among Helen Andrews, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$344K
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 -505101520 Total assets ($B) Participants Helen Andrews, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001510581 · Participants: 4Helen Andrews, Inc. Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
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 Fourteen Ninety Two Films Inc Defined Benefit Pension Plan in CA ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Helen Andrews, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Helen Andrews, Inc. Defined Benefit Pension Plan declined sharply - down 18.5% during 2024, from $2M to $2M. Reported net income was -$344K.
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 Fourteen Ninety Two Films Inc Defined Benefit Pension Plan in CA ($2M, 5 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 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 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.