How big is Joel I. Heller, D.M.D.'s plan?

Joel I. Heller, D.M.D.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260513141206NAL0007560241001

Joel I. Heller, D.M.D.

Name: Joel I. Heller, D.M.D. — Joel I. Heller, D.M.D., Form 5500 (2025)
Creator: Joel I. Heller, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel I. Heller, D.M.D. Defined Benefit Plan

Defined-benefit pension plan · Joel I. Heller, D.M.D.'s Joel I. Heller, D.M.D. Defined Benefit Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joel Heller signed Joel I. Heller, D.M.D.'s 2025 Form 5500 as plan administrator.

Joel Heller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joel I. Heller, D.M.D.'s EIN is 11-2519754.

EIN 11-2519754

Plan number 001

Plan year 2025

ACK ID 20260513141206NAL0007560241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joel I. Heller, D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joel I. Heller, D.M.D.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL I. HELLER, D.M.D..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score