Profit Sharing · DOL Form 5500 · 2022
Heller, Holmes & Associates, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 13
- Participants
- 65th
- Percentile by assets
- $776,843
- Avg per participant
Official DOL plan name: Harlan Heller, Ltd. Profit Sharing Plan · Sponsored by Heller, Holmes & Associates, P.C. · Illinois · Professional & Technical Services
$10M in assets, 13 participants
Heller, Holmes & Associates, P.C.'s Harlan Heller, Ltd. Profit Sharing Plan reported $10M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 139,126 plans)
- #13,765 in Professional & Technical Services (21,562 peers)
Heller, Holmes & Associates, P.C. multi-year trail
Heller, Holmes & Associates, P.C.'s plans moved +10.9% in assets from 2022 to 2024; this filing shows Harlan Heller, Ltd. Profit Sharing Plan at $10M / 13 participants.
- $10M
- total plan assets (2022 EOY)
- 13
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $776,843
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heller, Holmes & Associates, P.C. across 3 plan years on file
Across the 3 plan years Heller, Holmes & Associates, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 10.9%, while reported participants moved from 13 to 12 (-7.7%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).
Heller, Holmes & Associates, P.C. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $10M |
| 2023 | 1 | 15 | $10M |
| 2024 | 1 | 12 | $11M |
Heller, Holmes & Associates, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 370969656 |
| Plan Effective Date | 1974-09-04 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Harlan Heller, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Harlan Heller, Ltd. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Harlan Heller, Ltd. Profit Sharing Plan assets move in 2022? ▼
How have Heller, Holmes & Associates, P.C. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Harlan Heller, Ltd. Profit Sharing Plan? ▼
Next read for Harlan Heller, Ltd. Profit Sharing Plan
Multi-year trail
Ways to act on Harlan Heller, Ltd. Profit Sharing Plan's numbers.
- By total assets, Harlan Heller, Ltd. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Heller, Holmes & Associates, P.C.'s sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans