Profit Sharing · DOL Form 5500 · 2022
Heller, Holmes & Associates, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $776,843
- Avg per participant High balance/head
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.
- #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.
- #13,765
- in Professional & Technical Services (21,562 peers)
- -10.2%
- assets change YoY
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.
Harlan Heller, Ltd. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Harlan Heller, Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,098,962 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Harlan Heller, Ltd. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harlan Heller, Ltd. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
DOL schedule card
Filing strip 370969656 · Heller, Holmes & Associates, P.C. PY 2022 · Profit Sharing
Harlan Heller, Ltd. Profit Sharing Plan · $10M · 13 · 65th
- BOOK $10M
- VS-ST 13
- BOY 65th
- SCH Profit Sharing
- EBSA near D.W. Nicholson Corporation Profit Sharing Plan
- PART ind #13765
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Harlan Heller, Ltd. Profit Sharing Plan in the asset neighbourhood
Heller, Holmes & Associates, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Heller, Holmes & Associates, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.929350957058755% vs 2022
- 2024 filing year
| 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.
- 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
Harlan Heller, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is D.W. Nicholson Corporation Profit Sharing Plan in CA ($10M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.