401(k) · DOL Form 5500 · 2022

Hellman Jordan Management Company Inc 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
8
Participants Small participant base
90th
Percentile by assets National rank
$8.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · Sponsored by Hellman Jordan Management Company Inc · Massachusetts · Finance & Insurance

$65M in assets, 8 participants

Hellman Jordan Management Company Inc's Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported $65M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,765 in Finance & Insurance (9,261 peers)

Where Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits by assets

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $65M for 8 participants (~$8.1M/participant), down 17.3% in 2022.

#7,765
in Finance & Insurance (9,261 peers)
-17.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's outsized position by total assets

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$64,671,122 Top 10% higher than 90% of 139,123 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 2022

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 042651428 · Hellman Jordan Management Company Inc PY 2022 · 401(k)

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · $65M · 8 · 90th

  • SCH $65M
  • SCH 8
  • SCH 90th
  • SCH 401(k)
  • SCH near Tlc Engineering Solutions, Inc., Savings Plan
  • SCH ind #7765

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan in the asset neighbourhood

Hi-Lex Employees Retirement Savings PlanHi-Lex Employees Retirement …$65MStrada Education Network, Inc. Savings Investment PlanStrada Education Network, In…$65MHellman Jordan Management Company, Inc Profit Sharing and 401(k) PlanHellman Jordan Management Co…$65MTlc Engineering Solutions, Inc., Savings PlanTlc Engineering Solutions, I…$65MAi-Cares Retirement Savings PlanAi-Cares Retirement Savings …$65M
End-of-year total assets ($M) among Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$65M
Net Income-$13M
Employer EIN042651428
Plan Effective Date2000-12-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellman Jordan Management Company Inc)

Sponsor-wide plan assets over time

All Hellman Jordan Management Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$77M 18.400121463796467% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $76.6M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 8 $65M
2023 1 7 $72M
2024 1 7 $77M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan, Total assets ($B): 0.064671122 · Participants: 8Hellman Jordan Management Company, Inc Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tlc Engineering Solutions, Inc., Savings Plan in FL ($65M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan assets move in 2022? ▼
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan declined sharply - down 17.3% during 2022, from $78M to $65M. Reported net income was -$13M.
How have Hellman Jordan Management Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellman Jordan Management Company Inc's sponsor-wide assets grew 18.4%, from $65M to $77M.
Where does Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tlc Engineering Solutions, Inc., Savings Plan in FL ($65M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042651428.

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.