Profit Sharing · DOL Form 5500 · 2022
Helmbrecht Solutions Inc Profit Sharing Plan
Data updated 2026-08-25
- $545K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $544,966
- Avg per participant High balance/head
Official DOL plan name: Jason M Helmbrecht Profit Sharing Plan · Sponsored by Helmbrecht Solutions Inc · Ohio · Professional & Technical Services
$545K in assets, 1 participants
Helmbrecht Solutions Inc's Jason M Helmbrecht Profit Sharing Plan reported $545K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,315 in Professional & Technical Services (21,562 peers)
2022 asset change
Jason M Helmbrecht Profit Sharing Plan contracted severely 58.9% in 2022 ($1M → $545K) for 1 participant.
- #3,315
- in Professional & Technical Services (21,562 peers)
- -58.9%
- assets change YoY
The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jason M Helmbrecht Profit Sharing Plan among the smaller filed plans by assets
Jason M Helmbrecht Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$544,966 19th percentile higher than 19% 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
Jason M Helmbrecht Profit Sharing 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. Jason M Helmbrecht Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 341848909 · Helmbrecht Solutions Inc PY 2022 · Profit Sharing
Jason M Helmbrecht Profit Sharing Plan · $545K · 1 · 19th
- BOY $545K
- SCH 1
- EBSA 19th
- PART Profit Sharing
- TYPE near Mastering Mountains, Inc. Retirement Plan
- NET ind #3315
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 Ohio →
Jason M Helmbrecht Profit Sharing Plan in the asset neighbourhood
Helmbrecht Solutions Inc years around the 2022 move
Sponsor-wide plan assets over time
All Helmbrecht Solutions Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $545K |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $545K |
| Net Income | -$782K |
| Employer EIN | 341848909 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Jason M Helmbrecht Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Mastering Mountains, Inc. Retirement Plan in CO ($545K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($545K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.