401(k) · DOL Form 5500 · 2022

Hellam, Varon & Co., Inc. P.S. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
38
Participants Small participant base
72nd
Percentile by assets National rank
$377,070
Avg per participant High balance/head
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Official DOL plan name: Hellam, Varon & Co., Inc. P.S. 401(k) Plan · Sponsored by Hellam, Varon & Co., Inc. P.S. · Washington · Professional & Technical Services

$14M in assets, 38 participants

Hellam, Varon & Co., Inc. P.S.'s Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported $14M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,374 in Professional & Technical Services (21,562 peers)

Hellam, Varon & Co., Inc. P.S. multi-year trail

Hellam, Varon & Co., Inc. P.S.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Hellam, Varon & Co., Inc. P.S. 401(k) Plan at $14M / 38 participants.

#15,374
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's outsized position by total assets

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs every filed plan by assets

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

$14,328,641 Top 28% higher than 72% 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

Hellam, Varon & Co., Inc. P.S. 401(k) 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. Hellam, Varon & Co., Inc. P.S. 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 911223179 · Hellam, Varon & Co., Inc. P.S. PY 2022 · 401(k)

Hellam, Varon & Co., Inc. P.S. 401(k) Plan · $14M · 38 · 72nd

  • RANK $14M
  • PHOTO 38
  • IND 72nd
  • EOY 401(k)
  • 5500 near Seemann Composites, LLC 401(k) Plan
  • ASSETS ind #15374

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 Washington →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan in the asset neighbourhood

Hellam, Varon & Co., Inc. P.S. 401(k) PlanHellam, Varon & Co., Inc. P.…$14MSeemann Composites, LLC 401(k) PlanSeemann Composites, LLC 401(…$14MGarden Spot Village 401(k) PlanGarden Spot Village 401(k) P…$14MBraga Ranch 401(k) Plan$14MSouthern Urology, LLC 401(k) Plan and TrustSouthern Urology, LLC 401(k)…$14M
End-of-year total assets ($M) among Hellam, Varon & Co., Inc. P.S. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hellam, Varon & Co., Inc. P.S. multi-year asset trail

Sponsor-wide plan assets over time

All Hellam, Varon & Co., Inc. P.S. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.9807075213902% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $19.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 38 $14M
2023 1 39 $17M
2024 1 41 $19M

Hellam, Varon & Co., Inc. P.S. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN911223179
Plan Effective Date2008-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Hellam, Varon & Co., Inc. P.S. 401(k) Plan, Total assets ($B): 0.014328641 · Participants: 38Hellam, Varon & Co., Inc. P.S. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Hellam, Varon & Co., Inc. P.S. 401(k) Plan side-by-side with 3 peers →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Seemann Composites, LLC 401(k) Plan in MS ($14M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Hellam, Varon & Co., Inc. P.S. 401(k) Plan assets move in 2022? ▼
Hellam, Varon & Co., Inc. P.S. 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Hellam, Varon & Co., Inc. P.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellam, Varon & Co., Inc. P.S.'s sponsor-wide assets grew 35.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seemann Composites, LLC 401(k) Plan in MS ($14M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A 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 911223179.

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.