Profit Sharing · DOL Form 5500 · 2022

Dale a. Helton, Certified Public Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$609,269
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Helton & Company Certified Public Accountants Profit Sharing Trust · Sponsored by Dale a. Helton, Certified Public · California · Professional & Technical Services

$1M in assets, 2 participants

Dale a. Helton, Certified Public's Helton & Company Certified Public Accountants Profit Sharing Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,026 in Professional & Technical Services (21,562 peers)

2022 asset change

Helton & Company Certified Public Accountants Profit Sharing Trust contracted severely 42.9% in 2022 ($2M → $1M) for 2 participants.

#5,026
in Professional & Technical Services (21,562 peers)
-42.9%
assets change YoY

The plan reported a net loss of $915K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helton & Company Certified Public Accountants Profit Sharing Trust among the smaller filed plans by assets

Helton & Company Certified Public Accountants Profit Sharing Trust vs every filed plan by assets

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

$1,218,538 27th percentile higher than 27% 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

Helton & Company Certified Public Accountants Profit Sharing Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helton & Company Certified Public Accountants Profit Sharing Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 680220192 · Dale a. Helton, Certified Public PY 2022 · Profit Sharing

Helton & Company Certified Public Accountants Profit Sharing Trust · $1M · 2 · 27th

  • PHOTO $1M
  • PHOTO 2
  • PHOTO 27th
  • PHOTO Profit Sharing
  • PHOTO near Charles E. Vilaro Nelms, Md Retirement Plan
  • PHOTO ind #5026

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 California →

Helton & Company Certified Public Accountants Profit Sharing Trust in the asset neighbourhood

Helton & Company Certified Public Accountants Profit Sharing TrustHelton & Company Certified P…$1MCharles E. Vilaro Nelms, Md Retirement PlanCharles E. Vilaro Nelms, Md …$1MTodd P. Young Employees' Profit Sharing Plan and TrustTodd P. Young Employees' Pro…$1MVanguard Hobbies, Inc. Retirement PlanVanguard Hobbies, Inc. Retir…$1MM.J. Hoag Contracting, Inc. Profit Sharing PlanM.J. Hoag Contracting, Inc. …$1M
End-of-year total assets ($M) among Helton & Company Certified Public Accountants Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$915K
Employer EIN680220192
Plan Effective Date1990-01-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Helton & Company Certified Public Accountants Profit Sharing Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Helton & Company Certified Public Accountants Profit Sharing Trust, Total assets ($B): 0.001218538 · Participants: 2Helton & Company Certified Public Accountants Profit Sharing TrustIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Helton & Company Certified Public Accountants Profit Sharing Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Helton & Company Certified Public Accountants Profit Sharing Trust side-by-side with 3 peers →

Helton & Company Certified Public Accountants Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Charles E. Vilaro Nelms, Md Retirement Plan in PR ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Helton & Company Certified Public Accountants Profit Sharing Trust assets move in 2022? ▼
Helton & Company Certified Public Accountants Profit Sharing Trust contracted severely - down 42.9% during 2022, from $2M to $1M. Reported net income was -$915K.
Which Profit Sharing plans are similar in size to Helton & Company Certified Public Accountants Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles E. Vilaro Nelms, Md Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Helton & Company Certified Public Accountants Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 680220192.

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.