Money Purchase · DOL Form 5500 · 2022
John W. Helms, Dds, PC Money Purchase Plan
Data updated 2026-08-25
- $321
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 0th
- Percentile by assets National rank
Official DOL plan name: John W. Helms, D.D.S., P.C. Money Purchase Pension Plan · Sponsored by John W. Helms, Dds, PC · Montana · Healthcare & Social Assistance
$321 in assets, N/A participants
John W. Helms, Dds, PC's John W. Helms, D.D.S., P.C. Money Purchase Pension Plan reported $321 in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.
- #24 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan contracted severely 100.0% in 2022 ($1M → $321) for N/A participants.
- #24
- in Healthcare & Social Assistance (20,060 peers)
- -100.0%
- 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.
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan among the smaller filed plans by assets
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$321 0th percentile higher than 0% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 810392152 · John W. Helms, Dds, PC PY 2022 · Money Purchase
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan · $321 · N/A · 0th
- BOOK $321
- VS-ST N/A
- BOY 0th
- SCH Money Purchase
- EBSA near Mundie & Co Profit Sharing Plan
- PART ind #24
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 Healthcare & Social Assistance retirement plans → · Plans in Montana →
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan in the asset neighbourhood
John W. Helms, Dds, PC years around the 2022 move
Sponsor-wide plan assets over time
All John W. Helms, Dds, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $321 |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $321 |
| Net Income | -$1M |
| Employer EIN | 810392152 |
| Plan Effective Date | 1980-09-29 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Billings Clinic Pension Plan $205M · 3,408
- Bozeman Health Retirement Plan $71M · 1,766
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $31M · 450
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $16M · 226
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $14M · 180
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets
Outside Montana, the nearest Money Purchase by end-of-year assets is Mundie & Co Profit Sharing Plan in IL at $175 (this filing: $321).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321 here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.