Money Purchase · DOL Form 5500 · 2022
John W. Helms, Dds, PC Money Purchase Plan
Data updated 2026-08-11
- $321
- Total assets
- N/A
- Participants
- 0th
- Percentile by assets
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.
- 0th percentile by assets (of 139,126 plans)
- #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.
- $321
- total plan assets (2022 EOY)
- N/A
- covered participants
- 0th
- percentile by assets (of 139,126 plans)
- -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.
Where John W. Helms, D.D.S., P.C. Money Purchase Pension Plan sits by total 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
2022 asset move for John W. Helms, D.D.S., P.C. Money Purchase Pension Plan
Year over year, total assets contracted severely from $1M at the start of 2022 to $321 at year-end (down 100.0%). Net assets closed at $321; reported net income -$1M.
John W. Helms, Dds, PC years around the 2022 move
| 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.
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to John W. Helms, D.D.S., P.C. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did John W. Helms, D.D.S., P.C. Money Purchase Pension Plan assets move in 2022? ▼
Where does John W. Helms, D.D.S., P.C. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to John W. Helms, D.D.S., P.C. Money Purchase Pension Plan? ▼
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2022 change
Ways to act on John W. Helms, D.D.S., P.C. Money Purchase Pension Plan's numbers.
- By total assets, John W. Helms, D.D.S., P.C. Money Purchase Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans