Profit Sharing · DOL Form 5500 · 2022

Helfand Consulting, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$37,492
Avg per participant Low balance/head
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Official DOL plan name: Helfand Consulting, Inc. Retirement Plan · Sponsored by Helfand Consulting, Inc. · Florida · Administrative & Support Services

$75K in assets, 2 participants

Helfand Consulting, Inc.'s Helfand Consulting, Inc. Retirement Plan reported $75K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #569 in Administrative & Support Services (4,927 peers)

Helfand Consulting, Inc. multi-year trail

Helfand Consulting, Inc.'s plans moved +17.3% in assets from 2022 to 2024; this filing shows Helfand Consulting, Inc. Retirement Plan at $75K / 2 participants.

#569
in Administrative & Support Services (4,927 peers)
-50.0%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helfand Consulting, Inc. Retirement Plan among the smaller filed plans by assets

Helfand Consulting, Inc. Retirement Plan vs every filed plan by assets

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

$74,984 5th percentile higher than 5% 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

Helfand Consulting, Inc. Retirement 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. Helfand Consulting, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 843763148 · Helfand Consulting, Inc. PY 2022 · Profit Sharing

Helfand Consulting, Inc. Retirement Plan · $75K · 2 · 5th

  • IND $75K
  • EOY 2
  • 5500 5th
  • ASSETS Profit Sharing
  • PCT near A.M. Harmon Enterprises Inc. Retirement Plan
  • EIN ind #569

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 Administrative & Support Services retirement plans → · Plans in Florida →

Helfand Consulting, Inc. Retirement Plan in the asset neighbourhood

A.M. Harmon Enterprises Inc. Retirement PlanA.M. Harmon Enterprises Inc.…$75KBusiness Lending Advocate, Inc. Retirement PlanBusiness Lending Advocate, I…$75KJtmck Enterprises, Inc. Profit Sharing PlanJtmck Enterprises, Inc. Prof…$75KJmr Capital Holdings, Inc. Retirement PlanJmr Capital Holdings, Inc. R…$75KHelfand Consulting, Inc. Retirement PlanHelfand Consulting, Inc. Ret…$75K
End-of-year total assets ($M) among Helfand Consulting, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Helfand Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helfand Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88K 17.27301824389203% vs 2022
2024 filing year
$0.06M$0.07M$0.08M$0.09M$0.1M 202220232024 $0.07M $0.09M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 2 $75K
2023 1 2 $89K
2024 1 2 $88K

Helfand Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$75K
Net Income-$75K
Employer EIN843763148
Plan Effective Date2019-12-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Helfand Consulting, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Helfand Consulting, Inc. Retirement Plan, Total assets ($B): 0.000074984 · Participants: 2Helfand Consulting, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Helfand Consulting, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Helfand Consulting, Inc. Retirement Plan side-by-side with 3 peers →

Helfand Consulting, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is A.M. Harmon Enterprises Inc. Retirement Plan in MO ($75K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Helfand Consulting, Inc. Retirement Plan assets move in 2022? ▼
Helfand Consulting, Inc. Retirement Plan contracted severely - down 50.0% during 2022, from $150K to $75K. Reported net income was -$75K.
How have Helfand Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helfand Consulting, Inc.'s sponsor-wide assets grew 17.3%, from $75K to $88K.
Where does Helfand Consulting, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Helfand Consulting, Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Helfand Consulting, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A.M. Harmon Enterprises Inc. Retirement Plan in MO ($75K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Helfand Consulting, Inc. Retirement Plan? ▼
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 843763148.

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.