401(k) · DOL Form 5500 · 2023

Helendale Dermatology & Medical Spa PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
37th
Percentile by assets National rank
$157,985
Avg per participant Above avg balance/head
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Official DOL plan name: Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan · Sponsored by Helendale Dermatology & Medical Spa PLLC · New York · Healthcare & Social Assistance

$3M in assets, 21 participants

Helendale Dermatology & Medical Spa PLLC's Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan reported $3M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,855 in Healthcare & Social Assistance (17,684 peers)

Helendale Dermatology & Medical Spa PLLC multi-year trail

Helendale Dermatology & Medical Spa PLLC's plans moved +16.9% in assets from 2022 to 2024; this filing shows Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan at $3M / 21 participants.

#6,855
in Healthcare & Social Assistance (17,684 peers)
+0.9%
assets growth YoY

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,317,676 37th percentile higher than 37% of 127,068 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 2023

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan reported net income rose from -$769K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421626824 · Helendale Dermatology & Medical Spa PLLC PY 2023 · 401(k)

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan · $3M · 21 · 37th

  • PCT $3M
  • EIN 21
  • RANK 37th
  • PHOTO 401(k)
  • IND near Behavioral Innovations Retirement Savings Plan
  • EOY ind #6855

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 New York →

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing PlanHelendale Dermatology & Medi…$3MBehavioral Innovations Retirement Savings PlanBehavioral Innovations Retir…$3MThreat Tec, LLC 401(k) Plan$3MBridgewest Capital Management LLC 401(k) and Profit Sharing PlanBridgewest Capital Managemen…$3MArcadia Management Services 401(k) Savings PlanArcadia Management Services …$3M
End-of-year total assets ($M) among Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helendale Dermatology & Medical Spa PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Helendale Dermatology & Medical Spa PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.857280291116776% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.29M $3.84M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 21 $3M
2024 1 28 $4M

Helendale Dermatology & Medical Spa PLLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$29K
Employer EIN421626824
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003317676 · Participants: 21Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Behavioral Innovations Retirement Savings Plan in TX ($3M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan assets move in 2023?
Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan held essentially flat - up 0.9% during 2023, from $3M to $3M. Reported net income was $29K.
How have Helendale Dermatology & Medical Spa PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Helendale Dermatology & Medical Spa PLLC's sponsor-wide assets grew 16.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Behavioral Innovations Retirement Savings Plan in TX ($3M, 1,692 participants).
Which 401(k) plans cover a similar participant headcount to Helendale Dermatology & Medical Spa, PLLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M in assets).