401(k) · DOL Form 5500 · 2023

Hellman Jordan Management Company Inc 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
7
Participants Small participant base
89th
Percentile by assets National rank
$10.3M
Avg per participant High balance/head
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Official DOL plan name: Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · Sponsored by Hellman Jordan Management Company Inc · Massachusetts · Finance & Insurance

$72M in assets, 7 participants

Hellman Jordan Management Company Inc's Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported $72M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,340 in Finance & Insurance (8,869 peers)

Where Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits by assets

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 7 participants (~$10.3M/participant), up 11.6% in 2023.

#7,340
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's outsized position by total assets

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$72,174,550 Top 11% higher than 89% 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

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042651428 · Hellman Jordan Management Company Inc PY 2023 · 401(k)

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · $72M · 7 · 89th

  • PHOTO $72M
  • IND 7
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Sakata Employee Profit Sharing & Savings Plan
  • PCT ind #7340

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan in the asset neighbourhood

Sakata Employee Profit Sharing & Savings PlanSakata Employee Profit Shari…$72MMaxim Group, LLC 401(k) Plan$72MHellman Jordan Management Company, Inc Profit Sharing and 401(k) PlanHellman Jordan Management Co…$72MPennsylvania State Education Association 401(k) Retirement PlanPennsylvania State Education…$72MOrion Engineered Carbons 401(k) Savings PlanOrion Engineered Carbons 401…$72M
End-of-year total assets ($M) among Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$72M
Net Income$8M
Employer EIN042651428
Plan Effective Date2000-12-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellman Jordan Management Company Inc)

Sponsor-wide plan assets over time

All Hellman Jordan Management Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$77M 18.400121463796467% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $76.6M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 8 $65M
2023 1 7 $72M
2024 1 7 $77M

Nearby 401(k) Plans in Massachusetts

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

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan, Total assets ($B): 0.07217455 · Participants: 7Hellman Jordan Management Company, Inc Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sakata Employee Profit Sharing & Savings Plan in CA ($72M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan assets move in 2023? ▼
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $65M to $72M. Reported net income was $8M.
How have Hellman Jordan Management Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellman Jordan Management Company Inc's sponsor-wide assets grew 18.4%, from $65M to $77M.
Where does Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sakata Employee Profit Sharing & Savings Plan in CA ($72M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042651428.

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.