401(k) · DOL Form 5500 · 2023

Hellmuth & Johnson, PLLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
106
Participants Small participant base
72nd
Percentile by assets National rank
$179,832
Avg per participant Above avg balance/head
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Official DOL plan name: Hellmuth & Johnson, PLLC 401(k) Plan · Sponsored by Hellmuth & Johnson, PLLC · Minnesota · Professional & Technical Services

$19M in assets, 106 participants

Hellmuth & Johnson, PLLC's Hellmuth & Johnson, PLLC 401(k) Plan reported $19M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,504 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Hellmuth & Johnson, PLLC 401(k) Plan covers 106 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.

#14,504
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY

Hellmuth & Johnson, PLLC 401(k) Plan's outsized position by total assets

Hellmuth & Johnson, PLLC 401(k) Plan vs every filed plan by assets

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

$19,062,141 Top 28% higher than 72% 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

Hellmuth & Johnson, PLLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hellmuth & Johnson, PLLC 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hellmuth & Johnson, PLLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hellmuth & Johnson, PLLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Hellmuth & Johnson, PLLC 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411991386 · Hellmuth & Johnson, PLLC PY 2023 · 401(k)

Hellmuth & Johnson, PLLC 401(k) Plan · $19M · 106 · 72nd

  • VS-ST $19M
  • VS-ST 106
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near The International Coffee Corporation Retirement Savings Plan
  • VS-ST ind #14504

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Hellmuth & Johnson, PLLC 401(k) Plan in the asset neighbourhood

Hellmuth & Johnson, PLLC 401(k) PlanHellmuth & Johnson, PLLC 401…$19MThe International Coffee Corporation Retirement Savings PlanThe International Coffee Cor…$19MTokio Marine Highland 401(k) PlanTokio Marine Highland 401(k)…$19MHrm Enterprises, Inc. 401(k) PlanHrm Enterprises, Inc. 401(k)…$19MShinhan Bank America 401(k) Profit Sharing Plan & TrustShinhan Bank America 401(k) …$19M
End-of-year total assets ($M) among Hellmuth & Johnson, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN411991386
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellmuth & Johnson, PLLC)

Sponsor-wide plan assets over time

All Hellmuth & Johnson, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 51.59793639159196% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $23.1M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 96 $15M
2023 1 106 $19M
2024 1 113 $23M

Nearby 401(k) Plans in Minnesota

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

Hellmuth & Johnson, PLLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hellmuth & Johnson, PLLC 401(k) Plan, Total assets ($B): 0.019062141 · Participants: 106Hellmuth & Johnson, PLLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Hellmuth & Johnson, PLLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Hellmuth & Johnson, PLLC 401(k) Plan side-by-side with 3 peers →

Hellmuth & Johnson, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The International Coffee Corporation Retirement Savings Plan in LA ($19M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Hellmuth & Johnson, PLLC 401(k) Plan assets move in 2023? ▼
Hellmuth & Johnson, PLLC 401(k) Plan grew sharply - up 25.1% during 2023, from $15M to $19M. Reported net income was $4M.
How have Hellmuth & Johnson, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellmuth & Johnson, PLLC's sponsor-wide assets grew 51.6%, from $15M to $23M.
Which 401(k) plans are similar in size to Hellmuth & Johnson, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The International Coffee Corporation Retirement Savings Plan in LA ($19M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Hellmuth & Johnson, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 411991386.

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.