401(k) · DOL Form 5500 · 2023

Hellam, Varon & Co., Inc. P.S. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
39
Participants Small participant base
69th
Percentile by assets National rank
$431,359
Avg per participant High balance/head
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Official DOL plan name: Hellam, Varon & Co., Inc. P.S. 401(k) Plan · Sponsored by Hellam, Varon & Co., Inc. P.S. · Washington · Professional & Technical Services

$17M in assets, 39 participants

Hellam, Varon & Co., Inc. P.S.'s Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported $17M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,981 in Professional & Technical Services (20,321 peers)

Hellam, Varon & Co., Inc. P.S. multi-year trail

Hellam, Varon & Co., Inc. P.S.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Hellam, Varon & Co., Inc. P.S. 401(k) Plan at $17M / 39 participants.

#13,981
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's outsized position by total assets

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs every filed plan by assets

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

$16,823,015 Top 31% higher than 69% 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

Hellam, Varon & Co., Inc. P.S. 401(k) 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. Hellam, Varon & Co., Inc. P.S. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hellam, Varon & Co., Inc. P.S. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported participants rose from 38 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911223179 · Hellam, Varon & Co., Inc. P.S. PY 2023 · 401(k)

Hellam, Varon & Co., Inc. P.S. 401(k) Plan · $17M · 39 · 69th

  • SCH $17M
  • SCH 39
  • SCH 69th
  • SCH 401(k)
  • SCH near Butcherbox 401(k) Plan
  • SCH ind #13981

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 Washington →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan in the asset neighbourhood

Nussbaum Transportation Services, Inc. 401(k) Plan & TrustNussbaum Transportation Serv…$17MSilversky Inc 401(k) Plan$17MHellam, Varon & Co., Inc. P.S. 401(k) PlanHellam, Varon & Co., Inc. P.…$17MButcherbox 401(k) Plan$17MSiegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$17M
End-of-year total assets ($M) among Hellam, Varon & Co., Inc. P.S. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hellam, Varon & Co., Inc. P.S. multi-year asset trail

Sponsor-wide plan assets over time

All Hellam, Varon & Co., Inc. P.S. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.9807075213902% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $19.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 38 $14M
2023 1 39 $17M
2024 1 41 $19M

Hellam, Varon & Co., Inc. P.S. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN911223179
Plan Effective Date2008-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Hellam, Varon & Co., Inc. P.S. 401(k) Plan, Total assets ($B): 0.016823015 · Participants: 39Hellam, Varon & Co., Inc. P.S. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Hellam, Varon & Co., Inc. P.S. 401(k) Plan side-by-side with 3 peers →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Butcherbox 401(k) Plan in MA ($17M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Hellam, Varon & Co., Inc. P.S. 401(k) Plan assets move in 2023? ▼
Hellam, Varon & Co., Inc. P.S. 401(k) Plan grew sharply - up 17.4% during 2023, from $14M to $17M. Reported net income was $2M.
How have Hellam, Varon & Co., Inc. P.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellam, Varon & Co., Inc. P.S.'s sponsor-wide assets grew 35.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butcherbox 401(k) Plan in MA ($17M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 911223179.

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.