Profit Sharing · DOL Form 5500 · 2023

Aronowitz & Helgeson, P.C. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Aronowitz & Helgeson, P.C. Profit Sharing Plan · Sponsored by Aronowitz & Helgeson, P.C. · Colorado · Professional & Technical Services

$4M in assets, 2 participants

Aronowitz & Helgeson, P.C.'s Aronowitz & Helgeson, P.C. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,832 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Aronowitz & Helgeson, P.C. Profit Sharing Plan holds $4M for 2 participants - about $2.1M per participant, in the lower half of filed plans by assets.

#7,832
in Professional & Technical Services (20,321 peers)
-1.7%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aronowitz & Helgeson, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aronowitz & Helgeson, P.C. Profit Sharing Plan vs every filed plan by assets

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

$4,189,439 41st percentile higher than 41% 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

Aronowitz & Helgeson, P.C. Profit Sharing 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. Aronowitz & Helgeson, P.C. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 840797587 · Aronowitz & Helgeson, P.C. PY 2023 · Profit Sharing

Aronowitz & Helgeson, P.C. Profit Sharing Plan · $4M · 2 · 41st

  • PHOTO $4M
  • IND 2
  • EOY 41st
  • 5500 Profit Sharing
  • ASSETS near Sterling Supply, Inc. Restated Profit Sharing Plan
  • PCT ind #7832

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 Colorado →

Aronowitz & Helgeson, P.C. Profit Sharing Plan in the asset neighbourhood

Aronowitz & Helgeson, P.C. Profit Sharing PlanAronowitz & Helgeson, P.C. P…$4MSterling Supply, Inc. Restated Profit Sharing PlanSterling Supply, Inc. Restat…$4MJoseph T. Backe, M.D., P.a. Profit Sharing PlanJoseph T. Backe, M.D., P.a. …$4MV. Marchese, Inc. Profit Sharing PlanV. Marchese, Inc. Profit Sha…$4MLake County Surgeons, P.C. Profit Sharing Plan & TrustLake County Surgeons, P.C. P…$4M
End-of-year total assets ($M) among Aronowitz & Helgeson, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$71K
Employer EIN840797587
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aronowitz & Helgeson, P.C.)

Sponsor-wide plan assets over time

All Aronowitz & Helgeson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.267974065262676% vs 2023
2024 filing year
$4.12M$4.14M$4.16M$4.18M$4.2M 20232024 $4.19M $4.14M ▼ -1.2%
Year Plans Participants Total Assets
2023 1 2 $4M
2024 1 2 $4M

Nearby Profit Sharing Plans in Colorado

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

Aronowitz & Helgeson, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Aronowitz & Helgeson, P.C. Profit Sharing Plan, Total assets ($M): 4.189439 · Participants: 2Aronowitz & Helgeson, P.C. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Aronowitz & Helgeson, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Aronowitz & Helgeson, P.C. Profit Sharing Plan side-by-side with 3 peers →

Aronowitz & Helgeson, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Sterling Supply, Inc. Restated Profit Sharing Plan in MN ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Aronowitz & Helgeson, P.C. Profit Sharing Plan assets move in 2023? ▼
Aronowitz & Helgeson, P.C. Profit Sharing Plan edged down modestly - down 1.7% during 2023, from $4M to $4M. Reported net income was -$71K.
How have Aronowitz & Helgeson, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aronowitz & Helgeson, P.C.'s sponsor-wide assets declined 1.3%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Aronowitz & Helgeson, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sterling Supply, Inc. Restated Profit Sharing Plan in MN ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Aronowitz & Helgeson, P.C. Profit Sharing 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, $5M 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 840797587.

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.