Money Purchase · DOL Form 5500 · 2022

Robert J. Hellmann, Dmd, Inc. Money Purchase Plan

Data updated 2026-08-25

$912K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$228,077
Avg per participant Above avg balance/head
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Official DOL plan name: Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan · Sponsored by Robert J. Hellmann, Dmd, Inc. · Missouri · Healthcare & Social Assistance

$912K in assets, 4 participants

Robert J. Hellmann, Dmd, Inc.'s Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported $912K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,188 in Healthcare & Social Assistance (20,060 peers)

Robert J. Hellmann, Dmd, Inc. multi-year trail

Robert J. Hellmann, Dmd, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan at $912K / 4 participants.

#4,188
in Healthcare & Social Assistance (20,060 peers)
-0.0%
assets change YoY

The plan reported a net loss of $47 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan among the smaller filed plans by assets

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$912,309 24th percentile higher than 24% of 139,123 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 2022

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 431175367 · Robert J. Hellmann, Dmd, Inc. PY 2022 · Money Purchase

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan · $912K · 4 · 24th

  • PART $912K
  • PART 4
  • PART 24th
  • PART Money Purchase
  • PART near Michael Gordon, M.D., Inc. Money Purchase Pension Plan
  • PART ind #4188

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 Missouri →

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan in the asset neighbourhood

Michael Gordon, M.D., Inc. Money Purchase Pension PlanMichael Gordon, M.D., Inc. M…$916KParallel Vision, Inc. Pension PlanParallel Vision, Inc. Pensio…$919KRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$912KJ. Fred Hambright, Inc. Pension PlanJ. Fred Hambright, Inc. Pens…$905KRunnymede Capital Management, Inc. Money Purchase Pension PlanRunnymede Capital Management…$904K
End-of-year total assets ($M) among Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Robert J. Hellmann, Dmd, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert J. Hellmann, Dmd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.33801312297003% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.86M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 8 $2M
2023 2 8 $3M
2024 2 4 $3M

Robert J. Hellmann, Dmd, Inc. filing trail (2022)

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$912K
Net Income-$47
Employer EIN431175367
Plan Effective Date1980-05-12
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan, Total assets ($B): 0.000912309 · Participants: 4Robert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.468547543 · Participants: 4522Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.816691381 · Participants: 3894NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.65948638 · Participants: 2110Saint Louis University Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.458065235 · Participants: 2445Brewery Conference/Anheuser-Busch Defined Contribution PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.433209554 · Participants: 5977The Children's Mercy Hospital Retirement Plan
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Michael Gordon, M.D., Inc. Money Purchase Pension Plan in CA ($916K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan assets move in 2022? ▼
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan held essentially flat - down 0.0% during 2022, from $912K to $912K. Reported net income was -$47.
How have Robert J. Hellmann, Dmd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Hellmann, Dmd, Inc.'s sponsor-wide assets grew 23.3%, from $2M to $3M.
Where does Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Michael Gordon, M.D., Inc. Money Purchase Pension Plan in CA ($916K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431175367.

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.