Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$912K
Total assets
4
Participants
24th
Percentile by assets
$228,077
Avg per participant
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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.

  • 24th percentile by assets (of 139,126 plans)
  • #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.

$912K
total plan assets (2022 EOY)
4
covered participants
24th
percentile by assets (of 139,126 plans)
$228,077
avg assets per participant

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.

Where Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan sits by total 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 $2,010,000,000 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

State
Missouri
Industry
Healthcare & Social Assistance

Robert J. Hellmann, Dmd, Inc. across 3 plan years on file

Across the 3 plan years Robert J. Hellmann, Dmd, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 23.3%, while reported participants moved from 8 to 4 (-50.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

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

$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.86M ▲ +23.3%
Total plan assets by year, all Robert J. Hellmann, Dmd, Inc. plans on file
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

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, …Local No. 1 IBEW Pen…NECA-IBEW Pension Be…Saint Louis Universi…Brewery Conference/A…The Children's Mercy…
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 Purc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan by total assets, not by location.

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).

Next read for Robert J. Hellmann, Dmd, Inc. Money Purc…

Multi-year trail

Ways to act on Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan's numbers.

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.