Money Purchase · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$277,525
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan · Sponsored by Robert J. Hellmann, Dmd, Inc. · Missouri · Healthcare & Social Assistance

$1M in assets, 4 participants

Robert J. Hellmann, Dmd, Inc.'s Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,640 in Healthcare & Social Assistance (17,684 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 $1M / 4 participants.

#3,640
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

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 2023 · DOL Form 5500

$1,110,098 25th percentile higher than 25% 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

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension 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. Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported net income rose from -$47 in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan end-of-year assets rose from $912K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431175367 · Robert J. Hellmann, Dmd, Inc. PY 2023 · Money Purchase

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan · $1M · 4 · 25th

  • PART $1M
  • TYPE 4
  • NET 25th
  • BOOK Money Purchase
  • VS-ST near S Rao Talla Md PC Money Purchase Pension
  • BOY ind #3640

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

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MAnthony Palmieri, Dmd Money Purchase Pension PlanAnthony Palmieri, Dmd Money …$1MRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1MS Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$1MMccanliss & Early Direction Retirement PalnMccanliss & Early Direction …$1M
End-of-year total assets ($M) among Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$1M
Net Income$198K
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): 0.001110098 · Participants: 4Robert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution 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 S Rao Talla Md PC Money Purchase Pension in MI ($1M); by covered participants it is Unit Design Inc Mp in LA (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 2023. 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 2023? ▼
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan grew sharply - up 21.7% during 2023, from $912K to $1M. Reported net income was $198K.
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 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
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 S Rao Talla Md PC Money Purchase Pension in MI ($1M, 6 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 Unit Design Inc Mp in LA (4 participants, $106K 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 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.