Profit Sharing · DOL Form 5500 · 2023

Robert J. Hellmann, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$368,223
Avg per participant High balance/head
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Official DOL plan name: Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust · Sponsored by Robert J. Hellmann, Inc. · Missouri · Healthcare & Social Assistance

$1M in assets, 4 participants

Robert J. Hellmann, Inc.'s Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,256 in Healthcare & Social Assistance (17,684 peers)

Robert J. Hellmann, Inc. multi-year trail

Robert J. Hellmann, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust at $1M / 4 participants.

#4,256
in Healthcare & Social Assistance (17,684 peers)
+4.8%
assets growth YoY

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,472,890 27th percentile higher than 27% 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. Profit Sharing Plan & Trust 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. Profit Sharing Plan & Trust 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. Profit Sharing Plan & Trust reported net income fell from $153K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431175367 · Robert J. Hellmann, Inc. PY 2023 · Profit Sharing

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust · $1M · 4 · 27th

  • TYPE $1M
  • TYPE 4
  • TYPE 27th
  • TYPE Profit Sharing
  • TYPE near Southern Star Distributors, Inc., Ltd. Profit Sharing Plan
  • TYPE ind #4256

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. Profit Sharing Plan & Trust in the asset neighbourhood

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & TrustRobert J. Hellmann, Dmd, Inc…$1MSouthern Star Distributors, Inc., Ltd. Profit Sharing PlanSouthern Star Distributors, …$1MRinis Travel Service Profit Sharing PlanRinis Travel Service Profit …$1MPeople Sustaining Kings Valley 403(b) PlanPeople Sustaining Kings Vall…$1MWood It, Inc. Retirement Plan$1M
End-of-year total assets ($M) among Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Robert J. Hellmann, 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, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$67K
Employer EIN431175367
Plan Effective Date1980-05-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.00147289 · Participants: 4Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & TrustBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (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. Profit Sharing Plan & Trust assets move in 2023? ▼
Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust edged up modestly - up 4.8% during 2023, from $1M to $1M. Reported net income was $67K.
How have Robert J. Hellmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Hellmann, Inc.'s sponsor-wide assets grew 23.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern Star Distributors, Inc., Ltd. Profit Sharing Plan in TX ($1M, 67 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 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.