Profit Sharing · DOL Form 5500 · 2023

Heliarc Welding Service Inc. Profit Sharing Plan

Data updated 2026-08-25

$890K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$889,820
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heliarc Welding Service Profit Sharing Plan Trust · Sponsored by Heliarc Welding Service Inc. · Colorado · Manufacturing

$890K in assets, 1 participants

Heliarc Welding Service Inc.'s Heliarc Welding Service Profit Sharing Plan Trust reported $890K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,826 in Manufacturing (18,722 peers)

2023 asset change

Heliarc Welding Service Profit Sharing Plan Trust declined sharply 19.2% in 2023 ($1M → $890K) for 1 participant.

#1,826
in Manufacturing (18,722 peers)
-19.2%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heliarc Welding Service Profit Sharing Plan Trust among the smaller filed plans by assets

Heliarc Welding Service Profit Sharing Plan Trust vs every filed plan by assets

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

$889,820 23rd percentile higher than 23% 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

Heliarc Welding Service 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. Heliarc Welding Service Profit Sharing Plan Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heliarc Welding Service Profit Sharing Plan Trust reported net income fell from $80K in the plan year 2022 filing to -$226K in the plan year 2023 filing.
  • Heliarc Welding Service Profit Sharing Plan Trust reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Heliarc Welding Service Profit Sharing Plan Trust end-of-year assets fell from $1M in the plan year 2022 filing to $890K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840627695 · Heliarc Welding Service Inc. PY 2023 · Profit Sharing

Heliarc Welding Service Profit Sharing Plan Trust · $890K · 1 · 23rd

  • SCH $890K
  • EBSA 1
  • PART 23rd
  • TYPE Profit Sharing
  • NET near India House Brass Inc Profit Sharing Plan
  • BOOK ind #1826

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 Manufacturing retirement plans → · Plans in Colorado →

Heliarc Welding Service Profit Sharing Plan Trust in the asset neighbourhood

Heliarc Welding Service Profit Sharing Plan TrustHeliarc Welding Service Prof…$890KIndia House Brass Inc Profit Sharing PlanIndia House Brass Inc Profit…$889KKirosa Company Retirement PlanKirosa Company Retirement Pl…$889KMetro Pavia at Home Savings and Retirement PlanMetro Pavia at Home Savings …$889KFelipe Fontanez Sullivan Profit Sharing PlanFelipe Fontanez Sullivan Pro…$891K
End-of-year total assets ($M) among Heliarc Welding Service Profit Sharing Plan Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Heliarc Welding Service Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Heliarc Welding Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.9534015692567999% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.1M $1.12M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 1 $890K
2024 1 1 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$869K
Net Income-$226K
Employer EIN840627695
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Heliarc Welding Service Profit Sharing Plan Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Heliarc Welding Service Profit Sharing Plan Trust, Total assets ($M): 0.88982 · Participants: 1Heliarc Welding Service Profit Sharing Plan TrustHensel 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.
Heliarc Welding Service Profit Sharing Plan Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Heliarc Welding Service Profit Sharing Plan Trust side-by-side with 3 peers →

Heliarc Welding Service Profit Sharing Plan Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is India House Brass Inc Profit Sharing Plan in GA ($889K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Heliarc Welding Service Profit Sharing Plan Trust assets move in 2023? ▼
Heliarc Welding Service Profit Sharing Plan Trust declined sharply - down 19.2% during 2023, from $1M to $890K. Reported net income was -$226K.
How have Heliarc Welding Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heliarc Welding Service Inc.'s sponsor-wide assets grew 2.0%, from $1M to $1M.
Where does Heliarc Welding Service Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Heliarc Welding Service Profit Sharing Plan Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Heliarc Welding Service Profit Sharing Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is India House Brass Inc Profit Sharing Plan in GA ($889K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Heliarc Welding Service Profit Sharing Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 840627695.

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.