401(k) · DOL Form 5500 · 2024
Hellman Jordan Management Company Inc 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 7
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $10.9M
- Avg per participant High balance/head
Official DOL plan name: Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · Sponsored by Hellman Jordan Management Company Inc · Massachusetts · Finance & Insurance
$77M in assets, 7 participants
Hellman Jordan Management Company Inc's Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported $77M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,009 in Finance & Insurance (8,549 peers)
Where Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits by assets
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 7 participants (~$10.9M/participant), up 6.1% in 2024.
- #7,009
- in Finance & Insurance (8,549 peers)
- +6.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's outsized position by total assets
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,570,687 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042651428 · Hellman Jordan Management Company Inc PY 2024 · 401(k)
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan · $77M · 7 · 88th
- IND $77M
- IND 7
- IND 88th
- IND 401(k)
- IND near The 401(k) Savings Plan for Ghc Affiliates
- IND ind #7009
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $4M |
| Employer EIN | 042651428 |
| Plan Effective Date | 2000-12-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hellman Jordan Management Company Inc)
Sponsor-wide plan assets over time
All Hellman Jordan Management Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 18.400121463796467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $65M |
| 2023 | 1 | 7 | $72M |
| 2024 | 1 | 7 | $77M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The 401(k) Savings Plan for Ghc Affiliates in VA ($77M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- The 401(k) Savings Plan for Ghc Affiliates (VA) $77M · 5,234
- Ifit Inc. 401(k) Plan (UT) $77M · 812
- Chevron Federal Credit Union 401(k) Plan (CA) $77M · 353
- Gobrands, Inc. 401(k) Profit Sharing Plan (PA) $77M · 5,685
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.