401(k) · DOL Form 5500 · 2024
Hellman Jordan Management Company Inc 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 7
- Participants
- 88th
- Percentile by assets
- $10.9M
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $77M
- total plan assets (2024 EOY)
- 7
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $10.9M
- avg assets per participant
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.
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs the 2024 asset distribution
By assets, Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan's numbers.
- By total assets, Hellman Jordan Management Company, Inc Profit Sharing and 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Hellman Jordan Management Company Inc's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Finance & Insurance plans