401(k) · DOL Form 5500 · 2024

Hellam, Varon & Co., Inc. P.S. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$471,729
Avg per participant High balance/head
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Official DOL plan name: Hellam, Varon & Co., Inc. P.S. 401(k) Plan · Sponsored by Hellam, Varon & Co., Inc. P.S. · Washington · Professional & Technical Services

$19M in assets, 41 participants

Hellam, Varon & Co., Inc. P.S.'s Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported $19M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,878 in Professional & Technical Services (20,173 peers)

Hellam, Varon & Co., Inc. P.S. multi-year trail

Hellam, Varon & Co., Inc. P.S.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Hellam, Varon & Co., Inc. P.S. 401(k) Plan at $19M / 41 participants.

#13,878
in Professional & Technical Services (20,173 peers)
+15.0%
assets growth YoY

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's outsized position by total assets

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,340,901 Top 30% higher than 70% of 123,620 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 2024

Hellam, Varon & Co., Inc. P.S. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hellam, Varon & Co., Inc. P.S. 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hellam, Varon & Co., Inc. P.S. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Hellam, Varon & Co., Inc. P.S. 401(k) Plan reported participants rose from 39 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911223179 · Hellam, Varon & Co., Inc. P.S. PY 2024 · 401(k)

Hellam, Varon & Co., Inc. P.S. 401(k) Plan · $19M · 41 · 70th

  • EBSA $19M
  • PART 41
  • TYPE 70th
  • NET 401(k)
  • BOOK near Wb Engineering & Consulting, PLLC Retirement Savings Plan
  • VS-ST ind #13878

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 Professional & Technical Services retirement plans → · Plans in Washington →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan in the asset neighbourhood

Hellam, Varon & Co., Inc. P.S. 401(k) PlanHellam, Varon & Co., Inc. P.…$19MWb Engineering & Consulting, PLLC Retirement Savings PlanWb Engineering & Consulting,…$19MBrundage Management Co. 401(k) Savings PlanBrundage Management Co. 401(…$19MQuoizel, LLC Retirement Savings PlanQuoizel, LLC Retirement Savi…$19MColonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$19M
End-of-year total assets ($M) among Hellam, Varon & Co., Inc. P.S. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hellam, Varon & Co., Inc. P.S. multi-year asset trail

Sponsor-wide plan assets over time

All Hellam, Varon & Co., Inc. P.S. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.9807075213902% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $19.3M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 38 $14M
2023 1 39 $17M
2024 1 41 $19M

Hellam, Varon & Co., Inc. P.S. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN911223179
Plan Effective Date2008-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Hellam, Varon & Co., Inc. P.S. 401(k) Plan, Total assets ($B): 0.019340901 · Participants: 41Hellam, Varon & Co., Inc. P.S. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Hellam, Varon & Co., Inc. P.S. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Hellam, Varon & Co., Inc. P.S. 401(k) Plan side-by-side with 3 peers →

Hellam, Varon & Co., Inc. P.S. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Wb Engineering & Consulting, PLLC Retirement Savings Plan in NY ($19M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hellam, Varon & Co., Inc. P.S. 401(k) Plan assets move in 2024? ▼
Hellam, Varon & Co., Inc. P.S. 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $17M to $19M. Reported net income was $3M.
How have Hellam, Varon & Co., Inc. P.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellam, Varon & Co., Inc. P.S.'s sponsor-wide assets grew 35.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wb Engineering & Consulting, PLLC Retirement Savings Plan in NY ($19M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Hellam, Varon & Co., Inc. P.S. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911223179.

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.