Profit Sharing · DOL Form 5500 · 2024

Heller, Holmes & Associates, P.C. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
12
Participants Small participant base
58th
Percentile by assets National rank
$933,559
Avg per participant High balance/head
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Official DOL plan name: Harlan Heller, Ltd. Profit Sharing Plan · Sponsored by Heller, Holmes & Associates, P.C. · Illinois · Professional & Technical Services

$11M in assets, 12 participants

Heller, Holmes & Associates, P.C.'s Harlan Heller, Ltd. Profit Sharing Plan reported $11M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,406 in Professional & Technical Services (20,173 peers)

Heller, Holmes & Associates, P.C. multi-year trail

Heller, Holmes & Associates, P.C.'s plans moved +10.9% in assets from 2022 to 2024; this filing shows Harlan Heller, Ltd. Profit Sharing Plan at $11M / 12 participants.

#11,406
in Professional & Technical Services (20,173 peers)
+9.5%
assets growth YoY

Harlan Heller, Ltd. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harlan Heller, Ltd. Profit Sharing Plan vs every filed plan by assets

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

$11,202,713 Top 42% higher than 58% 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

Harlan Heller, Ltd. Profit Sharing 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. Harlan Heller, Ltd. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harlan Heller, Ltd. Profit Sharing Plan reported net income rose from $129K in the plan year 2023 filing to $974K in the plan year 2024 filing.
  • Harlan Heller, Ltd. Profit Sharing Plan reported participants fell from 15 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Harlan Heller, Ltd. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370969656 · Heller, Holmes & Associates, P.C. PY 2024 · Profit Sharing

Harlan Heller, Ltd. Profit Sharing Plan · $11M · 12 · 58th

  • TYPE $11M
  • TYPE 12
  • TYPE 58th
  • TYPE Profit Sharing
  • TYPE near Jasmine Vineyards, Inc. Profit Sharing Plan
  • TYPE ind #11406

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 Illinois →

Harlan Heller, Ltd. Profit Sharing Plan in the asset neighbourhood

Manhattan Podiatry Associates P.C. Profit Sharing PlanManhattan Podiatry Associate…$11MJasmine Vineyards, Inc. Profit Sharing PlanJasmine Vineyards, Inc. Prof…$11MCapio Partners, LLC 401(k) PlanCapio Partners, LLC 401(k) P…$11MHarlan Heller, Ltd. Profit Sharing PlanHarlan Heller, Ltd. Profit S…$11MOmnipure Filter Co. Inc. Profit Sharing PlanOmnipure Filter Co. Inc. Pro…$11M
End-of-year total assets ($M) among Harlan Heller, Ltd. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Heller, Holmes & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Heller, Holmes & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.929350957058755% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10.1M $11.2M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 13 $10M
2023 1 15 $10M
2024 1 12 $11M

Heller, Holmes & Associates, P.C. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$974K
Employer EIN370969656
Plan Effective Date1974-09-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Harlan Heller, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Harlan Heller, Ltd. Profit Sharing Plan, Total assets ($B): 0.011202713 · Participants: 12Harlan Heller, Ltd. Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Harlan Heller, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Harlan Heller, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Harlan Heller, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Jasmine Vineyards, Inc. Profit Sharing Plan in CA ($11M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Harlan Heller, Ltd. Profit Sharing Plan assets move in 2024? ▼
Harlan Heller, Ltd. Profit Sharing Plan grew at a solid clip - up 9.5% during 2024, from $10M to $11M. Reported net income was $974K.
How have Heller, Holmes & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heller, Holmes & Associates, P.C.'s sponsor-wide assets grew 10.9%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Harlan Heller, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jasmine Vineyards, Inc. Profit Sharing Plan in CA ($11M, 534 participants).
Which Profit Sharing plans cover a similar participant headcount to Harlan Heller, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A 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 370969656.

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.