Profit Sharing · DOL Form 5500 · 2024
Heller, Holmes & Associates, P.C. Profit Sharing Plan
Data updated 2026-07-24
- $11M
- Total assets
- 12
- Participants
- 58th
- Percentile by assets
- $933,559
- Avg per participant
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.
- 58th percentile by assets (of 116,472 plans)
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.
- $11M
- total plan assets (2024 EOY)
- 12
- covered participants
- 58th
- percentile by assets (of 116,472 plans)
- $933,559
- avg assets per participant
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.
Heller, Holmes & Associates, P.C. across 3 plan years on file
Across the 3 plan years Heller, Holmes & Associates, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 10.9%, while reported participants moved from 13 to 12 (-7.7%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).
Heller, Holmes & Associates, P.C. multi-year asset trail
| 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 EIN | 370969656 |
| Plan Effective Date | 1974-09-04 |
| Filing Status | FILING 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
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Midwest Operating Engineers Retirement Enhancement $758M · 16,506
- Structural Iron Workers Local #1 Annuity Plan $444M · 3,530
- Sidley Austin LLP Retirement Plan for Partners $435M · 638
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Harlan Heller, Ltd. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Harlan Heller, Ltd. Profit Sharing Plan assets move in 2024? ▼
How have Heller, Holmes & Associates, P.C. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Harlan Heller, Ltd. Profit Sharing Plan? ▼
Next read for Harlan Heller, Ltd. Profit Sharing Plan
Multi-year trail
Ways to act on Harlan Heller, Ltd. Profit Sharing Plan's numbers.
- By total assets, Harlan Heller, Ltd. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Heller, Holmes & Associates, P.C.'s sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.