Profit Sharing · DOL Form 5500 · 2024

Ibrahim Helmy, Md, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$600,538
Avg per participant High balance/head
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Official DOL plan name: Ibrahim Helmy, Md, Inc. Profit Sharing Plan · Sponsored by Ibrahim Helmy, Md, Inc. · California · Healthcare & Social Assistance

$4M in assets, 6 participants

Ibrahim Helmy, Md, Inc.'s Ibrahim Helmy, Md, Inc. Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,394 in Healthcare & Social Assistance (16,916 peers)

Ibrahim Helmy, Md, Inc. multi-year trail

Ibrahim Helmy, Md, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Ibrahim Helmy, Md, Inc. Profit Sharing Plan at $4M / 6 participants.

#6,394
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY

The plan reported a net loss of $527K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ibrahim Helmy, Md, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ibrahim Helmy, Md, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,603,229 37th percentile higher than 37% 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

Ibrahim Helmy, Md, Inc. Profit Sharing 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. Ibrahim Helmy, Md, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ibrahim Helmy, Md, Inc. Profit Sharing Plan reported net income fell from $446K in the plan year 2023 filing to -$527K in the plan year 2024 filing.
  • Ibrahim Helmy, Md, Inc. Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Ibrahim Helmy, Md, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943070308 · Ibrahim Helmy, Md, Inc. PY 2024 · Profit Sharing

Ibrahim Helmy, Md, Inc. Profit Sharing Plan · $4M · 6 · 37th

  • PHOTO $4M
  • IND 6
  • EOY 37th
  • 5500 Profit Sharing
  • ASSETS near Community Legal Services and Counseling Center Inc Discretionary Defined Contribution Plan
  • PCT ind #6394

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Ibrahim Helmy, Md, Inc. Profit Sharing Plan in the asset neighbourhood

West Ohio Community Action Partnership 403(b) PlanWest Ohio Community Action P…$4MIbrahim Helmy, Md, Inc. Profit Sharing PlanIbrahim Helmy, Md, Inc. Prof…$4MCommunity Legal Services and Counseling Center Inc Discretionary Defined Contribution PlanCommunity Legal Services and…$4MCampofresco Corp. Retirement PlanCampofresco Corp. Retirement…$4MDiclaudio & Kramer, LLC Profit Sharing PlanDiclaudio & Kramer, LLC Prof…$4M
End-of-year total assets ($M) among Ibrahim Helmy, Md, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ibrahim Helmy, Md, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ibrahim Helmy, Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.522514981969966% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.83M $3.6M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 6 $4M

Ibrahim Helmy, Md, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$527K
Employer EIN943070308
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ibrahim Helmy, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ibrahim Helmy, Md, Inc. Profit Sharing Plan, Total assets ($B): 0.003603229 · Participants: 6Ibrahim Helmy, Md, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Ibrahim Helmy, Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Ibrahim Helmy, Md, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Community Legal Services and Counseling Center Inc Discretionary Defined Contribution Plan in MA ($4M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Ibrahim Helmy, Md, Inc. Profit Sharing Plan assets move in 2024?
Ibrahim Helmy, Md, Inc. Profit Sharing Plan grew at a solid clip - up 7.5% during 2024, from $3M to $4M. Reported net income was -$527K.
How have Ibrahim Helmy, Md, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ibrahim Helmy, Md, Inc.'s sponsor-wide assets grew 27.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Ibrahim Helmy, Md, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Community Legal Services and Counseling Center Inc Discretionary Defined Contribution Plan in MA ($4M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Ibrahim Helmy, Md, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K in assets).