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
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
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.
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
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
| 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 EIN | 943070308 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.