Money Purchase · DOL Form 5500 · 2024

Robert J. Hellmann, Dmd, Inc. Money Purchase Plan

Data updated 2026-08-06

$1M
Total assets
2
Participants
25th
Percentile by assets
$629,193
Avg per participant
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Official DOL plan name: Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan · Sponsored by Robert J. Hellmann, Dmd, Inc. · Missouri · Healthcare & Social Assistance

$1M in assets, 2 participants

Robert J. Hellmann, Dmd, Inc.'s Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • 25th percentile by assets (of 116,472 plans)
  • #3,435 in Healthcare & Social Assistance (15,613 peers)

Robert J. Hellmann, Dmd, Inc. multi-year trail

Robert J. Hellmann, Dmd, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan at $1M / 2 participants.

$1M
total plan assets (2024 EOY)
2
covered participants
25th
percentile by assets (of 116,472 plans)
$629,193
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported net income fell from $198K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Missouri
Industry
Healthcare & Social Assistance

Robert J. Hellmann, Dmd, Inc. across 3 plan years on file

Across the 3 plan years Robert J. Hellmann, Dmd, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 23.3%, while reported participants moved from 8 to 4 (-50.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Robert J. Hellmann, Dmd, Inc. multi-year asset trail

$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.86M ▲ +23.3%
Total plan assets by year, all Robert J. Hellmann, Dmd, Inc. plans on file
Year Plans Participants Total Assets
2022 2 8 $2M
2023 2 8 $3M
2024 2 4 $3M

Robert J. Hellmann, Dmd, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$4K
Employer EIN431175367
Plan Effective Date1980-05-12
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Robert J. Hellmann, …Local No. 1 IBEW Pen…NECA-IBEW Pension Be…Saint Louis Universi…The Children's Mercy…Brewery Conference/A…
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Robert J. Hellmann, Dmd, Inc. Money Purc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan assets move in 2024? ▼
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan grew at a solid clip - up 13.4% during 2024, from $1M to $1M. Reported net income was $4K.
How have Robert J. Hellmann, Dmd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J. Hellmann, Dmd, Inc.'s sponsor-wide assets grew 23.3%, from $2M to $3M.
Where does Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan ranks in the 25th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mccanliss & Early Direction Retirement Plan in NY ($1M, 9 participants).

Next read for Robert J. Hellmann, Dmd, Inc. Money Purc…

Multi-year trail

Ways to act on Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan's numbers.

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 431175367.

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.