Profit Sharing · DOL Form 5500 · 2024

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$800,152
Avg per participant High balance/head
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Official DOL plan name: Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust · Sponsored by Robert J. Hellmann, Dmd, Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 2 participants

Robert J. Hellmann, Dmd, Inc.'s Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,105 in Healthcare & Social Assistance (16,916 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. Profit Sharing Plan & Trust at $2M / 2 participants.

#4,105
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,600,304 27th percentile higher than 27% 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

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust reported net income fell from $67K in the plan year 2023 filing to -$29K in the plan year 2024 filing.
  • Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431175367 · Robert J. Hellmann, Dmd, Inc. PY 2024 · Profit Sharing

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust · $2M · 2 · 27th

  • BOOK $2M
  • VS-ST 2
  • BOY 27th
  • SCH Profit Sharing
  • EBSA near Buss 46 Inc Profit Sharing Plan
  • PART ind #4105

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 Missouri →

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & TrustRobert J. Hellmann, Dmd, Inc…$2MBuss 46 Inc Profit Sharing PlanBuss 46 Inc Profit Sharing P…$2MCherco Corporation Profit Sharing PlanCherco Corporation Profit Sh…$2MA. C. Vroman, Inc. Profit Sharing PlanA. C. Vroman, Inc. Profit Sh…$2MFausz Housz Inc. Retirement PlanFausz Housz Inc. Retirement …$2M
End-of-year total assets ($M) among Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Robert J. Hellmann, Dmd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.33801312297003% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.86M ▲ +23.3%
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-$29K
Employer EIN431175367
Plan Effective Date1980-05-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.001600304 · Participants: 2Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & TrustBoilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Buss 46 Inc Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust grew at a solid clip - up 8.7% during 2024, from $1M to $2M. Reported net income was -$29K.
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.
Which Profit Sharing plans are similar in size to Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Buss 46 Inc Profit Sharing Plan in CA ($2M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert J. Hellmann, Dmd, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 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.