Profit Sharing · DOL Form 5500 · 2023

Helvick, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$555,334
Avg per participant High balance/head
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Official DOL plan name: Helvick, Inc. Profit Sharing Plan · Sponsored by Helvick, Inc. · Georgia · Wholesale Trade

$4M in assets, 7 participants

Helvick, Inc.'s Helvick, Inc. Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,820 in Wholesale Trade (6,309 peers)

Helvick, Inc. multi-year trail

Helvick, Inc.'s plans moved -42.0% in assets from 2022 to 2024; this filing shows Helvick, Inc. Profit Sharing Plan at $4M / 7 participants.

#1,820
in Wholesale Trade (6,309 peers)
+23.7%
assets growth YoY

Helvick, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Helvick, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,887,341 40th percentile higher than 40% of 127,068 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 2023

Helvick, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helvick, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helvick, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Helvick, Inc. Profit Sharing Plan reported net income rose from $625K in the plan year 2022 filing to $744K in the plan year 2023 filing.
  • Helvick, Inc. Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208577440 · Helvick, Inc. PY 2023 · Profit Sharing

Helvick, Inc. Profit Sharing Plan · $4M · 7 · 40th

  • BOOK $4M
  • VS-ST 7
  • BOY 40th
  • SCH Profit Sharing
  • EBSA near Ali'i Health Center 401(a) Plan
  • PART ind #1820

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 Wholesale Trade retirement plans → · Plans in Georgia →

Helvick, Inc. Profit Sharing Plan in the asset neighbourhood

Helvick, Inc. Profit Sharing PlanHelvick, Inc. Profit Sharing…$4MAli'i Health Center 401(a) PlanAli'i Health Center 401(a) P…$4MClinical Pathology Associates, P.C. Profit Sharing PlanClinical Pathology Associate…$4MThe Georgian Press Inc Profit Sharing PlanThe Georgian Press Inc Profi…$4MGibraltar Orthotics, Inc. Profit Sharing PlanGibraltar Orthotics, Inc. Pr…$4M
End-of-year total assets ($M) among Helvick, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Helvick, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helvick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.031266453956285% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.14M $1.82M ▼ -42.0%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 7 $4M
2024 1 23 $2M

Helvick, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$744K
Employer EIN208577440
Plan Effective Date2007-03-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Helvick, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Helvick, Inc. Profit Sharing Plan, Total assets ($B): 0.003887341 · Participants: 7Helvick, Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Helvick, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Helvick, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is Ali'i Health Center 401(a) Plan in HI ($4M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helvick, Inc. Profit Sharing Plan assets move in 2023? ▼
Helvick, Inc. Profit Sharing Plan grew sharply - up 23.7% during 2023, from $3M to $4M. Reported net income was $744K.
How have Helvick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helvick, Inc.'s sponsor-wide assets declined 42.0%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Helvick, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ali'i Health Center 401(a) Plan in HI ($4M, 114 participants).
Which Profit Sharing plans cover a similar participant headcount to Helvick, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208577440.

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.