Profit Sharing · DOL Form 5500 · 2024

Helvick, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
28th
Percentile by assets National rank
$79,222
Avg per participant Below avg balance/head
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Official DOL plan name: Helvick, Inc. Profit Sharing Plan · Sponsored by Helvick, Inc. · Georgia · Wholesale Trade

$2M in assets, 23 participants

Helvick, Inc.'s Helvick, Inc. Profit Sharing Plan reported $2M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,064 in Wholesale Trade (6,080 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 $2M / 23 participants.

#1,064
in Wholesale Trade (6,080 peers)
-53.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helvick, Inc. Profit Sharing Plan among the smaller filed plans by assets

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

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

$1,822,097 28th percentile higher than 28% 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

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helvick, Inc. Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helvick, Inc. Profit Sharing Plan reported net income fell from $744K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Helvick, Inc. Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Helvick, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208577440 · Helvick, Inc. PY 2024 · Profit Sharing

Helvick, Inc. Profit Sharing Plan · $2M · 23 · 28th

  • BOOK $2M
  • VS-ST 23
  • BOY 28th
  • SCH Profit Sharing
  • EBSA near Howard V. Sloan Profit Sharing Plan
  • PART ind #1064

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…$2MHoward V. Sloan Profit Sharing PlanHoward V. Sloan Profit Shari…$2MBonehead Partners Inc Profit Sharing PlanBonehead Partners Inc Profit…$2MStart Inc. Retirement Plan$2MR. Mark Martin, M. D. , P. a. Profit Sharing PlanR. Mark Martin, M. D. , P. a…$2M
End-of-year total assets ($M) among Helvick, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
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. -10000010000200003000040000 -20246 Total assets ($B) Participants Helvick, Inc. Profit Sharing Plan, Total assets ($B): 0.001822097 · Participants: 23Helvick, Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth 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 Howard V. Sloan Profit Sharing Plan in VA ($2M); by covered participants it is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Helvick, Inc. Profit Sharing Plan assets move in 2024? ▼
Helvick, Inc. Profit Sharing Plan contracted severely - down 53.1% during 2024, from $4M to $2M. Reported net income was -$2M.
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 Howard V. Sloan Profit Sharing Plan in VA ($2M, 3 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 Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants, N/A 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 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.