Money Purchase · DOL Form 5500 · 2024

Heliarc Welding Service Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Heliarc Welding Service Profit Sharing Plan Trust · Sponsored by Heliarc Welding Service Inc. · Colorado · Manufacturing

$1M in assets, 1 participants

Heliarc Welding Service Inc.'s Heliarc Welding Service Profit Sharing Plan Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,823 in Manufacturing (17,777 peers)

2024 asset change

Heliarc Welding Service Profit Sharing Plan Trust grew sharply 26.2% in 2024 ($890K → $1M) for 1 participant.

#1,823
in Manufacturing (17,777 peers)
+26.2%
assets growth YoY

Heliarc Welding Service Profit Sharing Plan Trust among the smaller filed plans by assets

Heliarc Welding Service Profit Sharing Plan Trust vs every filed plan by assets

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

$1,123,188 24th percentile higher than 24% 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

Heliarc Welding Service 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. Heliarc Welding Service Profit Sharing Plan Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heliarc Welding Service Profit Sharing Plan Trust reported net income rose from -$226K in the plan year 2023 filing to $234K in the plan year 2024 filing.
  • Heliarc Welding Service Profit Sharing Plan Trust end-of-year assets rose from $890K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840627695 · Heliarc Welding Service Inc. PY 2024 · Money Purchase

Heliarc Welding Service Profit Sharing Plan Trust · $1M · 1 · 24th

  • ASSETS $1M
  • PCT 1
  • EIN 24th
  • RANK Money Purchase
  • PHOTO near Holly Hill Academy Money Purchase Plan
  • IND ind #1823

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 Manufacturing retirement plans → · Plans in Colorado →

Heliarc Welding Service Profit Sharing Plan Trust in the asset neighbourhood

Heliarc Welding Service Profit Sharing Plan TrustHeliarc Welding Service Prof…$1MHolly Hill Academy Money Purchase PlanHolly Hill Academy Money Pur…$1MAntolin J. Padilla Morales Retirement PlanAntolin J. Padilla Morales R…$1MKenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MOrlando Gonzalez Vazquez, M.D. Retirement PlanOrlando Gonzalez Vazquez, M.…$1M
End-of-year total assets ($M) among Heliarc Welding Service Profit Sharing Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Heliarc Welding Service Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Heliarc Welding Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.9534015692567999% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.1M $1.12M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 1 $890K
2024 1 1 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$890K
Net Assets (End of Year)$1M
Net Income$234K
Employer EIN840627695
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Colorado

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

Heliarc Welding Service Profit Sharing Plan Trust vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -200204060 Total assets ($M) Participants Heliarc Welding Service Profit Sharing Plan Trust, Total assets ($M): 1.123188 · Participants: 1Heliarc Welding Service Profit Sharing Plan TrustValley View Hospital Money Purchase Plan, Total assets ($M): 55.40841 · Participants: 1100Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 33.71998 · Participants: 528Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 28.152749 · Participants: 120Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 20.175791 · Participants: 33American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 18.25732 · Participants: 611San Luis Valley Health Money Purchase Plan
Heliarc Welding Service Profit Sharing Plan Trust vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Heliarc Welding Service Profit Sharing Plan Trust side-by-side with 3 peers →

Heliarc Welding Service Profit Sharing Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Holly Hill Academy Money Purchase Plan in SC ($1M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Heliarc Welding Service Profit Sharing Plan Trust assets move in 2024? ▼
Heliarc Welding Service Profit Sharing Plan Trust grew sharply - up 26.2% during 2024, from $890K to $1M. Reported net income was $234K.
How have Heliarc Welding Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heliarc Welding Service Inc.'s sponsor-wide assets grew 2.0%, from $1M to $1M.
Where does Heliarc Welding Service Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Heliarc Welding Service Profit Sharing Plan Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Heliarc Welding Service Profit Sharing Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Holly Hill Academy Money Purchase Plan in SC ($1M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Heliarc Welding Service Profit Sharing Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M 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 840627695.

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.