Money Purchase · DOL Form 5500 · 2024
Heliarc Welding Service Inc. Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 24th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 24th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 1
- covered participants
- 24th
- percentile by assets (of 123,622 plans)
- $1.1M
- avg assets per participant
Where Heliarc Welding Service Profit Sharing Plan Trust sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
2024 asset move for Heliarc Welding Service Profit Sharing Plan Trust
Year over year, total assets grew sharply from $890K at the start of 2024 to $1M at year-end (up 26.2%). Net assets closed at $1M; reported net income $234K.
Heliarc Welding Service Inc. years around the 2024 move
| 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 EIN | 840627695 |
| Plan Effective Date | 2021-09-01 |
| Filing Status | FILING 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
- Valley View Hospital Money Purchase Plan $55M · 1,100
- Salud Family Health Retirement Plan $34M · 528
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $28M · 120
- American Medical Response Hawaii Money Purchase Pension Plan $20M · 33
- San Luis Valley Health Money Purchase Plan $18M · 611
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heliarc Welding Service Profit Sharing Plan Trust by total assets, not by location.
Frequently Asked Questions
How did Heliarc Welding Service Profit Sharing Plan Trust assets move in 2024? ▼
How have Heliarc Welding Service Inc. plan assets changed over time? ▼
Where does Heliarc Welding Service Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Heliarc Welding Service Profit Sharing Plan Trust? ▼
Next read for Heliarc Welding Service Profit Sharing P…
2024 change
Ways to act on Heliarc Welding Service Profit Sharing Plan Trust's numbers.
- By total assets, Heliarc Welding Service Profit Sharing Plan Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Colorado. Compare plans
- Heliarc Welding Service Inc.'s sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Manufacturing plans