401(k) · DOL Form 5500 · 2022

Helber, Inc. 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$342,958
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helber Retirement Plan · Sponsored by Helber, Inc. · Florida · Food Services & Accommodation

$686K in assets, 2 participants

Helber, Inc.'s Helber Retirement Plan reported $686K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,406 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Helber Retirement Plan ranks #2,406 of 4,592 2022 filers by assets (2852% of the sector average)-$686K for 2 participants.

#2,406
in Food Services & Accommodation (4,592 peers)
$686K
reported net income

Helber Retirement Plan among the smaller filed plans by assets

Helber Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$685,915 21st percentile higher than 21% of 139,123 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 2022

Helber Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helber Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 920240633 · Helber, Inc. PY 2022 · 401(k)

Helber Retirement Plan · $686K · 2 · 21st

  • VS-ST $686K
  • VS-ST 2
  • VS-ST 21st
  • VS-ST 401(k)
  • VS-ST near Wickwiire Warehouse Inc
  • VS-ST ind #2406

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Helber Retirement Plan in the asset neighbourhood

Helber Retirement Plan$686KWickwiire Warehouse Inc$686KTaldera 401(k)$686KLetter Ride 401(k) Profit Sharing PlanLetter Ride 401(k) Profit Sh…$686KDuritza Enterprises, Inc. Local 23 Union 401(k) PlanDuritza Enterprises, Inc. Lo…$686K
End-of-year total assets ($M) among Helber Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$686K
Net Income$686K
Employer EIN920240633
Plan Effective Date2022-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Helber, Inc.)

Sponsor-wide plan assets over time

All Helber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$712K 3.730637178076001% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.69M $0.71M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 2 $686K
2023 1 2 $811K
2024 1 2 $712K

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Helber Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Helber Retirement Plan, Total assets ($B): 0.000685915 · Participants: 2Helber Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Helber Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Helber Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wickwiire Warehouse Inc in PA ($686K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($686K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Helber, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Helber, Inc.'s sponsor-wide assets grew 3.7%, from $686K to $712K.
Where does Helber Retirement Plan rank by assets among Form 5500 filers?
Helber Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Helber Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Wickwiire Warehouse Inc in PA ($686K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Helber Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).