ESOP · DOL Form 5500 · 2022
Helm Precision, Ltd. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 26
- Participants Small participant base
Official DOL plan name: Helm Precision, Ltd. ESOP Plan · Sponsored by Helm Precision, Ltd. · Arizona · Manufacturing
N/A in assets, 26 participants
Helm Precision, Ltd.'s Helm Precision, Ltd. ESOP Plan reported N/A in total assets and 26 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
Helm Precision, Ltd. ESOP Plan holds N/A for 26 participants.
- -$207K
- reported net income
The plan reported a net loss of $207K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helm Precision, Ltd. ESOP Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helm Precision, Ltd. ESOP Plan is a small filing (26 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 860353389 · Helm Precision, Ltd. PY 2022 · ESOP
Helm Precision, Ltd. ESOP Plan · N/A · 26
- VS-ST N/A
- VS-ST 26
- VS-ST PY 2022
- VS-ST ESOP
- VS-ST near Empire Telephone Corporation Employee Stock Ownership Plan
- VS-ST -$207K
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 What is an ESOP? → · Plans in Arizona →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $229K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$207K |
| Employer EIN | 860353389 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Helm Precision, Ltd. ESOP Plan's closest out-of-state ESOP peers by headcount
Outside Arizona, the nearest ESOP by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants; this filing: 26 participants).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.