401(k) · DOL Form 5500 · 2022

Helm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
221
Participants Below avg headcount
88th
Percentile by assets National rank
$217,933
Avg per participant Above avg balance/head
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Official DOL plan name: Helm Group, Inc. 401(k) Plan · Sponsored by Helm Group, Inc. · Illinois · Construction

$48M in assets, 221 participants

Helm Group, Inc.'s Helm Group, Inc. 401(k) Plan reported $48M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,543 in Construction (9,927 peers)

Coverage in Illinois

Helm Group, Inc. 401(k) Plan covers 221 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $48M.

#8,543
in Construction (9,927 peers)
-22.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helm Group, Inc. 401(k) Plan's outsized position by total assets

Helm Group, Inc. 401(k) Plan vs every filed plan by assets

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

$48,163,222 Top 12% higher than 88% 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

Helm Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helm Group, Inc. 401(k) Plan sits mid-pack in the medium band (221 participants).

Form 5500 schedule snapshot

Filing strip 363065097 · Helm Group, Inc. PY 2022 · 401(k)

Helm Group, Inc. 401(k) Plan · $48M · 221 · 88th

  • BOY $48M
  • BOY 221
  • BOY 88th
  • BOY 401(k)
  • BOY near Mvm, Inc. 401(k) Savings Plan
  • BOY ind #8543

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 Construction retirement plans → · Plans in Illinois →

Helm Group, Inc. 401(k) Plan in the asset neighbourhood

Ima Life North America, Inc. 401(k) Retirement PlanIma Life North America, Inc.…$48MHelm Group, Inc. 401(k) Plan$48MMvm, Inc. 401(k) Savings Plan$48MGlatfelter Insurance Group 401(k) Retirement PlanGlatfelter Insurance Group 4…$48MDouglas Emmett 401(k) Plan and TrustDouglas Emmett 401(k) Plan a…$48M
End-of-year total assets ($M) among Helm Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$48M
Net Income-$14M
Employer EIN363065097
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Group, Inc.)

Sponsor-wide plan assets over time

All Helm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 32.7731728579122% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $48.2M $64M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 221 $48M
2023 1 253 $56M
2024 1 265 $64M

Nearby 401(k) Plans in Illinois

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

Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Helm Group, Inc. 401(k) Plan, Total assets ($B): 0.048163222 · Participants: 221Helm Group, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Helm Group, Inc. 401(k) Plan side-by-side with 3 peers →

Helm Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mvm, Inc. 401(k) Savings Plan in VA ($48M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 did Helm Group, Inc. 401(k) Plan assets move in 2022? ▼
Helm Group, Inc. 401(k) Plan declined sharply - down 22.6% during 2022, from $62M to $48M. Reported net income was -$14M.
How have Helm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Group, Inc.'s sponsor-wide assets grew 32.8%, from $48M to $64M.
Where does Helm Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Group, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mvm, Inc. 401(k) Savings Plan in VA ($48M, 3,009 participants).
Which 401(k) plans cover a similar participant headcount to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363065097.

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.