401(k) · DOL Form 5500 · 2022

Leona M. and Harry B. Helmsley Charitable 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
92
Participants Small participant base
83rd
Percentile by assets National rank
$342,658
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan · Sponsored by Leona M. and Harry B. Helmsley Charitable · New York · Finance & Insurance

$32M in assets, 92 participants

Leona M. and Harry B. Helmsley Charitable's The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported $32M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,778 in Finance & Insurance (9,261 peers)

Where The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan sits by assets

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 92 participants (~$342,658/participant), down 10.3% in 2022.

#6,778
in Finance & Insurance (9,261 peers)
-10.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan's outsized position by total assets

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs every filed plan by assets

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

$31,524,547 Top 17% higher than 83% 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

The Leona M and Harry B Helmsley Charitable Trust 401(k) 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. The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 137184401 · Leona M. and Harry B. Helmsley Charitable PY 2022 · 401(k)

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan · $32M · 92 · 83rd

  • EIN $32M
  • RANK 92
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Stellis Health, P.a. 401(k) Profit Sharing Plan
  • 5500 ind #6778

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 Finance & Insurance retirement plans → · Plans in New York →

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan in the asset neighbourhood

Partners Information Technology 401(k) Profit Sharing PlanPartners Information Technol…$32MInnovative Emergency Management, Inc. Retirement Savings PlanInnovative Emergency Managem…$32MUnibank Retirement Plan$32MThe Leona M and Harry B Helmsley Charitable Trust 401(k) PlanThe Leona M and Harry B Helm…$32MStellis Health, P.a. 401(k) Profit Sharing PlanStellis Health, P.a. 401(k) …$32M
End-of-year total assets ($M) among The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN137184401
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leona M. and Harry B. Helmsley Charitable)

Sponsor-wide plan assets over time

All Leona M. and Harry B. Helmsley Charitable plans reported in each filing year

Latest sponsor-wide plan assets
$45M 43.588832537387454% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.5M $45.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 92 $32M
2023 1 102 $40M
2024 1 116 $45M

Nearby 401(k) Plans in New York

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

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan, Total assets ($B): 0.031524547 · Participants: 92The Leona M and Harry B Helmsley Charitable Trust 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan side-by-side with 3 peers →

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stellis Health, P.a. 401(k) Profit Sharing Plan in MN ($32M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan assets move in 2022? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $35M to $32M. Reported net income was -$4M.
How have Leona M. and Harry B. Helmsley Charitable plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leona M. and Harry B. Helmsley Charitable's sponsor-wide assets grew 43.6%, from $32M to $45M.
Where does The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan ranks in the 83rd 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 The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stellis Health, P.a. 401(k) Profit Sharing Plan in MN ($32M, 280 participants).
Which 401(k) plans cover a similar participant headcount to The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 137184401.

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.