401(k) · DOL Form 5500 · 2022

Helios Technologies, Inc. 401(k) Plan

Data updated 2026-08-11

$114M
Total assets
1,229
Participants
93rd
Percentile by assets
$92,420
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Helios Technologies, Inc. 401(k) Retirement Plan · Sponsored by Helios Technologies, Inc. · Florida · Manufacturing

$114M in assets, 1,229 participants

Helios Technologies, Inc.'s Helios Technologies, Inc. 401(k) Retirement Plan reported $114M in total assets and 1,229 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,513 in Manufacturing (20,602 peers)

Where Helios Technologies, Inc. 401(k) Retirement Plan sits by assets

Helios Technologies, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $114M for 1,229 participants (~$92,420/participant), down 19.8% in 2022.

$114M
total plan assets (2022 EOY)
1,229
covered participants
93rd
percentile by assets (of 139,126 plans)
$92,420
avg assets per participant

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Helios Technologies, Inc. 401(k) Retirement Plan sits by total assets

Helios Technologies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$113,584,011 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Florida
Industry
Manufacturing

Helios Technologies, Inc. 401(k) Retirement Plan vs the 2022 asset distribution

By assets, Helios Technologies, Inc. 401(k) Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$114M
Net Income-$28M
Employer EIN592754337
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helios Technologies, Inc.)

$100M$120M$140M$160M$180M 202220232024 $114M $159M ▲ +40.4%
Total plan assets by year, all Helios Technologies, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,229 $114M
2023 1 1,269 $134M
2024 1 1,291 $159M

Nearby 401(k) Plans in Florida

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

Helios Technologies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Helios Technologies,…, Total assets ($B): 0.113584011 · Participants: 1229Helios Technologies,…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
Helios Technologies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helios Technologies, Inc. 401(k) Retirem… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Helios Technologies, Inc. 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Helios Technologies, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Helios Technologies, Inc. 401(k) Retirement Plan declined sharply - down 19.8% during 2022, from $142M to $114M. Reported net income was -$28M.
How have Helios Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helios Technologies, Inc.'s sponsor-wide assets grew 40.4%, from $114M to $159M.
Where does Helios Technologies, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Helios Technologies, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Helios Technologies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($114M, 2,744 participants).

Next read for Helios Technologies, Inc. 401(k) Retirem…

Scale reading

Ways to act on Helios Technologies, Inc. 401(k) Retirement Plan's numbers.

  • By total assets, Helios Technologies, Inc. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Helios Technologies, Inc.'s sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 592754337.

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.