401(k) · DOL Form 5500 · 2022

Helios Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
1,229
Participants Near avg headcount
93rd
Percentile by assets National rank
$92,420
Avg per participant Below avg balance/head
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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.

  • #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.

#18,513
in Manufacturing (20,602 peers)
-19.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Helios Technologies, Inc. 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Helios Technologies, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helios Technologies, Inc. 401(k) Retirement Plan lands in the large band (1,229 participants).

EBSA filing schedule strip

Filing strip 592754337 · Helios Technologies, Inc. PY 2022 · 401(k)

Helios Technologies, Inc. 401(k) Retirement Plan · $114M · 1,229 · 93rd

  • ASSETS $114M
  • PCT 1,229
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Blue Beacon, Inc. Profit Sharing/401(k) Plan
  • IND ind #18513

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 Manufacturing retirement plans → · Plans in Florida →

Helios Technologies, Inc. 401(k) Retirement Plan in the asset neighbourhood

Washington Gas Light Company Cap Appr Plan/UnionWashington Gas Light Company…$114MWuxi Apptec, Inc. 401(k) Employee Retirement PlanWuxi Apptec, Inc. 401(k) Emp…$114MHelios Technologies, Inc. 401(k) Retirement PlanHelios Technologies, Inc. 40…$114MBlue Beacon, Inc. Profit Sharing/401(k) PlanBlue Beacon, Inc. Profit Sha…$114MWinebow 401(k) Plan$114M
End-of-year total assets ($M) among Helios Technologies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Helios Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 40.35433825276693% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $114M $159M ▲ +40.4%
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 ($B) Participants Helios Technologies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.113584011 · Participants: 1229Helios Technologies, Inc. 401(k) 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
Helios Technologies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helios Technologies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Helios Technologies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Blue Beacon, Inc. Profit Sharing/401(k) Plan in KS ($114M); by covered participants it is Legence 401(k) Profit Sharing Plan in CA (1,229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,229 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 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).
Which 401(k) plans cover a similar participant headcount to Helios Technologies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Legence 401(k) Profit Sharing Plan in CA (1,229 participants, $81M 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 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.