ESOP · DOL Form 5500 · 2022

The Helsing Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
47
Participants Small participant base
59th
Percentile by assets National rank
$162,868
Avg per participant Above avg balance/head
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Official DOL plan name: The Helsing Group Employee Stock Ownership Plan · Sponsored by The Helsing Group, Inc. · California · Finance & Insurance

$8M in assets, 47 participants

The Helsing Group, Inc.'s The Helsing Group Employee Stock Ownership Plan reported $8M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,959 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

The Helsing Group Employee Stock Ownership Plan holds $8M for 47 participants - about $162,868 per participant, above the median plan by assets.

#3,959
in Finance & Insurance (9,261 peers)
+2.8%
assets growth YoY

The Helsing Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The Helsing Group Employee Stock Ownership Plan vs every filed plan by assets

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

$7,654,781 Top 41% higher than 59% 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 Helsing Group Employee Stock Ownership 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 Helsing Group Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 943159860 · The Helsing Group, Inc. PY 2022 · ESOP

The Helsing Group Employee Stock Ownership Plan · $8M · 47 · 59th

  • RANK $8M
  • PHOTO 47
  • IND 59th
  • EOY ESOP
  • 5500 near Omico, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #3959

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 California →

The Helsing Group Employee Stock Ownership Plan in the asset neighbourhood

Omico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$8MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$8MArchitectural Division 8 Employee Stock Ownership PlanArchitectural Division 8 Emp…$8MConsolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$8MPhoenix Feeds & Nutrition, Inc. Employee Retirement PlanPhoenix Feeds & Nutrition, I…$8M
End-of-year total assets ($M) among The Helsing Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income$312K
Employer EIN943159860
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Helsing Group, Inc.)

Sponsor-wide plan assets over time

All The Helsing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.566753118083978% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.65M $6.92M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 43 $7M
2024 1 42 $7M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Helsing Group Employee Stock Ownership Plan, Total assets ($B): 0.007654781 · Participants: 47The Helsing Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

The Helsing Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Omico, Inc. Employee Stock Ownership Plan and Trust in KY ($8M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants). Same-state nearby plans are listed separately above.

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 Helsing Group Employee Stock Ownership Plan assets move in 2022?
The Helsing Group Employee Stock Ownership Plan edged up modestly - up 2.8% during 2022, from $7M to $8M. Reported net income was $312K.
How have The Helsing Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Helsing Group, Inc.'s sponsor-wide assets declined 9.6%, from $8M to $7M.
Which ESOP plans are similar in size to The Helsing Group Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Omico, Inc. Employee Stock Ownership Plan and Trust in KY ($8M, 46 participants).
Which ESOP plans cover a similar participant headcount to The Helsing Group Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants, $7M in assets).