Defined Benefit (Pension) · DOL Form 5500 · 2022

Estate of William G. Helis Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
39
Participants Small participant base
83rd
Percentile by assets National rank
$814,774
Avg per participant High balance/head
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Official DOL plan name: Estate of William G. Helis Retirement Plan · Sponsored by Estate of William G. Helis · Louisiana · Mining & Oil Extraction

$32M in assets, 39 participants

Estate of William G. Helis's Estate of William G. Helis Retirement Plan reported $32M in total assets and 39 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.

  • #627 in Mining & Oil Extraction (892 peers)

Where Estate of William G. Helis Retirement Plan sits by assets

Estate of William G. Helis Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 39 participants (~$814,774/participant), down 10.7% in 2022.

#627
in Mining & Oil Extraction (892 peers)
-10.7%
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.

Estate of William G. Helis Retirement Plan's outsized position by total assets

Estate of William G. Helis Retirement Plan vs every filed plan by assets

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

$31,776,185 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

Estate of William G. Helis Retirement 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. Estate of William G. Helis Retirement Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 720514456 · Estate of William G. Helis PY 2022 · Defined Benefit (Pension)

Estate of William G. Helis Retirement Plan · $32M · 39 · 83rd

  • IND $32M
  • IND 39
  • IND 83rd
  • IND Defined Benefit (Pension)
  • IND near Nordson Corporation Hourly-Rated Employees Pension Plan
  • IND ind #627

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 Mining & Oil Extraction retirement plans → · Plans in Louisiana →

Estate of William G. Helis Retirement Plan in the asset neighbourhood

The Summit Federal Credit Union Pension PlanThe Summit Federal Credit Un…$32MNordson Corporation Hourly-Rated Employees Pension PlanNordson Corporation Hourly-R…$32MEstate of William G. Helis Retirement PlanEstate of William G. Helis R…$32MPension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionPension Plan for Officers & …$32MRetirement Income Plan for Employees of Armacell LLCRetirement Income Plan for E…$32M
End-of-year total assets ($M) among Estate of William G. Helis Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN720514456
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Estate of William G. Helis)

Sponsor-wide plan assets over time

All Estate of William G. Helis plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $31.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 39 $32M
2023 1 36 $17M
2024 1 4 N/A

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Estate of William G. Helis Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Estate of William G. Helis Retirement Plan, Total assets ($B): 0.031776185 · Participants: 39Estate of William G. Helis Retirement PlanLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Estate of William G. Helis Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Estate of William G. Helis Retirement Plan side-by-side with 3 peers →

Estate of William G. Helis Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Nordson Corporation Hourly-Rated Employees Pension Plan in OH ($32M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 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 Estate of William G. Helis Retirement Plan assets move in 2022? ▼
Estate of William G. Helis Retirement Plan pulled back noticeably - down 10.7% during 2022, from $36M to $32M. Reported net income was -$4M.
Where does Estate of William G. Helis Retirement Plan rank by assets among Form 5500 filers? ▼
Estate of William G. Helis Retirement 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 Defined Benefit (Pension) plans are similar in size to Estate of William G. Helis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nordson Corporation Hourly-Rated Employees Pension Plan in OH ($32M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Estate of William G. Helis Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 participants, $12M 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 720514456.

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.