ESOP · DOL Form 5500 · 2022

Helicopters, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
166
Participants Small participant base
71st
Percentile by assets National rank
$81,913
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helicopters, Inc. Employee Stock Ownership Plan · Sponsored by Helicopters, Inc. · Illinois · Transportation & Warehousing

$14M in assets, 166 participants

Helicopters, Inc.'s Helicopters, Inc. Employee Stock Ownership Plan reported $14M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,804 in Transportation & Warehousing (3,876 peers)

Coverage in Illinois

Helicopters, Inc. Employee Stock Ownership Plan covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#2,804
in Transportation & Warehousing (3,876 peers)
+1.2%
assets growth YoY

Helicopters, Inc. Employee Stock Ownership Plan's outsized position by total assets

Helicopters, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,597,500 Top 29% higher than 71% 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

Helicopters, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helicopters, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

Form 5500 schedule snapshot

Filing strip 431252563 · Helicopters, Inc. PY 2022 · ESOP

Helicopters, Inc. Employee Stock Ownership Plan · $14M · 166 · 71st

  • PART $14M
  • PART 166
  • PART 71st
  • PART ESOP
  • PART near Monterey Mechanical Employee Stock Ownership Plan
  • PART ind #2804

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 Illinois →

Helicopters, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pile Dynamics, Inc. Employee Stock Ownership PlanPile Dynamics, Inc. Employee…$14MMonterey Mechanical Employee Stock Ownership PlanMonterey Mechanical Employee…$14MHelicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$14MD. Wilson Construction Company Employee Stock Ownership PlanD. Wilson Construction Compa…$14MTechnical Associates of Georgia Employee Stock Ownership PlanTechnical Associates of Geor…$14M
End-of-year total assets ($M) among Helicopters, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$17M
Net Income$1M
Employer EIN431252563
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helicopters, Inc.)

Sponsor-wide plan assets over time

All Helicopters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.788460981529% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30.9M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 401 $22M
2023 2 404 $29M
2024 2 406 $31M

Nearby ESOP Plans in Illinois

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

Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Helicopters, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0135975 · Participants: 166Helicopters, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Helicopters, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helicopters, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Monterey Mechanical Employee Stock Ownership Plan in CA ($14M); by covered participants it is International Intimates Inc. Employee Stock Ownership Plan in NY (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Helicopters, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Helicopters, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2022, from $13M to $14M. Reported net income was $1M.
How have Helicopters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helicopters, Inc.'s sponsor-wide assets grew 37.8%, from $22M to $31M.
Which ESOP plans are similar in size to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Monterey Mechanical Employee Stock Ownership Plan in CA ($14M, 40 participants).
Which ESOP plans cover a similar participant headcount to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is International Intimates Inc. Employee Stock Ownership Plan in NY (166 participants, $9M 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 431252563.

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.