401(k) · DOL Form 5500 · 2022

Heligroup Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
210
Participants Below avg headcount
73rd
Percentile by assets National rank
$71,417
Avg per participant Below avg balance/head
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Official DOL plan name: Heligroup Holdings, Inc. 401(k) Plan · Sponsored by Heligroup Holdings, Inc. · Michigan · Transportation & Warehousing

$15M in assets, 210 participants

Heligroup Holdings, Inc.'s Heligroup Holdings, Inc. 401(k) Plan reported $15M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,861 in Transportation & Warehousing (3,876 peers)

Coverage in Michigan

Heligroup Holdings, Inc. 401(k) Plan covers 210 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $15M.

#2,861
in Transportation & Warehousing (3,876 peers)
-21.9%
assets change YoY

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.

Heligroup Holdings, Inc. 401(k) Plan's outsized position by total assets

Heligroup Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$14,997,510 Top 27% higher than 73% 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

Heligroup Holdings, Inc. 401(k) 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. Heligroup Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (210 participants).

EBSA filing schedule strip

Filing strip 464572040 · Heligroup Holdings, Inc. PY 2022 · 401(k)

Heligroup Holdings, Inc. 401(k) Plan · $15M · 210 · 73rd

  • PART $15M
  • TYPE 210
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Unity Healthcare 401(k) Plan
  • BOY ind #2861

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Heligroup Holdings, Inc. 401(k) Plan in the asset neighbourhood

Heligroup Holdings, Inc. 401(k) PlanHeligroup Holdings, Inc. 401…$15MUnity Healthcare 401(k) Plan$15MMuskingum Valley Health Center 401(k) Profit Sharing PlanMuskingum Valley Health Cent…$15MEverstream Solutions LLC 401(k) Profit Sharing Plan & TrustEverstream Solutions LLC 401…$15MSilverado Contractors, Inc. 401(k) PlanSilverado Contractors, Inc. …$15M
End-of-year total assets ($M) among Heligroup Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN464572040
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heligroup Holdings, Inc.)

Sponsor-wide plan assets over time

All Heligroup Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.61808126815718% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $19.9M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 210 $15M
2023 1 195 $17M
2024 1 189 $20M

Nearby 401(k) Plans in Michigan

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

Heligroup Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Heligroup Holdings, Inc. 401(k) Plan, Total assets ($B): 0.01499751 · Participants: 210Heligroup Holdings, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heligroup Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heligroup Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Heligroup Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Unity Healthcare 401(k) Plan in IA ($15M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Heligroup Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Heligroup Holdings, Inc. 401(k) Plan declined sharply - down 21.9% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Heligroup Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heligroup Holdings, Inc.'s sponsor-wide assets grew 32.6%, from $15M to $20M.
Which 401(k) plans are similar in size to Heligroup Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unity Healthcare 401(k) Plan in IA ($15M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Heligroup Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants, $7M 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 464572040.

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.