401(k) · DOL Form 5500 · 2022

Helix Environmental Planning 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
187
Participants Below avg headcount
68th
Percentile by assets National rank
$62,827
Avg per participant Low balance/head
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Official DOL plan name: Helix Environmental Planning 401 K Profit Sharing Plan Trust · Sponsored by Helix Environmental Planning · California · Professional & Technical Services

$12M in assets, 187 participants

Helix Environmental Planning's Helix Environmental Planning 401 K Profit Sharing Plan Trust reported $12M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,501 in Professional & Technical Services (21,562 peers)

Coverage in California

Helix Environmental Planning 401 K Profit Sharing Plan Trust covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $12M.

#14,501
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helix Environmental Planning 401 K Profit Sharing Plan Trust's outsized position by total assets

Helix Environmental Planning 401 K Profit Sharing Plan Trust vs every filed plan by assets

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

$11,748,658 Top 32% higher than 68% 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

Helix Environmental Planning 401 K Profit Sharing Plan Trust 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. Helix Environmental Planning 401 K Profit Sharing Plan Trust sits mid-pack in the medium band (187 participants).

Plan-year Form 5500 strip

Filing strip 330493636 · Helix Environmental Planning PY 2022 · 401(k)

Helix Environmental Planning 401 K Profit Sharing Plan Trust · $12M · 187 · 68th

  • RANK $12M
  • RANK 187
  • RANK 68th
  • RANK 401(k)
  • RANK near The People's Credit Union 401(k) Plan and Trust
  • RANK ind #14501

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 Professional & Technical Services retirement plans → · Plans in California →

Helix Environmental Planning 401 K Profit Sharing Plan Trust in the asset neighbourhood

Helix Environmental Planning 401 K Profit Sharing Plan TrustHelix Environmental Planning…$12MThe People's Credit Union 401(k) Plan and TrustThe People's Credit Union 40…$12MAlsum Farms & Produce, Inc. 401(k) Profit Sharing PlanAlsum Farms & Produce, Inc. …$12MMaine Savings Federal Credit Union 401(k) Plan and TrustMaine Savings Federal Credit…$12MSwarovski Optik North America Retirement Savings PlanSwarovski Optik North Americ…$12M
End-of-year total assets ($M) among Helix Environmental Planning 401 K Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN330493636
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Environmental Planning)

Sponsor-wide plan assets over time

All Helix Environmental Planning plans reported in each filing year

Latest sponsor-wide plan assets
$28M 45.519505857209765% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $27.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 354 $19M
2023 2 387 $23M
2024 2 431 $28M

Nearby 401(k) Plans in California

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

Helix Environmental Planning 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Helix Environmental Planning 401 K Profit Sharing Plan Trust, Total assets ($B): 0.011748658 · Participants: 187Helix Environmental Planning 401 K Profit Sharing Plan TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Helix Environmental Planning 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Helix Environmental Planning 401 K Profit Sharing Plan Trust side-by-side with 3 peers →

Helix Environmental Planning 401 K Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The People's Credit Union 401(k) Plan and Trust in RI ($12M); by covered participants it is Nappi Distributors, Inc. 401(k) Plan in ME (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Helix Environmental Planning 401 K Profit Sharing Plan Trust assets move in 2022? ▼
Helix Environmental Planning 401 K Profit Sharing Plan Trust declined sharply - down 19.6% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Helix Environmental Planning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helix Environmental Planning's sponsor-wide assets grew 45.5%, from $19M to $28M.
Which 401(k) plans are similar in size to Helix Environmental Planning 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is The People's Credit Union 401(k) Plan and Trust in RI ($12M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Helix Environmental Planning 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nappi Distributors, Inc. 401(k) Plan in ME (187 participants, $14M 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 330493636.

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.