ESOP · DOL Form 5500 · 2022

Helix Environmental Planning, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
167
Participants Small participant base
59th
Percentile by assets National rank
$44,575
Avg per participant Low balance/head
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Official DOL plan name: Helix Environmental Planning, Inc. Employee Stock Ownership Plan · Sponsored by Helix Environmental Planning, Inc. · California · Professional & Technical Services

$7M in assets, 167 participants

Helix Environmental Planning, Inc.'s Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported $7M in total assets and 167 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.

  • #12,276 in Professional & Technical Services (21,562 peers)

Coverage in California

Helix Environmental Planning, Inc. Employee Stock Ownership Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $7M.

#12,276
in Professional & Technical Services (21,562 peers)
-1.2%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helix Environmental Planning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,444,013 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

Helix Environmental Planning, 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. Helix Environmental Planning, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 330493636 · Helix Environmental Planning, Inc. PY 2022 · ESOP

Helix Environmental Planning, Inc. Employee Stock Ownership Plan · $7M · 167 · 59th

  • VS-ST $7M
  • BOY 167
  • SCH 59th
  • EBSA ESOP
  • PART near Turn-Key Tunneling, Inc. Employee Stock Ownership Plan
  • TYPE ind #12276

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 →

Helix Environmental Planning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Central Coating Technologies, Inc. Employee Stock Ownership PlanCentral Coating Technologies…$7MHelix Environmental Planning, Inc. Employee Stock Ownership PlanHelix Environmental Planning…$7MTurn-Key Tunneling, Inc. Employee Stock Ownership PlanTurn-Key Tunneling, Inc. Emp…$7MNetwork Center, Inc. Employee Stock Ownership PlanNetwork Center, Inc. Employe…$7MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$7M
End-of-year total assets ($M) among Helix Environmental Planning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$283K
Employer EIN330493636
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Environmental Planning, Inc.)

Sponsor-wide plan assets over time

All Helix Environmental Planning, Inc. 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 ESOP Plans in California

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

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Helix Environmental Planning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007444013 · Participants: 167Helix Environmental Planning, Inc. 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
Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Helix Environmental Planning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($7M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Helix Environmental Planning, Inc. Employee Stock Ownership Plan edged down modestly - down 1.2% during 2022, from $8M to $7M. Reported net income was -$283K.
How have Helix Environmental Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helix Environmental Planning, Inc.'s sponsor-wide assets grew 45.5%, from $19M to $28M.
Which ESOP plans are similar in size to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($7M, 47 participants).
Which ESOP plans cover a similar participant headcount to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (167 participants, $19M 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.