401(k) · DOL Form 5500 · 2022

Helfman Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
460
Participants Below avg headcount
77th
Percentile by assets National rank
$41,617
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Helfman Enterprises, Inc. · Texas · Retail Trade

$19M in assets, 460 participants

Helfman Enterprises, Inc.'s Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 460 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,182 in Retail Trade (9,519 peers)

Where Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $19M for 460 participants (~$41,617/participant), down 14.6% in 2022.

#8,182
in Retail Trade (9,519 peers)
-14.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,143,840 Top 23% higher than 77% 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

Helfman Enterprises, Inc. 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. Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (460 participants).

Plan-year Form 5500 strip

Filing strip 742200964 · Helfman Enterprises, Inc. PY 2022 · 401(k)

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · $19M · 460 · 77th

  • IND $19M
  • EOY 460
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Promesa, Inc. 401(k) Profit Sharing Plan
  • EIN ind #8182

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 Retail Trade retirement plans → · Plans in Texas →

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustHelfman Enterprises, Inc. 40…$19MPromesa, Inc. 401(k) Profit Sharing PlanPromesa, Inc. 401(k) Profit …$19MGreen Dot Public Schools 401(k) PlanGreen Dot Public Schools 401…$19MAdministrative Control Services, Inc. Employee Directed Retirement and 401(k) Savings PlanAdministrative Control Servi…$19MHawaii National Bank 401(k) Retirement Savings PlanHawaii National Bank 401(k) …$19M
End-of-year total assets ($M) among Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN742200964
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helfman Enterprises, Inc.)

Sponsor-wide plan assets over time

All Helfman Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 43.75928758284649% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.1M $27.5M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 460 $19M
2023 1 474 $24M
2024 1 492 $28M

Nearby 401(k) Plans in Texas

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

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.01914384 · Participants: 460Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Promesa, Inc. 401(k) Profit Sharing Plan in NY ($19M); by covered participants it is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.6% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Helfman Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helfman Enterprises, Inc.'s sponsor-wide assets grew 43.8%, from $19M to $28M.
Where does Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 77th 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 401(k) plans are similar in size to Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Promesa, Inc. 401(k) Profit Sharing Plan in NY ($19M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants, $30M 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 742200964.

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.