401(k) · DOL Form 5500 · 2022

United Helpers Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
474
Participants Below avg headcount
60th
Percentile by assets National rank
$16,639
Avg per participant Low balance/head
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Official DOL plan name: United Helpers 401(k) Retirement Plan · Sponsored by United Helpers Management Company, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 474 participants

United Helpers Management Company, Inc.'s United Helpers 401(k) Retirement Plan reported $8M in total assets and 474 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,211 in Healthcare & Social Assistance (20,060 peers)

United Helpers Management Company, Inc. multi-year trail

United Helpers Management Company, Inc.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows United Helpers 401(k) Retirement Plan at $8M / 474 participants.

#13,211
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Helpers 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

United Helpers 401(k) Retirement Plan vs every filed plan by assets

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

$7,886,716 Top 40% higher than 60% 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

United Helpers 401(k) Retirement 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. United Helpers 401(k) Retirement Plan sits mid-pack in the medium band (474 participants).

Plan-year Form 5500 strip

Filing strip 222428919 · United Helpers Management Company, Inc. PY 2022 · 401(k)

United Helpers 401(k) Retirement Plan · $8M · 474 · 60th

  • IND $8M
  • EOY 474
  • 5500 60th
  • ASSETS 401(k)
  • PCT near Kelley Galloway Smith Goolsby, Psc 401(k) Plan
  • EIN ind #13211

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

United Helpers 401(k) Retirement Plan in the asset neighbourhood

United Helpers 401(k) Retirement PlanUnited Helpers 401(k) Retire…$8MKelley Galloway Smith Goolsby, Psc 401(k) PlanKelley Galloway Smith Goolsb…$8MKeck & Wood, Inc. 401(k) Plan$8MInnovative Reasoning LLC 401(k) PlanInnovative Reasoning LLC 401…$8MCharles River Apparel 401(k) PlanCharles River Apparel 401(k)…$8M
End-of-year total assets ($M) among United Helpers 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

United Helpers Management Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Helpers Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.577349558422036% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.89M $8.96M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 474 $8M
2023 1 596 $9M
2024 1 592 $9M

United Helpers Management Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN222428919
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

United Helpers 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Helpers 401(k) Retirement Plan, Total assets ($B): 0.007886716 · Participants: 474United Helpers 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
United Helpers 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

United Helpers 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kelley Galloway Smith Goolsby, Psc 401(k) Plan in KY ($8M); by covered participants it is Staffmark Group, LLC Retirement Savings Plan for Staff Employees in OH (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (474 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 United Helpers 401(k) Retirement Plan assets move in 2022?
United Helpers 401(k) Retirement Plan declined sharply - down 22.2% during 2022, from $10M to $8M. Reported net income was -$2M.
How have United Helpers Management Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Helpers Management Company, Inc.'s sponsor-wide assets grew 13.6%, from $8M to $9M.
Which 401(k) plans are similar in size to United Helpers 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Kelley Galloway Smith Goolsby, Psc 401(k) Plan in KY ($8M, 58 participants).
Which 401(k) plans cover a similar participant headcount to United Helpers 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Staffmark Group, LLC Retirement Savings Plan for Staff Employees in OH (474 participants, $43M in assets).