401(k) · DOL Form 5500 · 2022

Helms Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
70th
Percentile by assets National rank
$89,363
Avg per participant Below avg balance/head
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Official DOL plan name: Helms Bros. Inc. 401(k) Plan · Sponsored by Helms Bros. Inc. · New York · Retail Trade

$13M in assets, 149 participants

Helms Bros. Inc.'s Helms Bros. Inc. 401(k) Plan reported $13M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,700 in Retail Trade (9,519 peers)

Coverage in New York

Helms Bros. Inc. 401(k) Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $13M.

#7,700
in Retail Trade (9,519 peers)
-14.5%
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.

Helms Bros. Inc. 401(k) Plan's outsized position by total assets

Helms Bros. Inc. 401(k) Plan vs every filed plan by assets

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

$13,315,075 Top 30% higher than 70% 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

Helms Bros. 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. Helms Bros. Inc. 401(k) Plan sits mid-pack in the medium band (149 participants).

Form 5500 schedule snapshot

Filing strip 112417038 · Helms Bros. Inc. PY 2022 · 401(k)

Helms Bros. Inc. 401(k) Plan · $13M · 149 · 70th

  • BOOK $13M
  • VS-ST 149
  • BOY 70th
  • SCH 401(k)
  • EBSA near Mississippi Welders Supply Co., Inc. 401(k) Profit Sharing Plan
  • PART ind #7700

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 New York →

Helms Bros. Inc. 401(k) Plan in the asset neighbourhood

Helms Bros. Inc. 401(k) Plan$13MMississippi Welders Supply Co., Inc. 401(k) Profit Sharing PlanMississippi Welders Supply C…$13MBlack Diamond Capital Mgt LLC 401(k) PlanBlack Diamond Capital Mgt LL…$13MFisherbroyles, LLP 401(k) PlanFisherbroyles, LLP 401(k) Pl…$13MEdge One LLC 401(k) Savings & Retirement PlanEdge One LLC 401(k) Savings …$13M
End-of-year total assets ($M) among Helms Bros. Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN112417038
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helms Bros. Inc.)

Sponsor-wide plan assets over time

All Helms Bros. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.317487884972486% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.6M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 149 $13M
2023 1 156 $16M
2024 1 159 $19M

Nearby 401(k) Plans in New York

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

Helms Bros. Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Helms Bros. Inc. 401(k) Plan, Total assets ($B): 0.013315075 · Participants: 149Helms Bros. Inc. 401(k) 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
Helms Bros. Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Helms Bros. Inc. 401(k) Plan side-by-side with 3 peers →

Helms Bros. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mississippi Welders Supply Co., Inc. 401(k) Profit Sharing Plan in MN ($13M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Helms Bros. Inc. 401(k) Plan assets move in 2022? ▼
Helms Bros. Inc. 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Helms Bros. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helms Bros. Inc.'s sponsor-wide assets grew 39.3%, from $13M to $19M.
Which 401(k) plans are similar in size to Helms Bros. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mississippi Welders Supply Co., Inc. 401(k) Profit Sharing Plan in MN ($13M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Helms Bros. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 112417038.

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.