401(k) · DOL Form 5500 · 2022

Helmer, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
632
Participants Below avg headcount
76th
Percentile by assets National rank
$29,999
Avg per participant Low balance/head
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Official DOL plan name: Helmer, Inc. 401(k) Plan · Sponsored by Helmer, Inc. · Indiana · Manufacturing

$19M in assets, 632 participants

Helmer, Inc.'s Helmer, Inc. 401(k) Plan reported $19M in total assets and 632 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,847 in Manufacturing (20,602 peers)

Where Helmer, Inc. 401(k) Plan sits by assets

Helmer, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 632 participants (~$29,999/participant), down 9.3% in 2022.

#13,847
in Manufacturing (20,602 peers)
-9.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Helmer, Inc. 401(k) Plan's outsized position by total assets

Helmer, Inc. 401(k) Plan vs every filed plan by assets

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

$18,959,125 Top 24% higher than 76% 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

Helmer, 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. Helmer, Inc. 401(k) Plan sits mid-pack in the medium band (632 participants).

Plan-year Form 5500 strip

Filing strip 411432277 · Helmer, Inc. PY 2022 · 401(k)

Helmer, Inc. 401(k) Plan · $19M · 632 · 76th

  • BOY $19M
  • BOY 632
  • BOY 76th
  • BOY 401(k)
  • BOY near Intermoor 401(k) Plan
  • BOY ind #13847

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 Manufacturing retirement plans → · Plans in Indiana →

Helmer, Inc. 401(k) Plan in the asset neighbourhood

Helmer, Inc. 401(k) Plan$19MIntermoor 401(k) Plan$19MMccracken, Stemerman & Holsberry, LLP 401(k) PlanMccracken, Stemerman & Holsb…$19MJfrog 401(k) Retirement Plan$19MAckerman Mcqueen, Inc. 401(k) PlanAckerman Mcqueen, Inc. 401(k…$19M
End-of-year total assets ($M) among Helmer, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN411432277
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helmer, Inc.)

Sponsor-wide plan assets over time

All Helmer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.95229210208805% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $19M $2.28M ▼ -88.0%
Year Plans Participants Total Assets
2022 1 632 $19M
2023 1 807 $4M
2024 1 N/A $2M

Nearby 401(k) Plans in Indiana

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

Helmer, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Helmer, Inc. 401(k) Plan, Total assets ($B): 0.018959125 · Participants: 632Helmer, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Helmer, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Helmer, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Intermoor 401(k) Plan in LA ($19M); by covered participants it is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Helmer, Inc. 401(k) Plan assets move in 2022? ▼
Helmer, Inc. 401(k) Plan pulled back noticeably - down 9.3% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Helmer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helmer, Inc.'s sponsor-wide assets declined 88.0%, from $19M to $2M.
Where does Helmer, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Helmer, Inc. 401(k) Plan ranks in the 76th 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 Helmer, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intermoor 401(k) Plan in LA ($19M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Helmer, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants, $22M 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 411432277.

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.