401(k) · DOL Form 5500 · 2022

Helm Bank USA 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
180
Participants Small participant base
76th
Percentile by assets National rank
$103,732
Avg per participant Below avg balance/head
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Official DOL plan name: Helm Bank USA 401(k) Plan · Sponsored by Helm Bank USA · Florida · Finance & Insurance

$19M in assets, 180 participants

Helm Bank USA's Helm Bank USA 401(k) Plan reported $19M in total assets and 180 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.

  • #5,786 in Finance & Insurance (9,261 peers)

Coverage in Florida

Helm Bank USA 401(k) Plan covers 180 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#5,786
in Finance & Insurance (9,261 peers)
-27.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helm Bank USA 401(k) Plan's outsized position by total assets

Helm Bank USA 401(k) Plan vs every filed plan by assets

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

$18,671,760 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

Helm Bank USA 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. Helm Bank USA 401(k) Plan sits mid-pack in the medium band (180 participants).

Published 5500 schedule card

Filing strip 650159184 · Helm Bank USA PY 2022 · 401(k)

Helm Bank USA 401(k) Plan · $19M · 180 · 76th

  • BOY $19M
  • SCH 180
  • EBSA 76th
  • PART 401(k)
  • TYPE near Co-Op 401(k) Plan
  • NET ind #5786

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 Finance & Insurance retirement plans → · Plans in Florida →

Helm Bank USA 401(k) Plan in the asset neighbourhood

Helm Bank USA 401(k) Plan$19MCo-Op 401(k) Plan$19MWarmington Group Cash Option Profit Sharing PlanWarmington Group Cash Option…$19MAmerican Textile Company, Inc. 401(k) PlanAmerican Textile Company, In…$19MAxis Health System 401(k) PlanAxis Health System 401(k) Pl…$19M
End-of-year total assets ($M) among Helm Bank USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$19M
Net Income-$7M
Employer EIN650159184
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Bank USA)

Sponsor-wide plan assets over time

All Helm Bank USA plans reported in each filing year

Latest sponsor-wide plan assets
$30M 59.59362159753553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $29.8M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 180 $19M
2023 1 180 $24M
2024 1 256 $30M

Nearby 401(k) Plans in Florida

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

Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Helm Bank USA 401(k) Plan, Total assets ($B): 0.01867176 · Participants: 180Helm Bank USA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helm Bank USA 401(k) Plan side-by-side with 3 peers →

Helm Bank USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Co-Op 401(k) Plan in WI ($19M); by covered participants it is Severson Group 401(k) Plan in CA (180 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 (180 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 Helm Bank USA 401(k) Plan assets move in 2022? ▼
Helm Bank USA 401(k) Plan declined sharply - down 27.9% during 2022, from $26M to $19M. Reported net income was -$7M.
How have Helm Bank USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Bank USA's sponsor-wide assets grew 59.6%, from $19M to $30M.
Where does Helm Bank USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Bank USA 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 Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in WI ($19M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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 650159184.

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.